LGWM
Litman Gregory Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
976
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $305K | Hold |
976
| – | – | 0.03% | 116 |
|
|
2024
Q4 | $283K | Hold |
976
| – | – | 0.02% | 110 |
|
|
2024
Q3 | $297K | Hold |
976
| – | – | 0.02% | 116 |
|
|
2024
Q2 | $249K | Sell |
976
-168
| -15% | -$42.8K | 0.02% | 119 |
|
|
2024
Q1 | $323K | Buy |
+1,144
| New | +$323K | 0.03% | 107 |
|
|
2023
Q2 | – | Sell |
-1,125
| Closed | -$315K | – | 100 |
|
|
2023
Q1 | $315K | Buy |
+1,125
| New | +$315K | 0.12% | 28 |
|
|
2021
Q2 | – | Sell |
-57
| Closed | -$13K | – | 139 |
|
|
2021
Q1 | $13K | Hold |
57
| – | – | ﹤0.01% | 147 |
|
|
2020
Q4 | $12K | Sell |
57
-14
| -20% | -$2.95K | ﹤0.01% | 148 |
|
|
2020
Q3 | $16K | Buy |
71
+14
| +25% | +$3.16K | ﹤0.01% | 127 |
|
|
2020
Q2 | $11K | Hold |
57
| – | – | ﹤0.01% | 132 |
|
|
2020
Q1 | $9K | Sell |
57
-91
| -61% | -$14.4K | ﹤0.01% | 126 |
|
|
2019
Q4 | $29K | Buy |
148
+75
| +103% | +$14.7K | 0.01% | 109 |
|
|
2019
Q3 | $16K | Sell |
73
-58
| -44% | -$12.7K | ﹤0.01% | 123 |
|
|
2019
Q2 | $27K | Buy |
+131
| New | +$27K | 0.01% | 120 |
|
|
2018
Q2 | – | Sell |
-575
| Closed | -$90K | – | 140 |
|
|
2018
Q1 | $90K | Buy |
+575
| New | +$90K | 0.04% | 53 |
|