KWS
Keystone Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
1,562
-1
| -0.1% | -$292 | 0.11% | 181 |
|
|
2025
Q1 | $488K | Sell |
1,563
-104
| -6% | -$32.5K | 0.13% | 154 |
|
|
2024
Q4 | $483K | Sell |
1,667
-146
| -8% | -$42.3K | 0.13% | 155 |
|
|
2024
Q3 | $552K | Buy |
1,813
+54
| +3% | +$16.4K | 0.15% | 133 |
|
|
2024
Q2 | $448K | Buy |
1,759
+61
| +4% | +$15.5K | 0.14% | 137 |
|
|
2024
Q1 | $479K | Sell |
1,698
-186
| -10% | -$52.4K | 0.16% | 131 |
|
|
2023
Q4 | $559K | Sell |
1,884
-106
| -5% | -$31.4K | 0.19% | 114 |
|
|
2023
Q3 | $524K | Sell |
1,990
-62
| -3% | -$16.3K | 0.2% | 113 |
|
|
2023
Q2 | $612K | Sell |
2,052
-152
| -7% | -$45.4K | 0.23% | 99 |
|
|
2023
Q1 | $616K | Buy |
2,204
+32
| +1% | +$8.95K | 0.25% | 91 |
|
|
2022
Q4 | $572K | Buy |
2,172
+6
| +0.3% | +$1.58K | 0.25% | 93 |
|
|
2022
Q3 | $500K | Buy |
2,166
+6
| +0.3% | +$1.39K | 0.24% | 84 |
|
|
2022
Q2 | $533K | Sell |
2,160
-153
| -7% | -$37.8K | 0.24% | 86 |
|
|
2022
Q1 | $572K | Sell |
2,313
-8
| -0.3% | -$1.98K | 0.23% | 93 |
|
|
2021
Q4 | $622K | Buy |
+2,321
| New | +$622K | 0.25% | 82 |
|