LFASL
Lugano Financial Advisors SA (LFA)’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $146K | Hold |
500
| – | – | 0.09% | 94 |
|
2025
Q1 | $156K | Hold |
500
| – | – | 0.11% | 81 |
|
2024
Q4 | $145K | Hold |
500
| – | – | 0.09% | 89 |
|
2024
Q3 | $152K | Hold |
500
| – | – | 0.1% | 87 |
|
2024
Q2 | $127K | Hold |
500
| – | – | 0.1% | 89 |
|
2024
Q1 | $141K | Sell |
500
-70
| -12% | -$19.7K | 0.1% | 86 |
|
2023
Q4 | $169K | Buy |
570
+50
| +10% | +$14.8K | 0.13% | 62 |
|
2023
Q3 | $137K | Sell |
520
-480
| -48% | -$126K | 0.12% | 71 |
|
2023
Q2 | $298K | Buy |
+1,000
| New | +$298K | 0.2% | 59 |
|