HNWAG
High Net Worth Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
1,796
| – | – | 0.14% | 126 |
|
|
2025
Q1 | $561K | Hold |
1,796
| – | – | 0.16% | 119 |
|
|
2024
Q4 | $521K | Sell |
1,796
-41
| -2% | -$11.9K | 0.15% | 125 |
|
|
2024
Q3 | $559K | Sell |
1,837
-35
| -2% | -$10.7K | 0.15% | 119 |
|
|
2024
Q2 | $477K | Buy |
1,872
+1
| +0.1% | +$255 | 0.14% | 120 |
|
|
2024
Q1 | $528K | Buy |
1,871
+241
| +15% | +$68K | 0.17% | 115 |
|
|
2023
Q4 | $484K | Hold |
1,630
| – | – | 0.18% | 112 |
|
|
2023
Q3 | $430K | Hold |
1,630
| – | – | 0.17% | 116 |
|
|
2023
Q2 | $487K | Sell |
1,630
-808
| -33% | -$241K | 0.19% | 113 |
|
|
2023
Q1 | $682K | Sell |
2,438
-400
| -14% | -$112K | 0.28% | 89 |
|
|
2022
Q4 | $748K | Sell |
2,838
-436
| -13% | -$115K | 0.29% | 87 |
|
|
2022
Q3 | $755K | Hold |
3,274
| – | – | 0.32% | 74 |
|
|
2022
Q2 | $808K | Sell |
3,274
-1,421
| -30% | -$351K | 0.34% | 71 |
|
|
2022
Q1 | $1.16M | Sell |
4,695
-75
| -2% | -$18.5K | 0.42% | 56 |
|
|
2021
Q4 | $1.28M | Buy |
+4,770
| New | +$1.28M | 0.45% | 56 |
|