FAFN
First Affirmative Financial Network’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $250K | Buy |
+801
| New | +$250K | 0.15% | 186 |
|
2024
Q4 | – | Sell |
-762
| Closed | -$232K | – | 288 |
|
2024
Q3 | $232K | Sell |
762
-228
| -23% | -$69.4K | 0.13% | 221 |
|
2024
Q2 | $252K | Buy |
990
+165
| +20% | +$42K | 0.18% | 181 |
|
2024
Q1 | $233K | Sell |
825
-122
| -13% | -$34.4K | 0.17% | 194 |
|
2023
Q4 | $281K | Buy |
+947
| New | +$281K | 0.22% | 154 |
|