NRW
Nova R Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
1,158
-97
| -8% | -$28.3K | 0.16% | 65 |
|
|
2025
Q1 | $392K | Buy |
1,255
+100
| +9% | +$31.2K | 0.19% | 59 |
|
|
2024
Q4 | $335K | Hold |
1,155
| – | – | 0.17% | 61 |
|
|
2024
Q3 | $352K | Hold |
1,155
| – | – | 0.17% | 62 |
|
|
2024
Q2 | $294K | Hold |
1,155
| – | – | 0.15% | 65 |
|
|
2024
Q1 | $326K | Hold |
1,155
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $342K | Hold |
1,155
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $304K | Hold |
1,155
| – | – | 0.21% | 50 |
|
|
2023
Q2 | $345K | Hold |
1,155
| – | – | 0.23% | 50 |
|
|
2023
Q1 | $323K | Hold |
1,155
| – | – | 0.22% | 56 |
|
|
2022
Q4 | $304K | Hold |
1,155
| – | – | 0.22% | 57 |
|
|
2022
Q3 | $266K | Hold |
1,155
| – | – | 0.22% | 55 |
|
|
2022
Q2 | $285K | Hold |
1,155
| – | – | 0.23% | 59 |
|
|
2022
Q1 | $286K | Hold |
1,155
| – | – | 0.24% | 55 |
|
|
2021
Q4 | $310K | Buy |
+1,155
| New | +$310K | 0.25% | 55 |
|