LWA
Ledgewood Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
800
| – | – | 0.15% | 63 |
|
|
2025
Q1 | $250K | Hold |
800
| – | – | 0.16% | 59 |
|
|
2024
Q4 | $232K | Hold |
800
| – | – | 0.15% | 63 |
|
|
2024
Q3 | $244K | Hold |
800
| – | – | 0.16% | 60 |
|
|
2024
Q2 | $204K | Hold |
800
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $226K | Hold |
800
| – | – | 0.21% | 52 |
|
|
2023
Q4 | $237K | Buy |
+800
| New | +$237K | 0.22% | 51 |
|