MSWM
McGlone Suttner Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
4,354
+180
| +4% | +$52.6K | 0.19% | 56 |
|
|
2025
Q1 | $1.3M | Buy |
4,174
+262
| +7% | +$81.8K | 0.21% | 51 |
|
|
2024
Q4 | $1.13M | Buy |
3,912
+143
| +4% | +$41.4K | 0.19% | 55 |
|
|
2024
Q3 | $1.15M | Sell |
3,769
-416
| -10% | -$127K | 0.24% | 54 |
|
|
2024
Q2 | $1.24M | Buy |
4,185
+165
| +4% | +$48.9K | 0.26% | 44 |
|
|
2024
Q1 | $1.13M | Sell |
4,020
-165
| -4% | -$46.5K | 0.21% | 55 |
|
|
2023
Q4 | $1.24M | Buy |
4,185
+191
| +5% | +$56.6K | 0.25% | 44 |
|
|
2023
Q3 | $1.05M | Buy |
3,994
+167
| +4% | +$44K | 0.24% | 49 |
|
|
2023
Q2 | $1.14M | Buy |
3,827
+91
| +2% | +$27.2K | 0.26% | 44 |
|
|
2023
Q1 | $1.05M | Buy |
3,736
+219
| +6% | +$61.3K | 0.27% | 41 |
|
|
2022
Q4 | $928K | Buy |
+3,517
| New | +$928K | 0.29% | 46 |
|