GA
Goldstein Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
1,953
+112
| +6% | +$32.7K | 0.08% | 85 |
|
|
2025
Q1 | $575K | Sell |
1,841
-5
| -0.3% | -$1.56K | 0.08% | 83 |
|
|
2024
Q4 | $535K | Buy |
1,846
+13
| +0.7% | +$3.77K | 0.08% | 87 |
|
|
2024
Q3 | $558K | Buy |
1,833
+15
| +0.8% | +$4.57K | 0.08% | 82 |
|
|
2024
Q2 | $463K | Buy |
1,818
+32
| +2% | +$8.16K | 0.08% | 82 |
|
|
2024
Q1 | $504K | Sell |
1,786
-1
| -0.1% | -$282 | 0.09% | 80 |
|
|
2023
Q4 | $530K | Sell |
1,787
-70
| -4% | -$20.8K | 0.09% | 99 |
|
|
2023
Q3 | $489K | Buy |
1,857
+100
| +6% | +$26.3K | 0.1% | 73 |
|
|
2023
Q2 | $524K | Hold |
1,757
| – | – | 0.11% | 72 |
|
|
2023
Q1 | $491K | Buy |
1,757
+15
| +0.9% | +$4.19K | 0.11% | 74 |
|
|
2022
Q4 | $459K | Buy |
+1,742
| New | +$459K | 0.11% | 79 |
|