LWM
Liberty Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
1,297
+96
| +8% | +$28.1K | 0.06% | 148 |
|
|
2025
Q1 | $375K | Buy |
1,201
+27
| +2% | +$8.44K | 0.07% | 104 |
|
|
2024
Q4 | $340K | Buy |
1,174
+2
| +0.2% | +$580 | 0.06% | 154 |
|
|
2024
Q3 | $357K | Sell |
1,172
-5,226
| -82% | -$1.59M | 0.06% | 146 |
|
|
2024
Q2 | $207K | Buy |
+6,398
| New | +$207K | 0.04% | 192 |
|
|
2024
Q1 | – | Sell |
-628
| Closed | -$248K | – | 193 |
|
|
2023
Q4 | $248K | Sell |
628
-208
| -25% | -$82.1K | 0.05% | 145 |
|
|
2023
Q3 | $220K | Sell |
836
-78
| -9% | -$20.5K | 0.05% | 160 |
|
|
2023
Q2 | $273K | Sell |
914
-1,212
| -57% | -$361K | 0.07% | 146 |
|
|
2023
Q1 | $586K | Buy |
+2,126
| New | +$586K | 0.12% | 111 |
|
|
2021
Q4 | – | Sell |
-629
| Closed | -$152K | – | 724 |
|
|
2021
Q3 | $152K | Buy |
629
+13
| +2% | +$3.14K | 0.05% | 208 |
|
|
2021
Q2 | $142K | Buy |
616
+2
| +0.3% | +$461 | 0.06% | 168 |
|
|
2021
Q1 | $127K | Hold |
614
| – | – | 0.06% | 153 |
|
|
2020
Q4 | $127K | Buy |
614
+15
| +3% | +$3.1K | 0.06% | 151 |
|
|
2020
Q3 | $131K | Buy |
599
+1
| +0.2% | +$219 | 0.08% | 133 |
|
|
2020
Q2 | $110K | Sell |
598
-11
| -2% | -$2.02K | 0.08% | 138 |
|
|
2020
Q1 | $101K | Sell |
609
-36
| -6% | -$5.97K | 0.09% | 141 |
|
|
2019
Q4 | $127K | Sell |
645
-31
| -5% | -$6.1K | 0.1% | 134 |
|
|
2019
Q3 | $145K | Sell |
676
-396
| -37% | -$84.9K | 0.14% | 114 |
|
|
2019
Q2 | $223K | Buy |
1,072
+450
| +72% | +$93.6K | 0.2% | 97 |
|
|
2019
Q1 | $118K | Buy |
622
+3
| +0.5% | +$569 | 0.09% | 123 |
|
|
2018
Q4 | $109K | Buy |
+619
| New | +$109K | 0.08% | 123 |
|