LWM
Lakeridge Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
2,550
+3
| +0.1% | +$876 | 0.34% | 49 |
|
|
2025
Q1 | $796K | Buy |
2,547
+36
| +1% | +$11.2K | 0.4% | 47 |
|
|
2024
Q4 | $728K | Hold |
2,511
| – | – | 0.38% | 45 |
|
|
2024
Q3 | $765K | Buy |
2,511
+10
| +0.4% | +$3.05K | 0.42% | 42 |
|
|
2024
Q2 | $637K | Sell |
2,501
-219
| -8% | -$55.8K | 0.38% | 51 |
|
|
2024
Q1 | $767K | Sell |
2,720
-159
| -6% | -$44.8K | 0.5% | 39 |
|
|
2023
Q4 | $854K | Buy |
+2,879
| New | +$854K | 0.62% | 34 |
|