DWMS
Dominguez Wealth Management Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Sell |
2,884
-34
| -1% | -$9.93K | 0.58% | 31 |
|
|
2025
Q1 | $911K | Buy |
2,918
+7
| +0.2% | +$2.19K | 0.67% | 29 |
|
|
2024
Q4 | $844K | Sell |
2,911
-13
| -0.4% | -$3.77K | 0.62% | 30 |
|
|
2024
Q3 | $890K | Buy |
2,924
+6
| +0.2% | +$1.83K | 0.64% | 32 |
|
|
2024
Q2 | $744K | Sell |
2,918
-522
| -15% | -$133K | 0.56% | 34 |
|
|
2024
Q1 | $970K | Buy |
3,440
+257
| +8% | +$72.5K | 0.76% | 28 |
|
|
2023
Q4 | $944K | Sell |
3,183
-8
| -0.3% | -$2.37K | 0.78% | 27 |
|
|
2023
Q3 | $841K | Sell |
3,191
-60
| -2% | -$15.8K | 0.78% | 30 |
|
|
2023
Q2 | $970K | Sell |
3,251
-112
| -3% | -$33.4K | 0.85% | 27 |
|
|
2023
Q1 | $940K | Buy |
3,363
+6
| +0.2% | +$1.68K | 0.86% | 27 |
|
|
2022
Q4 | $885K | Buy |
+3,357
| New | +$885K | 0.88% | 27 |
|