DAS
Diversify Advisory Services’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.78M | Buy |
12,526
+4,846
| +63% | +$1.46M | 0.14% | 109 |
|
2025
Q1 | $2.42M | Buy |
7,680
+822
| +12% | +$259K | 0.15% | 106 |
|
2024
Q4 | $1.94M | Sell |
6,858
-3,959
| -37% | -$1.12M | 0.11% | 139 |
|
2024
Q3 | $3.4M | Sell |
10,817
-2,187
| -17% | -$688K | 0.18% | 101 |
|
2024
Q2 | $3.2M | Sell |
13,004
-1,782
| -12% | -$438K | 0.18% | 104 |
|
2024
Q1 | $4.14M | Buy |
+14,786
| New | +$4.14M | 0.24% | 87 |
|