MTWM
Masso Torrence Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,752
+216
| +14% | +$63.1K | 0.24% | 66 |
|
|
2025
Q1 | $480K | Buy |
1,536
+161
| +12% | +$50.3K | 0.26% | 66 |
|
|
2024
Q4 | $399K | Buy |
1,375
+96
| +8% | +$27.8K | 0.21% | 66 |
|
|
2024
Q3 | $389K | Sell |
1,279
-73
| -5% | -$22.2K | 0.21% | 67 |
|
|
2024
Q2 | $345K | Buy |
1,352
+130
| +11% | +$33.1K | 0.19% | 72 |
|
|
2024
Q1 | $345K | Buy |
1,222
+305
| +33% | +$86K | 0.2% | 68 |
|
|
2023
Q4 | $272K | Buy |
+917
| New | +$272K | 0.19% | 71 |
|
|
2022
Q1 | – | Sell |
-61
| Closed | -$16K | – | 241 |
|
|
2021
Q4 | $16K | Buy |
+61
| New | +$16K | 0.01% | 235 |
|