GWM
GDS Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $847K | Sell |
2,899
-151
| -5% | -$44.1K | 0.06% | 95 |
|
|
2025
Q1 | $953K | Buy |
3,050
+630
| +26% | +$197K | 0.08% | 91 |
|
|
2024
Q4 | $702K | Sell |
2,420
-84
| -3% | -$24.4K | 0.06% | 98 |
|
|
2024
Q3 | $762K | Buy |
2,504
+35
| +1% | +$10.7K | 0.07% | 79 |
|
|
2024
Q2 | $629K | Sell |
2,469
-62
| -2% | -$15.8K | 0.07% | 73 |
|
|
2024
Q1 | $714K | Sell |
2,531
-348
| -12% | -$98.1K | 0.08% | 73 |
|
|
2023
Q4 | $854K | Buy |
2,879
+5
| +0.2% | +$1.48K | 0.12% | 62 |
|
|
2023
Q3 | $757K | Sell |
2,874
-400
| -12% | -$105K | 0.12% | 61 |
|
|
2023
Q2 | $977K | Sell |
3,274
-233
| -7% | -$69.5K | 0.16% | 58 |
|
|
2023
Q1 | $981K | Sell |
3,507
-206
| -6% | -$57.6K | 0.17% | 53 |
|
|
2022
Q4 | $978K | Buy |
3,713
+35
| +1% | +$9.22K | 0.19% | 57 |
|
|
2022
Q3 | $849K | Buy |
3,678
+71
| +2% | +$16.4K | 0.19% | 54 |
|
|
2022
Q2 | $890K | Hold |
3,607
| – | – | 0.2% | 55 |
|
|
2022
Q1 | $906K | Buy |
3,607
+39
| +1% | +$9.8K | 0.2% | 58 |
|
|
2021
Q4 | $956K | Buy |
+3,568
| New | +$956K | 0.21% | 55 |
|