IWA
Inspirion Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Sell |
1,709
-1,848
| -52% | -$540K | 0.07% | 100 |
|
|
2025
Q1 | $1.11M | Buy |
3,557
+20
| +0.6% | +$6.25K | 0.15% | 56 |
|
|
2024
Q4 | $1.02M | Buy |
3,537
+176
| +5% | +$50.9K | 0.14% | 58 |
|
|
2024
Q3 | $1.02M | Buy |
3,361
+146
| +5% | +$44.5K | 0.14% | 59 |
|
|
2024
Q2 | $819K | Sell |
3,215
-34
| -1% | -$8.66K | 0.13% | 65 |
|
|
2024
Q1 | $916K | Sell |
3,249
-81
| -2% | -$22.8K | 0.15% | 63 |
|
|
2023
Q4 | $989K | Hold |
3,330
| – | – | 0.18% | 54 |
|
|
2023
Q3 | $877K | Hold |
3,330
| – | – | 0.17% | 55 |
|
|
2023
Q2 | $994K | Buy |
3,330
+57
| +2% | +$17K | 0.19% | 55 |
|
|
2023
Q1 | $915K | Hold |
3,273
| – | – | 0.18% | 55 |
|
|
2022
Q4 | $863K | Buy |
3,273
+11
| +0.3% | +$2.9K | 0.18% | 54 |
|
|
2022
Q3 | $753K | Sell |
3,262
-69
| -2% | -$15.9K | 0.17% | 56 |
|
|
2022
Q2 | $811K | Buy |
3,331
+12
| +0.4% | +$2.92K | 0.18% | 56 |
|
|
2022
Q1 | $820K | Sell |
3,319
-51
| -2% | -$12.6K | 0.17% | 51 |
|
|
2021
Q4 | $903K | Buy |
3,370
+4
| +0.1% | +$1.07K | 0.19% | 49 |
|
|
2021
Q3 | $812K | Hold |
3,366
| – | – | 0.19% | 48 |
|
|
2021
Q2 | $778K | Buy |
3,366
+17
| +0.5% | +$3.93K | 0.19% | 47 |
|
|
2021
Q1 | $751K | Hold |
3,349
| – | – | 0.2% | 45 |
|
|
2020
Q4 | $719K | Sell |
3,349
-32
| -0.9% | -$6.87K | 0.2% | 39 |
|
|
2020
Q3 | $742K | Hold |
3,381
| – | – | 0.26% | 33 |
|
|
2020
Q2 | $624K | Buy |
3,381
+29
| +0.9% | +$5.35K | 0.25% | 35 |
|
|
2020
Q1 | $554K | Sell |
3,352
-130
| -4% | -$21.5K | 0.27% | 35 |
|
|
2019
Q4 | $688K | Hold |
3,482
| – | – | 0.23% | 36 |
|
|
2019
Q3 | $748K | Sell |
3,482
-25
| -0.7% | -$5.37K | 0.33% | 31 |
|
|
2019
Q2 | $728K | Hold |
3,507
| – | – | 0.31% | 32 |
|
|
2019
Q1 | $666K | Hold |
3,507
| – | – | 0.29% | 33 |
|
|
2018
Q4 | $623K | Hold |
3,507
| – | – | 0.31% | 32 |
|
|
2018
Q3 | $587K | Hold |
3,507
| – | – | 0.25% | 38 |
|
|
2018
Q2 | $550K | Sell |
3,507
-7
| -0.2% | -$1.1K | 0.26% | 37 |
|
|
2018
Q1 | $550K | Hold |
3,514
| – | – | 0.27% | 40 |
|
|
2017
Q4 | $605K | Hold |
3,514
| – | – | 0.29% | 33 |
|
|
2017
Q3 | $551K | Sell |
3,514
-31
| -0.9% | -$4.86K | 0.28% | 34 |
|
|
2017
Q2 | $543K | Sell |
3,545
-30
| -0.8% | -$4.6K | 0.29% | 32 |
|
|
2017
Q1 | $463K | Sell |
3,575
-130
| -4% | -$16.8K | 0.26% | 42 |
|
|
2016
Q4 | $451K | Buy |
3,705
+100
| +3% | +$12.2K | 0.29% | 37 |
|
|
2016
Q3 | $416K | Sell |
3,605
-53
| -1% | -$6.12K | 0.27% | 41 |
|
|
2016
Q2 | $440K | Sell |
3,658
-8
| -0.2% | -$962 | 0.29% | 38 |
|
|
2016
Q1 | $461K | Hold |
3,666
| – | – | 0.32% | 34 |
|
|
2015
Q4 | $433K | Hold |
3,666
| – | – | 0.32% | 36 |
|
|
2015
Q3 | $361K | Buy |
3,666
+45
| +1% | +$4.43K | 0.29% | 40 |
|
|
2015
Q2 | $344K | Sell |
3,621
-300
| -8% | -$28.5K | 0.25% | 40 |
|
|
2015
Q1 | $382K | Buy |
3,921
+100
| +3% | +$9.74K | 0.31% | 36 |
|
|
2014
Q4 | $358K | Buy |
+3,821
| New | +$358K | 0.33% | 37 |
|