RWM
Reston Wealth Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-636
| Closed | -$194K | – | 271 |
|
2024
Q3 | $194K | Buy |
+636
| New | +$194K | 0.07% | 52 |
|
2024
Q1 | – | Sell |
-715
| Closed | -$212K | – | 55 |
|
2023
Q4 | $212K | Buy |
+715
| New | +$212K | 0.1% | 49 |
|
2023
Q3 | – | Sell |
-683
| Closed | -$204K | – | 53 |
|
2023
Q2 | $204K | Buy |
+683
| New | +$204K | 0.1% | 47 |
|
2022
Q1 | – | Sell |
-760
| Closed | -$204K | – | 65 |
|
2021
Q4 | $204K | Buy |
+760
| New | +$204K | 0.1% | 61 |
|
2019
Q4 | – | Sell |
-951
| Closed | -$204K | – | 46 |
|
2019
Q3 | $204K | Buy |
+951
| New | +$204K | 0.18% | 45 |
|