FWM
Finer Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
9,622
+435
| +5% | +$127K | 1.5% | 20 |
|
|
2025
Q1 | $2.87M | Buy |
9,187
+303
| +3% | +$94.7K | 1.72% | 18 |
|
|
2024
Q4 | $2.58M | Buy |
8,884
+367
| +4% | +$106K | 1.48% | 17 |
|
|
2024
Q3 | $2.59M | Buy |
8,517
+625
| +8% | +$190K | 1.6% | 18 |
|
|
2024
Q2 | $2.01M | Sell |
7,892
-111
| -1% | -$28.3K | 1.3% | 21 |
|
|
2024
Q1 | $2.26M | Buy |
8,003
+715
| +10% | +$202K | 1.48% | 22 |
|
|
2023
Q4 | $2.16M | Buy |
7,288
+232
| +3% | +$68.8K | 1.61% | 19 |
|
|
2023
Q3 | $1.86M | Buy |
7,056
+628
| +10% | +$165K | 1.49% | 23 |
|
|
2023
Q2 | $1.92M | Buy |
6,428
+270
| +4% | +$80.6K | 1.5% | 24 |
|
|
2023
Q1 | $1.72M | Buy |
6,158
+150
| +2% | +$41.9K | 1.46% | 27 |
|
|
2022
Q4 | $1.58M | Buy |
6,008
+152
| +3% | +$40.1K | 1.48% | 24 |
|
|
2022
Q3 | $1.35M | Buy |
5,856
+289
| +5% | +$66.7K | 1.33% | 26 |
|
|
2022
Q2 | $1.37M | Buy |
5,567
+1,166
| +26% | +$288K | 1.25% | 27 |
|
|
2022
Q1 | $1.09M | Buy |
4,401
+398
| +10% | +$98.4K | 0.89% | 35 |
|
|
2021
Q4 | $1.07M | Buy |
+4,003
| New | +$1.07M | 0.89% | 37 |
|