LWAM
Legacy Wealth Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $657K | Sell |
2,249
-7
| -0.3% | -$2.05K | 0.17% | 190 |
|
|
2025
Q1 | $705K | Sell |
2,256
-33
| -1% | -$10.3K | 0.19% | 158 |
|
|
2024
Q4 | $664K | Sell |
2,289
-9
| -0.4% | -$2.61K | 0.18% | 173 |
|
|
2024
Q3 | $700K | Buy |
2,298
+6
| +0.3% | +$1.83K | 0.19% | 171 |
|
|
2024
Q2 | $584K | Buy |
2,292
+18
| +0.8% | +$4.59K | 0.16% | 199 |
|
|
2024
Q1 | $641K | Sell |
2,274
-2
| -0.1% | -$564 | 0.18% | 171 |
|
|
2023
Q4 | $675K | Sell |
2,276
-9
| -0.4% | -$2.67K | 0.22% | 149 |
|
|
2023
Q3 | $602K | Sell |
2,285
-9
| -0.4% | -$2.37K | 0.22% | 151 |
|
|
2023
Q2 | $685K | Sell |
2,294
-4
| -0.2% | -$1.19K | 0.24% | 134 |
|
|
2023
Q1 | $643K | Sell |
2,298
-104
| -4% | -$29.1K | 0.23% | 144 |
|
|
2022
Q4 | $633K | Buy |
2,402
+16
| +0.7% | +$4.22K | 0.24% | 142 |
|
|
2022
Q3 | $551K | Sell |
2,386
-1,475
| -38% | -$341K | 0.24% | 148 |
|
|
2022
Q2 | $953K | Buy |
3,861
+34
| +0.9% | +$8.39K | 0.39% | 80 |
|
|
2022
Q1 | $946K | Buy |
3,827
+98
| +3% | +$24.2K | 0.34% | 113 |
|
|
2021
Q4 | $1M | Buy |
3,729
+136
| +4% | +$36.5K | 0.34% | 108 |
|
|
2021
Q3 | $866K | Buy |
3,593
+28
| +0.8% | +$6.75K | 0.4% | 96 |
|
|
2021
Q2 | $823K | Buy |
3,565
+86
| +2% | +$19.9K | 0.37% | 107 |
|
|
2021
Q1 | $780K | Buy |
3,479
+76
| +2% | +$17K | 0.36% | 103 |
|
|
2020
Q4 | $730K | Buy |
+3,403
| New | +$730K | 0.37% | 101 |
|