MWM
MBE Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
1,809
-20
| -1% | -$5.84K | 0.23% | 57 |
|
|
2025
Q1 | $571K | Buy |
1,829
+1
| +0.1% | +$312 | 0.27% | 49 |
|
|
2024
Q4 | $530K | Hold |
1,828
| – | – | 0.3% | 43 |
|
|
2024
Q3 | $557K | Sell |
1,828
-18
| -1% | -$5.48K | 0.31% | 45 |
|
|
2024
Q2 | $470K | Hold |
1,846
| – | – | 0.28% | 48 |
|
|
2024
Q1 | $520K | Buy |
1,846
+34
| +2% | +$9.59K | 0.32% | 45 |
|
|
2023
Q4 | $537K | Sell |
1,812
-4
| -0.2% | -$1.19K | 0.28% | 44 |
|
|
2023
Q3 | $479K | Buy |
1,816
+9
| +0.5% | +$2.37K | 0.27% | 41 |
|
|
2023
Q2 | $539K | Sell |
1,807
-18
| -1% | -$5.37K | 0.29% | 35 |
|
|
2023
Q1 | $510K | Buy |
1,825
+79
| +5% | +$22.1K | 0.3% | 35 |
|
|
2022
Q4 | $460K | Buy |
+1,746
| New | +$460K | 0.3% | 34 |
|
|
2020
Q2 | – | Sell |
-498
| Closed | -$82K | – | 321 |
|
|
2020
Q1 | $82K | Buy |
+498
| New | +$82K | 0.08% | 79 |
|