GWA
Gratus Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
1,222
-8
| -0.7% | -$2.34K | 0.05% | 107 |
|
|
2025
Q1 | $384K | Sell |
1,230
-604
| -33% | -$189K | 0.06% | 102 |
|
|
2024
Q4 | $532K | Buy |
1,834
+100
| +6% | +$29K | 0.09% | 88 |
|
|
2024
Q3 | $522K | Sell |
1,734
-169
| -9% | -$50.8K | 0.09% | 90 |
|
|
2024
Q2 | $490K | Sell |
1,903
-25
| -1% | -$6.43K | 0.08% | 92 |
|
|
2024
Q1 | $522K | Hold |
1,928
| – | – | 0.1% | 87 |
|
|
2023
Q4 | $572K | Buy |
+1,928
| New | +$572K | 0.11% | 77 |
|