LWM
Lodestone Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
2,298
-195
| -8% | -$57K | 0.33% | 77 |
|
|
2025
Q1 | $779K | Buy |
2,493
+71
| +3% | +$22.2K | 0.41% | 68 |
|
|
2024
Q4 | $702K | Buy |
2,422
+93
| +4% | +$27K | 0.35% | 74 |
|
|
2024
Q3 | $709K | Buy |
2,329
+559
| +32% | +$170K | 0.35% | 71 |
|
|
2024
Q2 | $451K | Buy |
1,770
+97
| +6% | +$24.7K | 0.24% | 101 |
|
|
2024
Q1 | $472K | Buy |
1,673
+90
| +6% | +$25.4K | 0.25% | 98 |
|
|
2023
Q4 | $469K | Buy |
1,583
+119
| +8% | +$35.3K | 0.27% | 87 |
|
|
2023
Q3 | $386K | Buy |
1,464
+178
| +14% | +$46.9K | 0.27% | 89 |
|
|
2023
Q2 | $384K | Sell |
1,286
-1
| -0.1% | -$299 | 0.26% | 93 |
|
|
2023
Q1 | $360K | Sell |
1,287
-28
| -2% | -$7.83K | 0.28% | 89 |
|
|
2022
Q4 | $347K | Buy |
+1,315
| New | +$347K | 0.28% | 85 |
|