MGWA
Monument Group Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,008
+69
| +7% | +$20.2K | 0.19% | 39 |
|
|
2025
Q1 | $293K | Hold |
939
| – | – | 0.2% | 36 |
|
|
2024
Q4 | $272K | Sell |
939
-50
| -5% | -$14.5K | 0.19% | 38 |
|
|
2024
Q3 | $301K | Hold |
989
| – | – | 0.18% | 39 |
|
|
2024
Q2 | $252K | Hold |
989
| – | – | 0.17% | 40 |
|
|
2024
Q1 | $279K | Buy |
+989
| New | +$279K | 0.21% | 40 |
|