IHWM
Iron Horse Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
497
| – | – | 0.04% | 68 |
|
|
2025
Q1 | $155K | Buy |
497
+103
| +26% | +$32.2K | 0.05% | 60 |
|
|
2024
Q4 | $114K | Buy |
394
+65
| +20% | +$18.8K | 0.04% | 73 |
|
|
2024
Q3 | $100K | Buy |
329
+65
| +25% | +$19.8K | 0.03% | 67 |
|
|
2024
Q2 | $67.3K | Sell |
264
-5
| -2% | -$1.27K | 0.03% | 84 |
|
|
2024
Q1 | $75.8K | Buy |
269
+65
| +32% | +$18.3K | 0.03% | 70 |
|
|
2023
Q4 | $60.5K | Sell |
204
-21
| -9% | -$6.23K | 0.03% | 75 |
|
|
2023
Q3 | $59.3K | Hold |
225
| – | – | 0.03% | 73 |
|
|
2023
Q2 | $67.1K | Hold |
225
| – | – | 0.03% | 66 |
|
|
2023
Q1 | $62.9K | Sell |
225
-12
| -5% | -$3.36K | 0.03% | 71 |
|
|
2022
Q4 | $62K | Buy |
237
+186
| +365% | +$48.7K | 0.03% | 69 |
|
|
2022
Q3 | $12K | Sell |
51
-186
| -78% | -$43.8K | 0.02% | 86 |
|
|
2022
Q2 | $59K | Buy |
237
+2
| +0.9% | +$498 | 0.03% | 64 |
|
|
2022
Q1 | $58K | Buy |
235
+20
| +9% | +$4.94K | 0.03% | 68 |
|
|
2021
Q4 | $58K | Sell |
215
-22
| -9% | -$5.94K | 0.03% | 65 |
|
|
2021
Q3 | $57K | Hold |
237
| – | – | 0.04% | 61 |
|
|
2021
Q2 | $55K | Hold |
237
| – | – | 0.04% | 64 |
|
|
2021
Q1 | $53K | Buy |
237
+209
| +746% | +$46.7K | 0.04% | 62 |
|
|
2020
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 119 |
|