MWM
MGB Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
3,417
-308
| -8% | -$89.9K | 0.33% | 72 |
|
|
2025
Q1 | $1.15M | Sell |
3,725
-118
| -3% | -$36.5K | 0.42% | 62 |
|
|
2024
Q4 | $1.11M | Buy |
3,843
+69
| +2% | +$20K | 0.35% | 61 |
|
|
2024
Q3 | $1.15M | Sell |
3,774
-430
| -10% | -$131K | 0.42% | 56 |
|
|
2024
Q2 | $1.07M | Sell |
4,204
-501
| -11% | -$127K | 0.4% | 65 |
|
|
2024
Q1 | $1.33M | Buy |
4,705
+395
| +9% | +$111K | 0.54% | 46 |
|
|
2023
Q4 | $1.28M | Buy |
+4,310
| New | +$1.28M | 0.64% | 45 |
|