IWM
Iams Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
5,919
-580
| -9% | -$169K | 0.79% | 42 |
|
|
2025
Q1 | $2.03M | Sell |
6,499
-32
| -0.5% | -$10K | 0.93% | 41 |
|
|
2024
Q4 | $1.89M | Buy |
6,531
+158
| +2% | +$45.8K | 0.87% | 38 |
|
|
2024
Q3 | $1.94M | Buy |
6,373
+80
| +1% | +$24.4K | 0.95% | 32 |
|
|
2024
Q2 | $1.6M | Buy |
6,293
+933
| +17% | +$238K | 0.88% | 39 |
|
|
2024
Q1 | $1.58M | Buy |
5,360
+51
| +1% | +$15.1K | 0.97% | 33 |
|
|
2023
Q4 | $1.57M | Sell |
5,309
-271
| -5% | -$80.4K | 1.02% | 31 |
|
|
2023
Q3 | $1.47M | Buy |
+5,580
| New | +$1.47M | 1.02% | 34 |
|
|
2023
Q2 | – | Sell |
-4,691
| Closed | -$1.3M | – | 95 |
|
|
2023
Q1 | $1.3M | Buy |
4,691
+1,663
| +55% | +$462K | 1.08% | 32 |
|
|
2022
Q4 | $798K | Buy |
+3,028
| New | +$798K | 0.81% | 41 |
|