NEWAS
N.E.W. Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
5,291
-175
| -3% | -$51.1K | 0.15% | 56 |
|
|
2025
Q1 | $1.71M | Buy |
5,466
+652
| +14% | +$204K | 0.13% | 68 |
|
|
2024
Q4 | $1.4M | Buy |
4,814
+5
| +0.1% | +$1.45K | 0.13% | 68 |
|
|
2024
Q3 | $1.46M | Sell |
4,809
-241
| -5% | -$73.4K | 0.14% | 63 |
|
|
2024
Q2 | $1.29M | Sell |
5,050
-426
| -8% | -$109K | 0.14% | 64 |
|
|
2024
Q1 | $1.54M | Buy |
5,476
+8
| +0.1% | +$2.26K | 0.17% | 62 |
|
|
2023
Q4 | $1.62M | Sell |
5,468
-7
| -0.1% | -$2.08K | 0.2% | 57 |
|
|
2023
Q3 | $1.44M | Sell |
5,475
-64
| -1% | -$16.9K | 0.21% | 56 |
|
|
2023
Q2 | $1.65M | Sell |
5,539
-232
| -4% | -$69.2K | 0.23% | 44 |
|
|
2023
Q1 | $1.61M | Buy |
5,771
+61
| +1% | +$17.1K | 0.23% | 43 |
|
|
2022
Q4 | $1.5M | Sell |
5,710
-333
| -6% | -$87.7K | 0.24% | 43 |
|
|
2022
Q3 | $1.39M | Buy |
6,043
+23
| +0.4% | +$5.31K | 0.25% | 40 |
|
|
2022
Q2 | $1.49M | Sell |
6,020
-261
| -4% | -$64.4K | 0.26% | 41 |
|
|
2022
Q1 | $1.41M | Buy |
6,281
+82
| +1% | +$18.4K | 0.27% | 43 |
|
|
2021
Q4 | $1.66M | Hold |
6,199
| – | – | 0.25% | 39 |
|
|
2021
Q3 | $1.5M | Sell |
6,199
-35
| -0.6% | -$8.44K | 0.24% | 42 |
|
|
2021
Q2 | $1.44M | Sell |
6,234
-34
| -0.5% | -$7.87K | 0.24% | 43 |
|
|
2021
Q1 | $1.42M | Sell |
6,268
-954
| -13% | -$216K | 0.27% | 44 |
|
|
2020
Q4 | $1.55M | Buy |
+7,222
| New | +$1.55M | 0.33% | 43 |
|