JWM
JFG Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,168
| Closed | -$339K | – | 89 |
|
|
2024
Q4 | $339K | Hold |
1,168
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $356K | Buy |
+1,168
| New | +$356K | 0.1% | 55 |
|
|
2019
Q2 | – | Sell |
-1,600
| Closed | -$304K | – | 19 |
|
|
2019
Q1 | $304K | Sell |
1,600
-8
| -0.5% | -$1.52K | 0.25% | 10 |
|
|
2018
Q4 | $285K | Buy |
+1,608
| New | +$285K | 0.26% | 23 |
|