MWA
MN Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
1,564
+60
| +4% | +$17.5K | 0.27% | 69 |
|
|
2025
Q1 | $470K | Sell |
1,504
-239
| -14% | -$74.7K | 0.28% | 66 |
|
|
2024
Q4 | $505K | Buy |
1,743
+892
| +105% | +$259K | 0.28% | 64 |
|
|
2024
Q3 | $452K | Buy |
851
+14
| +2% | +$7.43K | 0.26% | 63 |
|
|
2024
Q2 | $374K | Sell |
837
-561
| -40% | -$251K | 0.22% | 73 |
|
|
2024
Q1 | $394K | Buy |
1,398
+22
| +2% | +$6.21K | 0.24% | 69 |
|
|
2023
Q4 | $408K | Buy |
+1,376
| New | +$408K | 0.28% | 63 |
|