MCWA
Meadow Creek Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
3,874
+102
| +3% | +$29.8K | 0.76% | 27 |
|
|
2025
Q1 | $1.18M | Sell |
3,772
-22
| -0.6% | -$6.87K | 0.88% | 29 |
|
|
2024
Q4 | $1.1M | Buy |
3,794
+89
| +2% | +$25.8K | 0.79% | 29 |
|
|
2024
Q3 | $1.13M | Buy |
3,705
+467
| +14% | +$142K | 0.89% | 27 |
|
|
2024
Q2 | $825K | Buy |
3,238
+196
| +6% | +$49.9K | 0.78% | 31 |
|
|
2024
Q1 | $858K | Sell |
3,042
-49
| -2% | -$13.8K | 0.6% | 42 |
|
|
2023
Q4 | $916K | Buy |
+3,091
| New | +$916K | 0.89% | 23 |
|
|
2022
Q3 | $677K | Buy |
2,932
+1,060
| +57% | +$245K | 0.9% | 21 |
|
|
2022
Q2 | $462K | Sell |
1,872
-209
| -10% | -$51.6K | 0.57% | 41 |
|
|
2022
Q1 | $515K | Buy |
2,081
+25
| +1% | +$6.19K | 0.56% | 44 |
|
|
2021
Q4 | $551K | Buy |
+2,056
| New | +$551K | 0.52% | 41 |
|
|
2019
Q4 | $425K | Buy |
+2,152
| New | +$425K | 0.59% | 59 |
|