IWA
IBEX Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
+2,744
| New | +$802K | 0.09% | 123 |
|
|
2025
Q1 | – | Sell |
-2,628
| Closed | -$762K | – | 175 |
|
|
2024
Q4 | $762K | Sell |
2,628
-10,252
| -80% | -$2.97M | 0.09% | 128 |
|
|
2024
Q3 | $666K | Buy |
12,880
+12,469
| +3,034% | +$645K | 0.18% | 66 |
|
|
2024
Q2 | $105K | Sell |
411
-4,096
| -91% | -$1.04M | 0.02% | 146 |
|
|
2024
Q1 | $1.19M | Buy |
+4,507
| New | +$1.19M | 0.32% | 66 |
|
|
2023
Q1 | – | Sell |
-4,507
| Closed | -$1.19M | – | 132 |
|
|
2022
Q4 | $1.19M | Buy |
4,507
+236
| +6% | +$62.2K | 0.27% | 87 |
|
|
2022
Q3 | $986K | Buy |
+4,271
| New | +$986K | 0.26% | 84 |
|
|
2021
Q4 | – | Sell |
-394
| Closed | -$95K | – | 335 |
|
|
2021
Q3 | $95K | Buy |
+394
| New | +$95K | 0.02% | 228 |
|
|
2019
Q3 | – | Sell |
-88
| Closed | -$18K | – | 241 |
|
|
2019
Q2 | $18K | Buy |
+88
| New | +$18K | 0.01% | 275 |
|
|
2017
Q1 | – | Sell |
-292
| Closed | -$36K | – | 251 |
|
|
2016
Q4 | $36K | Buy |
+292
| New | +$36K | 0.02% | 188 |
|