HWA
HHM Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
820
-10
| -1% | -$2.92K | 0.03% | 177 |
|
|
2025
Q1 | $259K | Buy |
830
+5
| +0.6% | +$1.56K | 0.03% | 157 |
|
|
2024
Q4 | $239K | Buy |
825
+98
| +13% | +$28.4K | 0.03% | 171 |
|
|
2024
Q3 | $221K | Buy |
727
+8
| +1% | +$2.44K | 0.03% | 157 |
|
|
2024
Q2 | $183K | Buy |
719
+118
| +20% | +$30.1K | 0.03% | 183 |
|
|
2024
Q1 | $169K | Buy |
601
+36
| +6% | +$10.2K | 0.03% | 164 |
|
|
2023
Q4 | $168K | Hold |
565
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $149K | Hold |
565
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $169K | Hold |
565
| – | – | 0.03% | 149 |
|
|
2023
Q1 | $158K | Sell |
565
-69
| -11% | -$19.3K | 0.03% | 151 |
|
|
2022
Q4 | $167K | Hold |
634
| – | – | 0.04% | 132 |
|
|
2022
Q3 | $146K | Hold |
634
| – | – | 0.04% | 130 |
|
|
2022
Q2 | $157K | Buy |
634
+69
| +12% | +$17.1K | 0.04% | 147 |
|
|
2022
Q1 | $140K | Hold |
565
| – | – | 0.03% | 178 |
|
|
2021
Q4 | $151K | Hold |
565
| – | – | 0.04% | 170 |
|
|
2021
Q3 | $136K | Sell |
565
-35
| -6% | -$8.43K | 0.04% | 175 |
|
|
2021
Q2 | $139K | Sell |
600
-51
| -8% | -$11.8K | 0.04% | 172 |
|
|
2021
Q1 | $146K | Buy |
651
+100
| +18% | +$22.4K | 0.05% | 150 |
|
|
2020
Q4 | $118K | Hold |
551
| – | – | 0.04% | 152 |
|
|
2020
Q3 | $121K | Hold |
551
| – | – | 0.05% | 129 |
|
|
2020
Q2 | $102K | Hold |
551
| – | – | 0.04% | 137 |
|
|
2020
Q1 | $91K | Buy |
+551
| New | +$91K | 0.04% | 128 |
|