LWM Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
|
|||||
|
2025
Q1 | $575K | Hold |
|
|||||
|
2024
Q4 | $535K | Hold |
|
|||||
|
2024
Q3 | $560K | Buy |
|
|||||
|
2024
Q2 | $347K | Sell |
|
|||||
|
2024
Q1 | $510K | Sell |
|
|||||
|
2023
Q4 | $551K | Buy |
|
|||||
|
2023
Q3 | $485K | Buy |
|
|||||
|
2023
Q2 | $539K | Sell |
|
|||||
|
2023
Q1 | $511K | Buy |
|
|||||
|
2022
Q4 | $478K | Sell |
|
|||||
|
2022
Q3 | $576K | Buy |
|
|||||
|
2022
Q2 | $536K | Buy |
|
|||||
|
2022
Q1 | $334K | Buy |
|
|||||
|
2021
Q4 | $323K | Buy |
|