LA
LexAurum Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
975
| – | – | 0.05% | 285 |
|
|
2025
Q1 | $305K | Sell |
975
-1
| -0.1% | -$312 | 0.06% | 264 |
|
|
2024
Q4 | $283K | Buy |
976
+316
| +48% | +$91.6K | 0.06% | 269 |
|
|
2024
Q3 | $201K | Buy |
+660
| New | +$201K | 0.04% | 297 |
|
|
2023
Q4 | – | Sell |
-765
| Closed | -$202K | – | 306 |
|
|
2023
Q3 | $202K | Sell |
765
-50
| -6% | -$13.2K | 0.06% | 267 |
|
|
2023
Q2 | $243K | Sell |
815
-32
| -4% | -$9.55K | 0.07% | 229 |
|
|
2023
Q1 | $237K | Buy |
847
+51
| +6% | +$14.3K | 0.08% | 222 |
|
|
2022
Q4 | $210K | Buy |
+796
| New | +$210K | 0.08% | 231 |
|
|
2022
Q3 | – | Sell |
-819
| Closed | -$202K | – | 256 |
|
|
2022
Q2 | $202K | Buy |
+819
| New | +$202K | 0.08% | 233 |
|
|
2022
Q1 | – | Sell |
-2,052
| Closed | -$550K | – | 273 |
|
|
2021
Q4 | $550K | Sell |
2,052
-31
| -1% | -$8.31K | 0.18% | 121 |
|
|
2021
Q3 | $502K | Buy |
2,083
+33
| +2% | +$7.95K | 0.15% | 164 |
|
|
2021
Q2 | $474K | Buy |
2,050
+56
| +3% | +$12.9K | 0.14% | 169 |
|
|
2021
Q1 | $447K | Hold |
1,994
| – | – | 0.15% | 153 |
|
|
2020
Q4 | $428K | Sell |
1,994
-100
| -5% | -$21.5K | 0.15% | 150 |
|
|
2020
Q3 | $460K | Sell |
2,094
-1
| -0% | -$220 | 0.19% | 112 |
|
|
2020
Q2 | $386K | Buy |
2,095
+40
| +2% | +$7.37K | 0.21% | 107 |
|
|
2020
Q1 | $340K | Buy |
+2,055
| New | +$340K | 0.24% | 91 |
|