FWA
FSM Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
1,592
+390
| +32% | +$115K | 0.08% | 166 |
|
|
2025
Q1 | $375K | Buy |
1,202
+123
| +11% | +$38.4K | 0.08% | 137 |
|
|
2024
Q4 | $302K | Buy |
1,079
+93
| +9% | +$26K | 0.07% | 137 |
|
|
2024
Q3 | $300K | Sell |
986
-9
| -0.9% | -$2.74K | 0.08% | 130 |
|
|
2024
Q2 | $253K | Buy |
995
+20
| +2% | +$5.1K | 0.09% | 127 |
|
|
2024
Q1 | $275K | Sell |
975
-87
| -8% | -$24.5K | 0.1% | 130 |
|
|
2023
Q4 | $315K | Buy |
1,062
+6
| +0.6% | +$1.78K | 0.13% | 112 |
|
|
2023
Q3 | $278K | Sell |
1,056
-384
| -27% | -$101K | 0.14% | 116 |
|
|
2023
Q2 | $424K | Buy |
1,440
+64
| +5% | +$18.9K | 0.21% | 92 |
|
|
2023
Q1 | $385K | Buy |
1,376
+105
| +8% | +$29.4K | 0.22% | 94 |
|
|
2022
Q4 | $335K | Sell |
1,271
-335
| -21% | -$88.3K | 0.24% | 95 |
|
|
2022
Q3 | $371K | Buy |
1,606
+298
| +23% | +$68.8K | 0.31% | 84 |
|
|
2022
Q2 | $336K | Buy |
+1,308
| New | +$336K | 0.33% | 75 |
|