GWAM
Guardian Wealth Advisors (Minnesota)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
1,008
-80
| -7% | -$23.4K | 0.17% | 57 |
|
|
2025
Q1 | $340K | Sell |
1,088
-13
| -1% | -$4.06K | 0.22% | 54 |
|
|
2024
Q4 | $319K | Sell |
1,101
-8
| -0.7% | -$2.32K | 0.2% | 54 |
|
|
2024
Q3 | $338K | Buy |
1,109
+2
| +0.2% | +$609 | 0.21% | 57 |
|
|
2024
Q2 | $282K | Sell |
1,107
-18
| -2% | -$4.59K | 0.18% | 62 |
|
|
2024
Q1 | $317K | Sell |
1,125
-2
| -0.2% | -$564 | 0.21% | 59 |
|
|
2023
Q4 | $334K | Buy |
1,127
+38
| +3% | +$11.3K | 0.23% | 53 |
|
|
2023
Q3 | $287K | Sell |
1,089
-12
| -1% | -$3.16K | 0.22% | 55 |
|
|
2023
Q2 | $328K | Sell |
1,101
-26
| -2% | -$7.76K | 0.24% | 53 |
|
|
2023
Q1 | $315K | Buy |
1,127
+62
| +6% | +$17.3K | 0.25% | 52 |
|
|
2022
Q4 | $281K | Sell |
1,065
-28
| -3% | -$7.38K | 0.25% | 54 |
|
|
2022
Q3 | $252K | Sell |
1,093
-43
| -4% | -$9.91K | 0.24% | 54 |
|
|
2022
Q2 | $280K | Buy |
1,136
+3
| +0.3% | +$739 | 0.26% | 53 |
|
|
2022
Q1 | $280K | Buy |
1,133
+2
| +0.2% | +$494 | 0.23% | 54 |
|
|
2021
Q4 | $303K | Sell |
1,131
-14
| -1% | -$3.75K | 0.24% | 54 |
|
|
2021
Q3 | $276K | Sell |
1,145
-5
| -0.4% | -$1.21K | 0.25% | 53 |
|
|
2021
Q2 | $266K | Sell |
1,150
-11
| -0.9% | -$2.54K | 0.23% | 56 |
|
|
2021
Q1 | $260K | Sell |
1,161
-27
| -2% | -$6.05K | 0.24% | 58 |
|
|
2020
Q4 | $255K | Buy |
+1,188
| New | +$255K | 0.25% | 58 |
|