LWMM
Legacy Wealth Management (Mississippi)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
5,095
| – | – | 0.45% | 42 |
|
|
2025
Q1 | $1.59M | Sell |
5,095
-328
| -6% | -$102K | 0.52% | 40 |
|
|
2024
Q4 | $1.57M | Hold |
5,423
| – | – | 0.62% | 38 |
|
|
2024
Q3 | $1.65M | Buy |
5,423
+328
| +6% | +$99.9K | 0.61% | 38 |
|
|
2024
Q2 | $1.3M | Hold |
5,095
| – | – | 0.55% | 41 |
|
|
2024
Q1 | $1.44M | Hold |
5,095
| – | – | 0.65% | 38 |
|
|
2023
Q4 | $1.51M | Sell |
5,095
-1,100
| -18% | -$326K | 0.73% | 37 |
|
|
2023
Q3 | $1.63M | Hold |
6,195
| – | – | 0.85% | 33 |
|
|
2023
Q2 | $1.85M | Hold |
6,195
| – | – | 0.93% | 32 |
|
|
2023
Q1 | $1.73M | Hold |
6,195
| – | – | 0.96% | 30 |
|
|
2022
Q4 | $1.63M | Hold |
6,195
| – | – | 0.97% | 31 |
|
|
2022
Q3 | $1.43M | Hold |
6,195
| – | – | 0.96% | 32 |
|
|
2022
Q2 | $1.53M | Sell |
6,195
-65
| -1% | -$16K | 0.93% | 36 |
|
|
2022
Q1 | $1.55M | Sell |
6,260
-771
| -11% | -$191K | 0.81% | 37 |
|
|
2021
Q4 | $1.88M | Sell |
7,031
-132
| -2% | -$35.4K | 0.96% | 31 |
|
|
2021
Q3 | $1.73M | Sell |
7,163
-50
| -0.7% | -$12.1K | 0.92% | 33 |
|
|
2021
Q2 | $1.67M | Buy |
7,213
+100
| +1% | +$23.1K | 0.92% | 32 |
|
|
2021
Q1 | $1.59M | Hold |
7,113
| – | – | 0.97% | 31 |
|
|
2020
Q4 | $1.53M | Sell |
7,113
-38
| -0.5% | -$8.15K | 0.97% | 34 |
|
|
2020
Q3 | $1.57M | Hold |
7,151
| – | – | 1.08% | 31 |
|
|
2020
Q2 | $1.32M | Hold |
7,151
| – | – | 1.01% | 31 |
|
|
2020
Q1 | $1.18M | Hold |
7,151
| – | – | 1.1% | 24 |
|
|
2019
Q4 | $1.41M | Buy |
+7,151
| New | +$1.41M | 1.23% | 19 |
|