LA
LVW Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
7,166
-493
| -6% | -$144K | 0.23% | 60 |
|
|
2025
Q1 | $2.39M | Sell |
7,659
-117
| -2% | -$36.5K | 0.29% | 46 |
|
|
2024
Q4 | $2.25M | Sell |
7,776
-106
| -1% | -$30.7K | 0.27% | 53 |
|
|
2024
Q3 | $2.4M | Sell |
7,882
-248
| -3% | -$75.5K | 0.31% | 50 |
|
|
2024
Q2 | $2.07M | Sell |
8,130
-939
| -10% | -$239K | 0.3% | 51 |
|
|
2024
Q1 | $2.56M | Sell |
9,069
-784
| -8% | -$221K | 0.43% | 42 |
|
|
2023
Q4 | $2.92M | Sell |
9,853
-1,660
| -14% | -$492K | 0.55% | 33 |
|
|
2023
Q3 | $3.03M | Sell |
11,513
-2,019
| -15% | -$532K | 0.63% | 34 |
|
|
2023
Q2 | $4.04M | Sell |
13,532
-4,732
| -26% | -$1.41M | 0.78% | 28 |
|
|
2023
Q1 | $5.11M | Sell |
18,264
-308
| -2% | -$86.1K | 1% | 18 |
|
|
2022
Q4 | $4.89M | Sell |
18,572
-133
| -0.7% | -$35.1K | 1% | 21 |
|
|
2022
Q3 | $4.32M | Sell |
18,705
-65
| -0.3% | -$15K | 0.96% | 21 |
|
|
2022
Q2 | $4.63M | Sell |
18,770
-215
| -1% | -$53.1K | 0.94% | 23 |
|
|
2022
Q1 | $4.7M | Buy |
18,985
+22
| +0.1% | +$5.44K | 0.79% | 29 |
|
|
2021
Q4 | $5.08M | Sell |
18,963
-907
| -5% | -$243K | 0.87% | 28 |
|
|
2021
Q3 | $4.79M | Sell |
19,870
-193
| -1% | -$46.5K | 0.83% | 28 |
|
|
2021
Q2 | $4.63M | Buy |
20,063
+157
| +0.8% | +$36.3K | 0.82% | 32 |
|
|
2021
Q1 | $4.46M | Buy |
19,906
+455
| +2% | +$102K | 0.86% | 31 |
|
|
2020
Q4 | $4.17M | Buy |
19,451
+199
| +1% | +$42.7K | 0.84% | 31 |
|
|
2020
Q3 | $4.23M | Sell |
19,252
-106
| -0.5% | -$23.3K | 0.93% | 26 |
|
|
2020
Q2 | $3.57M | Buy |
19,358
+978
| +5% | +$180K | 0.86% | 30 |
|
|
2020
Q1 | $3.04M | Buy |
18,380
+2,076
| +13% | +$343K | 0.81% | 38 |
|
|
2019
Q4 | $3.22M | Buy |
16,304
+1,021
| +7% | +$202K | 0.73% | 39 |
|
|
2019
Q3 | $3.28M | Sell |
15,283
-1,732
| -10% | -$372K | 0.81% | 31 |
|
|
2019
Q2 | $3.53M | Sell |
17,015
-114
| -0.7% | -$23.7K | 0.98% | 27 |
|
|
2019
Q1 | $3.25M | Sell |
17,129
-630
| -4% | -$120K | 0.87% | 33 |
|
|
2018
Q4 | $3.15M | Sell |
17,759
-478
| -3% | -$84.9K | 1.06% | 27 |
|
|
2018
Q3 | $3.05M | Buy |
18,237
+453
| +3% | +$75.8K | 0.86% | 26 |
|
|
2018
Q2 | $2.79M | Buy |
17,784
+303
| +2% | +$47.5K | 0.88% | 29 |
|
|
2018
Q1 | $2.73M | Sell |
17,481
-1,792
| -9% | -$280K | 0.85% | 26 |
|
|
2017
Q4 | $3.32M | Sell |
19,273
-812
| -4% | -$140K | 0.97% | 28 |
|
|
2017
Q3 | $3.15M | Sell |
20,085
-902
| -4% | -$141K | 1.25% | 22 |
|
|
2017
Q2 | $3.21M | Sell |
20,987
-907
| -4% | -$139K | 1.13% | 14 |
|
|
2017
Q1 | $2.84M | Sell |
21,894
-417
| -2% | -$54.1K | 1.02% | 25 |
|
|
2016
Q4 | $2.72M | Buy |
22,311
+681
| +3% | +$82.9K | 0.95% | 28 |
|
|
2016
Q3 | $2.5M | Buy |
21,630
+1,660
| +8% | +$191K | 0.82% | 31 |
|
|
2016
Q2 | $2.4M | Sell |
19,970
-774
| -4% | -$93.1K | 0.9% | 30 |
|
|
2016
Q1 | $2.61M | Sell |
20,744
-2,693
| -11% | -$338K | 0.83% | 29 |
|
|
2015
Q4 | $2.77M | Sell |
23,437
-1,048
| -4% | -$124K | 1.08% | 22 |
|
|
2015
Q3 | $2.41M | Sell |
24,485
-493
| -2% | -$48.6K | 1.11% | 25 |
|
|
2015
Q2 | $2.38M | Sell |
24,978
-1,179
| -5% | -$112K | 1.01% | 27 |
|
|
2015
Q1 | $2.55M | Buy |
26,157
+1,592
| +6% | +$155K | 1.21% | 23 |
|
|
2014
Q4 | $2.3M | Buy |
+24,565
| New | +$2.3M | 1.27% | 26 |
|