FWA
FOCUS Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,153
| Closed | -$2.18M | – | 63 |
|
|
2024
Q3 | $2.18M | Sell |
7,153
-40
| -0.6% | -$12.2K | 1.09% | 25 |
|
|
2024
Q2 | $1.83M | Buy |
7,193
+504
| +8% | +$128K | 0.94% | 30 |
|
|
2024
Q1 | $1.89M | Buy |
6,689
+1,768
| +36% | +$498K | 1.01% | 28 |
|
|
2023
Q4 | $1.46M | Sell |
4,921
-845
| -15% | -$251K | 0.92% | 32 |
|
|
2023
Q3 | $1.52M | Buy |
5,766
+133
| +2% | +$35K | 1.05% | 25 |
|
|
2023
Q2 | $1.68M | Buy |
5,633
+4,898
| +666% | +$1.46M | 1.14% | 23 |
|
|
2023
Q1 | $206K | Buy |
+735
| New | +$206K | 0.14% | 62 |
|