GWMR
GC Wealth Management RIA’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
9,187
+5,113
| +126% | +$1.49M | 0.22% | 105 |
|
|
2025
Q1 | $1.27M | Sell |
4,074
-17
| -0.4% | -$5.31K | 0.23% | 91 |
|
|
2024
Q4 | $1.19M | Buy |
4,091
+12
| +0.3% | +$3.48K | 0.21% | 100 |
|
|
2024
Q3 | $1.24M | Sell |
4,079
-273
| -6% | -$83.1K | 0.22% | 97 |
|
|
2024
Q2 | $1.11M | Sell |
4,352
-118
| -3% | -$30.1K | 0.22% | 93 |
|
|
2024
Q1 | $1.26M | Buy |
4,470
+168
| +4% | +$47.4K | 0.25% | 79 |
|
|
2023
Q4 | $1.28M | Buy |
+4,302
| New | +$1.28M | 0.57% | 45 |
|