GWM
Gitterman Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
1,795
+814
| +83% | +$238K | 0.12% | 42 |
|
|
2025
Q1 | $306K | Hold |
981
| – | – | 0.08% | 76 |
|
|
2024
Q4 | $284K | Buy |
981
+2
| +0.2% | +$580 | 0.12% | 77 |
|
|
2024
Q3 | $298K | Sell |
979
-1,020
| -51% | -$311K | 0.12% | 63 |
|
|
2024
Q2 | $510K | Buy |
1,999
+1,020
| +104% | +$260K | 0.2% | 27 |
|
|
2024
Q1 | $276K | Hold |
979
| – | – | 0.11% | 67 |
|
|
2023
Q4 | $290K | Hold |
979
| – | – | 0.13% | 52 |
|
|
2023
Q3 | $258K | Sell |
979
-114
| -10% | -$30K | 0.12% | 47 |
|
|
2023
Q2 | $326K | Buy |
+1,093
| New | +$326K | 0.15% | 37 |
|