HWA
Heartwood Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
7,090
+492
| +7% | +$144K | 0.22% | 47 |
|
|
2025
Q1 | $2.06M | Buy |
6,598
+2,846
| +76% | +$889K | 0.24% | 47 |
|
|
2024
Q4 | $1.09M | Buy |
3,752
+14
| +0.4% | +$4.06K | 0.12% | 61 |
|
|
2024
Q3 | $1.14M | Hold |
3,738
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $953K | Buy |
3,738
+155
| +4% | +$39.5K | 0.11% | 65 |
|
|
2024
Q1 | $1.01M | Hold |
3,583
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $1.06M | Hold |
3,583
| – | – | 0.14% | 46 |
|
|
2023
Q3 | $944K | Sell |
3,583
-26
| -0.7% | -$6.85K | 0.14% | 50 |
|
|
2023
Q2 | $1.08M | Buy |
3,609
+10
| +0.3% | +$2.98K | 0.15% | 47 |
|
|
2023
Q1 | $1.01M | Buy |
3,599
+312
| +9% | +$87.2K | 0.15% | 48 |
|
|
2022
Q4 | $866K | Buy |
3,287
+727
| +28% | +$192K | 0.14% | 51 |
|
|
2022
Q3 | $591K | Sell |
2,560
-15
| -0.6% | -$3.46K | 0.1% | 57 |
|
|
2022
Q2 | $636K | Sell |
2,575
-152
| -6% | -$37.5K | 0.1% | 56 |
|
|
2022
Q1 | $674K | Buy |
2,727
+1,212
| +80% | +$300K | 0.1% | 57 |
|
|
2021
Q4 | $406K | Buy |
1,515
+502
| +50% | +$135K | 0.06% | 72 |
|
|
2021
Q3 | $244K | Hold |
1,013
| – | – | 0.04% | 90 |
|
|
2021
Q2 | $234K | Hold |
1,013
| – | – | 0.04% | 88 |
|
|
2021
Q1 | $227K | Buy |
+1,013
| New | +$227K | 0.04% | 79 |
|