LWA

Lowe Wealth Advisors’s McDonald's MCD Stock Holding History

Lowe Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$43.8K	Hold	150	–	–	0.02%	152
2025 Q1	$46.9K	Hold	150	–	–	0.02%	140
2024 Q4	$43.5K	Hold	150	–	–	0.02%	141
2024 Q3	$45.7K	Hold	150	–	–	0.02%	134
2024 Q2	$38.2K	Hold	150	–	–	0.02%	142
2024 Q1	$42.3K	Sell	150 -4	-3%	-$1.13K	0.02%	129
2023 Q4	$45.7K	Hold	154	–	–	0.02%	118
2023 Q3	$40.6K	Sell	154 -70	-31%	-$18.4K	0.02%	117
2023 Q2	$66.8K	Hold	224	–	–	0.03%	97
2023 Q1	$62.6K	Hold	224	–	–	0.03%	89
2022 Q4	$59K	Buy	224 +100	+81%	+$26.4K	0.03%	95
2022 Q3	$29K	Hold	124	–	–	0.02%	128
2022 Q2	$31K	Hold	124	–	–	0.02%	118
2022 Q1	$31K	Hold	124	–	–	0.01%	126
2021 Q4	$33K	Hold	124	–	–	0.01%	122
2021 Q3	$30K	Hold	124	–	–	0.01%	117
2021 Q2	$29K	Hold	124	–	–	0.01%	120
2021 Q1	$28K	Buy	124 +20	+19%	+$4.52K	0.01%	117
2020 Q4	$22K	Hold	104	–	–	0.01%	127
2020 Q3	$23K	Buy	104 +34	+49%	+$7.52K	0.01%	111
2020 Q2	$13K	Hold	70	–	–	0.01%	132
2020 Q1	$12K	Hold	70	–	–	0.01%	134
2019 Q4	$14K	Hold	70	–	–	0.01%	139
2019 Q3	$15K	Hold	70	–	–	0.01%	130
2019 Q2	$15K	Hold	70	–	–	0.01%	134
2019 Q1	$13K	Hold	70	–	–	0.01%	128
2018 Q4	$12K	Hold	70	–	–	0.01%	126
2018 Q3	$12K	Hold	70	–	–	0.01%	141
2018 Q2	$11K	Sell	70 -54	-44%	-$8.49K	0.01%	136
2018 Q1	$19K	Hold	124	–	–	0.01%	114
2017 Q4	$21K	Hold	124	–	–	0.01%	112
2017 Q3	$19K	Hold	124	–	–	0.01%	115
2017 Q2	$19K	Hold	124	–	–	0.01%	102
2017 Q1	$16K	Hold	124	–	–	0.01%	112
2016 Q4	$15K	Hold	124	–	–	0.01%	114
2016 Q3	$14K	Hold	124	–	–	0.01%	124
2016 Q2	$15K	Hold	124	–	–	0.01%	119
2016 Q1	$16K	Hold	124	–	–	0.01%	107
2015 Q4	$15K	Hold	124	–	–	0.01%	105
2015 Q3	$12K	Sell	124 -800	-87%	-$77.4K	0.01%	120
2015 Q2	$88K	Hold	924	–	–	0.06%	50
2015 Q1	$90K	Hold	924	–	–	0.06%	48
2014 Q4	$87K	Buy	+924	New	+$87K	0.06%	50