FWP
Falcon Wealth Planning’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
1,770
-82
| -4% | -$24K | 0.05% | 101 |
|
|
2025
Q1 | $579K | Buy |
1,852
+216
| +13% | +$67.5K | 0.06% | 89 |
|
|
2024
Q4 | $474K | Sell |
1,636
-35
| -2% | -$10.1K | 0.05% | 100 |
|
|
2024
Q3 | $509K | Buy |
1,671
+45
| +3% | +$13.7K | 0.06% | 88 |
|
|
2024
Q2 | $414K | Buy |
1,626
+22
| +1% | +$5.61K | 0.05% | 86 |
|
|
2024
Q1 | $452K | Buy |
1,604
+21
| +1% | +$5.92K | 0.07% | 84 |
|
|
2023
Q4 | $469K | Buy |
+1,583
| New | +$469K | 0.08% | 78 |
|