FPW
Flagship Private Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
912
+3
| +0.3% | +$877 | 0.11% | 88 |
|
|
2025
Q1 | $284K | Hold |
909
| – | – | 0.14% | 77 |
|
|
2024
Q4 | $264K | Hold |
909
| – | – | 0.13% | 89 |
|
|
2024
Q3 | $277K | Hold |
909
| – | – | 0.14% | 81 |
|
|
2024
Q2 | $232K | Buy |
+909
| New | +$232K | 0.14% | 80 |
|
|
2021
Q3 | – | Sell |
-269
| Closed | -$63.3K | – | 201 |
|
|
2021
Q2 | $63.3K | Sell |
269
-25
| -9% | -$5.88K | 0.05% | 126 |
|
|
2021
Q1 | $67.4K | Sell |
294
-1
| -0.3% | -$229 | 0.06% | 109 |
|
|
2020
Q4 | $61K | Buy |
+295
| New | +$61K | 0.06% | 106 |
|