QWP
Quotient Wealth Partners’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $769K | Buy |
2,631
+15
| +0.6% | +$4.38K | 0.02% | 136 |
|
2025
Q1 | $817K | Buy |
2,616
+258
| +11% | +$80.6K | 0.03% | 125 |
|
2024
Q4 | $683K | Buy |
2,358
+300
| +15% | +$87K | 0.02% | 139 |
|
2024
Q3 | $627K | Buy |
2,058
+131
| +7% | +$39.9K | 0.02% | 153 |
|
2024
Q2 | $491K | Sell |
1,927
-219
| -10% | -$55.8K | 0.02% | 175 |
|
2024
Q1 | $605K | Buy |
2,146
+36
| +2% | +$10.1K | 0.02% | 152 |
|
2023
Q4 | $626K | Buy |
+2,110
| New | +$626K | 0.02% | 154 |
|