LAS
LWM Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
1,730
-110
| -6% | -$32.2K | 0.35% | 49 |
|
|
2025
Q1 | $575K | Hold |
1,840
| – | – | 0.4% | 42 |
|
|
2024
Q4 | $535K | Hold |
1,840
| – | – | 0.37% | 46 |
|
|
2024
Q3 | $560K | Buy |
1,840
+479
| +35% | +$146K | 0.41% | 40 |
|
|
2024
Q2 | $347K | Sell |
1,361
-447
| -25% | -$114K | 0.29% | 61 |
|
|
2024
Q1 | $510K | Sell |
1,808
-52
| -3% | -$14.7K | 0.41% | 42 |
|
|
2023
Q4 | $551K | Buy |
1,860
+11
| +0.6% | +$3.26K | 0.48% | 37 |
|
|
2023
Q3 | $485K | Buy |
1,849
+34
| +2% | +$8.91K | 0.52% | 35 |
|
|
2023
Q2 | $539K | Sell |
1,815
-9
| -0.5% | -$2.67K | 0.57% | 31 |
|
|
2023
Q1 | $511K | Buy |
1,824
+21
| +1% | +$5.89K | 0.55% | 36 |
|
|
2022
Q4 | $478K | Sell |
1,803
-609
| -25% | -$161K | 0.53% | 39 |
|
|
2022
Q3 | $576K | Buy |
2,412
+250
| +12% | +$59.7K | 0.65% | 44 |
|
|
2022
Q2 | $536K | Buy |
2,162
+814
| +60% | +$202K | 0.64% | 47 |
|
|
2022
Q1 | $334K | Buy |
1,348
+143
| +12% | +$35.4K | 0.41% | 74 |
|
|
2021
Q4 | $323K | Buy |
+1,205
| New | +$323K | 0.4% | 77 |
|