LA
LM Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
1,872
-2,722
| -59% | -$795K | 0.07% | 121 |
|
|
2025
Q1 | $1.44M | Sell |
4,594
-435
| -9% | -$136K | 0.26% | 69 |
|
|
2024
Q4 | $1.46M | Buy |
5,029
+3,009
| +149% | +$872K | 0.26% | 71 |
|
|
2024
Q3 | $615K | Hold |
2,020
| – | – | 0.13% | 105 |
|
|
2024
Q2 | $515K | Hold |
2,020
| – | – | ﹤0.01% | 128 |
|
|
2024
Q1 | $570K | Sell |
2,020
-300
| -13% | -$84.7K | 0.09% | 129 |
|
|
2023
Q4 | $688K | Buy |
+2,320
| New | +$688K | 0.14% | 97 |
|