LRWA
Long Run Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
740
-38
| -5% | -$11.1K | 0.05% | 99 |
|
|
2025
Q1 | $243K | Buy |
778
+39
| +5% | +$12.2K | 0.06% | 92 |
|
|
2024
Q4 | $214K | Buy |
739
+3
| +0.4% | +$870 | 0.05% | 92 |
|
|
2024
Q3 | $224K | Buy |
+736
| New | +$224K | 0.05% | 96 |
|
|
2024
Q1 | – | Sell |
-840
| Closed | -$249K | – | 97 |
|
|
2023
Q4 | $249K | Buy |
+840
| New | +$249K | 0.07% | 84 |
|
|
2023
Q3 | – | Sell |
-684
| Closed | -$204K | – | 90 |
|
|
2023
Q2 | $204K | Buy |
+684
| New | +$204K | 0.07% | 94 |
|