EWA
Etesian Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
7,175
-358
| -5% | -$105K | 0.78% | 33 |
|
|
2025
Q1 | $2.35M | Sell |
7,533
-253
| -3% | -$79K | 1.01% | 23 |
|
|
2024
Q4 | $2.26M | Sell |
7,786
-86
| -1% | -$24.9K | 1% | 24 |
|
|
2024
Q3 | $2.4M | Buy |
7,872
+52
| +0.7% | +$15.8K | 1.09% | 24 |
|
|
2024
Q2 | $1.99M | Sell |
7,820
-171
| -2% | -$43.6K | 1.12% | 23 |
|
|
2024
Q1 | $2.25M | Sell |
7,991
-83
| -1% | -$23.4K | 1.29% | 21 |
|
|
2023
Q4 | $2.39M | Buy |
8,074
+25
| +0.3% | +$7.4K | 1.43% | 21 |
|
|
2023
Q3 | $2.12M | Sell |
8,049
-16
| -0.2% | -$4.22K | 1.43% | 20 |
|
|
2023
Q2 | $2.41M | Buy |
8,065
+70
| +0.9% | +$20.9K | 1.57% | 16 |
|
|
2023
Q1 | $2.24M | Sell |
7,995
-54
| -0.7% | -$15.1K | 1.49% | 16 |
|
|
2022
Q4 | $2.12M | Buy |
+8,049
| New | +$2.12M | 1.54% | 15 |
|