LWA
Lineweaver Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Sell |
11,961
-273
| -2% | -$79.8K | 0.55% | 37 |
|
|
2025
Q1 | $3.82M | Buy |
12,234
+1,055
| +9% | +$330K | 0.65% | 33 |
|
|
2024
Q4 | $3.24M | Buy |
11,179
+1,583
| +16% | +$459K | 0.6% | 35 |
|
|
2024
Q3 | $2.93M | Sell |
9,596
-84
| -0.9% | -$25.6K | 0.56% | 39 |
|
|
2024
Q2 | $2.47M | Buy |
9,680
+1,159
| +14% | +$296K | 0.51% | 39 |
|
|
2024
Q1 | $2.4M | Buy |
8,521
+456
| +6% | +$129K | 0.57% | 36 |
|
|
2023
Q4 | $2.39M | Buy |
8,065
+75
| +0.9% | +$22.2K | 0.62% | 34 |
|
|
2023
Q3 | $2.11M | Sell |
7,990
-65
| -0.8% | -$17.1K | 0.61% | 31 |
|
|
2023
Q2 | $2.4M | Buy |
8,055
+150
| +2% | +$44.8K | 0.69% | 29 |
|
|
2023
Q1 | $2.21M | Buy |
7,905
+383
| +5% | +$107K | 0.68% | 31 |
|
|
2022
Q4 | $1.98M | Sell |
7,522
-235
| -3% | -$62K | 0.6% | 40 |
|
|
2022
Q3 | $1.79M | Buy |
7,757
+453
| +6% | +$104K | 0.58% | 39 |
|
|
2022
Q2 | $1.8M | Buy |
7,304
+191
| +3% | +$47.1K | 0.6% | 34 |
|
|
2022
Q1 | $1.76M | Buy |
7,113
+1,499
| +27% | +$370K | 0.5% | 40 |
|
|
2021
Q4 | $1.51M | Buy |
5,614
+2,438
| +77% | +$654K | 0.43% | 42 |
|
|
2021
Q3 | $765K | Buy |
3,176
+297
| +10% | +$71.5K | 0.23% | 63 |
|
|
2021
Q2 | $665K | Buy |
2,879
+38
| +1% | +$8.78K | 0.22% | 59 |
|
|
2021
Q1 | $636K | Buy |
2,841
+224
| +9% | +$50.1K | 0.23% | 58 |
|
|
2020
Q4 | $561K | Buy |
2,617
+63
| +2% | +$13.5K | 0.22% | 50 |
|
|
2020
Q3 | $560K | Sell |
2,554
-54
| -2% | -$11.8K | 0.25% | 48 |
|
|
2020
Q2 | $481K | Buy |
2,608
+132
| +5% | +$24.3K | 0.24% | 44 |
|
|
2020
Q1 | $399K | Sell |
2,476
-49
| -2% | -$7.9K | 0.25% | 45 |
|
|
2019
Q4 | $499K | Buy |
+2,525
| New | +$499K | 0.28% | 35 |
|