EWM
EPG Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
6,782
-166
| -2% | -$48.5K | 0.59% | 44 |
|
|
2025
Q1 | $2.17M | Buy |
6,948
+134
| +2% | +$41.9K | 0.6% | 35 |
|
|
2024
Q4 | $1.98M | Sell |
6,814
-340
| -5% | -$98.6K | 0.52% | 44 |
|
|
2024
Q3 | $2.18M | Buy |
+7,154
| New | +$2.18M | 0.55% | 40 |
|
|
2024
Q2 | – | Sell |
-7,564
| Closed | -$2.13M | – | 53 |
|
|
2024
Q1 | $2.13M | Buy |
7,564
+97
| +1% | +$27.3K | 0.52% | 45 |
|
|
2023
Q4 | $2.14M | Buy |
7,467
+176
| +2% | +$50.5K | 0.56% | 39 |
|
|
2023
Q3 | $1.92M | Sell |
7,291
-61
| -0.8% | -$16.1K | 0.58% | 36 |
|
|
2023
Q2 | $2.19M | Buy |
7,352
+66
| +0.9% | +$19.7K | 0.65% | 32 |
|
|
2023
Q1 | $2.04M | Buy |
7,286
+2,481
| +52% | +$694K | 0.64% | 31 |
|
|
2022
Q4 | $1.27M | Buy |
4,805
+285
| +6% | +$75.1K | 0.48% | 45 |
|
|
2022
Q3 | $1.04M | Buy |
4,520
+412
| +10% | +$95.1K | 0.43% | 54 |
|
|
2022
Q2 | $1.01M | Buy |
4,108
+709
| +21% | +$175K | 0.43% | 56 |
|
|
2022
Q1 | $840K | Buy |
3,399
+239
| +8% | +$59.1K | 0.29% | 71 |
|
|
2021
Q4 | $847K | Buy |
3,160
+314
| +11% | +$84.2K | 0.3% | 72 |
|
|
2021
Q3 | $686K | Buy |
2,846
+79
| +3% | +$19K | 0.28% | 77 |
|
|
2021
Q2 | $639K | Buy |
2,767
+248
| +10% | +$57.3K | 0.27% | 85 |
|
|
2021
Q1 | $565K | Buy |
2,519
+201
| +9% | +$45.1K | 0.27% | 84 |
|
|
2020
Q4 | $497K | Buy |
2,318
+421
| +22% | +$90.3K | 0.3% | 75 |
|
|
2020
Q3 | $416K | Buy |
1,897
+661
| +53% | +$145K | 0.31% | 74 |
|
|
2020
Q2 | $228K | Sell |
1,236
-85
| -6% | -$15.7K | 0.16% | 125 |
|
|
2020
Q1 | $219K | Sell |
1,321
-501
| -27% | -$83.1K | 0.16% | 115 |
|
|
2019
Q4 | $360K | Buy |
+1,822
| New | +$360K | 0.26% | 64 |
|