EWA
EverSource Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
4,537
-1,464
| -24% | -$428K | 0.06% | 219 |
|
|
2025
Q1 | $1.87M | Sell |
6,001
-2,820
| -32% | -$881K | 0.1% | 157 |
|
|
2024
Q4 | $2.56M | Buy |
8,821
+308
| +4% | +$89.3K | 0.14% | 122 |
|
|
2024
Q3 | $2.59M | Buy |
8,513
+375
| +5% | +$114K | 0.16% | 115 |
|
|
2024
Q2 | $2.16M | Buy |
8,138
+639
| +9% | +$170K | 0.14% | 126 |
|
|
2024
Q1 | $2.05M | Buy |
7,499
+1,198
| +19% | +$327K | 0.16% | 116 |
|
|
2023
Q4 | $1.87M | Buy |
6,301
+14
| +0.2% | +$4.15K | 0.17% | 112 |
|
|
2023
Q3 | $1.66M | Sell |
6,287
-145
| -2% | -$38.2K | 0.18% | 120 |
|
|
2023
Q2 | $1.92M | Buy |
6,432
+2,901
| +82% | +$866K | 0.21% | 103 |
|
|
2023
Q1 | $987K | Buy |
3,531
+251
| +8% | +$70.2K | 0.12% | 144 |
|
|
2022
Q4 | $864K | Buy |
3,280
+2
| +0.1% | +$527 | 0.13% | 129 |
|
|
2022
Q3 | $757K | Buy |
3,278
+3
| +0.1% | +$693 | 0.17% | 114 |
|
|
2022
Q2 | $808K | Sell |
3,275
-80
| -2% | -$19.7K | 0.21% | 90 |
|
|
2022
Q1 | $830K | Buy |
3,355
+618
| +23% | +$153K | 0.21% | 91 |
|
|
2021
Q4 | $733K | Buy |
+2,737
| New | +$733K | 0.21% | 78 |
|