FWM
Fonville Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-707
| Closed | -$223K | – | 125 |
|
|
2025
Q1 | $223K | Hold |
707
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $205K | Buy |
707
+1
| +0.1% | +$290 | 0.07% | 106 |
|
|
2024
Q3 | $215K | Buy |
+706
| New | +$215K | 0.07% | 112 |
|
|
2024
Q1 | – | Sell |
-682
| Closed | -$202K | – | 97 |
|
|
2023
Q4 | $202K | Buy |
+682
| New | +$202K | 0.11% | 85 |
|