DWM
Diversify Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
15,964
+1,948
| +14% | +$588K | 0.3% | 91 |
|
|
2025
Q1 | $4.41M | Buy |
14,016
+1,871
| +15% | +$588K | 0.33% | 81 |
|
|
2024
Q4 | $3.43M | Buy |
12,145
+5,430
| +81% | +$1.53M | 0.27% | 102 |
|
|
2024
Q3 | $2M | Buy |
6,715
+787
| +13% | +$235K | 0.19% | 137 |
|
|
2024
Q2 | $1.59M | Buy |
+5,928
| New | +$1.59M | 0.2% | 117 |
|