NWMG
Nicholson Wealth Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,479
+123
| +2% | +$35.9K | 1.17% | 19 |
|
|
2025
Q1 | $1.99M | Sell |
6,356
-35
| -0.5% | -$10.9K | 1.3% | 11 |
|
|
2024
Q4 | $1.85M | Buy |
6,391
+2,520
| +65% | +$731K | 1.24% | 11 |
|
|
2024
Q3 | $1.18M | Buy |
+3,871
| New | +$1.18M | 0.97% | 26 |
|