DWM
Drive Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,404
-21
| -0.4% | -$6.14K | 0.35% | 69 |
|
|
2025
Q1 | $1.69M | Buy |
5,425
+3,399
| +168% | +$1.06M | 0.4% | 58 |
|
|
2024
Q4 | $587K | Buy |
2,026
+70
| +4% | +$20.3K | 0.14% | 114 |
|
|
2024
Q3 | $596K | Buy |
1,956
+125
| +7% | +$38.1K | 0.16% | 112 |
|
|
2024
Q2 | $467K | Sell |
1,831
-76
| -4% | -$19.4K | 0.13% | 140 |
|
|
2024
Q1 | $538K | Sell |
1,907
-72
| -4% | -$20.3K | 0.15% | 118 |
|
|
2023
Q4 | $587K | Buy |
1,979
+75
| +4% | +$22.2K | 0.19% | 107 |
|
|
2023
Q3 | $502K | Buy |
1,904
+196
| +11% | +$51.6K | 0.18% | 108 |
|
|
2023
Q2 | $510K | Buy |
1,708
+156
| +10% | +$46.6K | 0.19% | 113 |
|
|
2023
Q1 | $434K | Buy |
1,552
+202
| +15% | +$56.5K | 0.18% | 134 |
|
|
2022
Q4 | $356K | Buy |
1,350
+466
| +53% | +$123K | 0.18% | 134 |
|
|
2022
Q3 | $204K | Buy |
+884
| New | +$204K | 0.19% | 139 |
|