MRWM
ML&R Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $413K | Hold |
1,466
| – | – | 0.1% | 47 |
|
|
2023
Q4 | $435K | Sell |
1,466
-69
| -4% | -$20.5K | 0.1% | 49 |
|
|
2023
Q3 | $404K | Buy |
1,535
+241
| +19% | +$63.5K | 0.11% | 42 |
|
|
2023
Q2 | $386K | Sell |
1,294
-75
| -5% | -$22.4K | 0.09% | 71 |
|
|
2023
Q1 | $383K | Buy |
+1,369
| New | +$383K | 0.1% | 45 |
|