RWP
Ridgecrest Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
2,349
+14
| +0.6% | +$4.09K | 0.36% | 52 |
|
|
2025
Q1 | $729K | Sell |
2,335
-200
| -8% | -$62.5K | 0.38% | 51 |
|
|
2024
Q4 | $735K | Hold |
2,535
| – | – | 0.4% | 46 |
|
|
2024
Q3 | $772K | Buy |
2,535
+100
| +4% | +$30.5K | 0.4% | 46 |
|
|
2024
Q2 | $621K | Hold |
2,435
| – | – | 0.37% | 50 |
|
|
2024
Q1 | $687K | Hold |
2,435
| – | – | 0.41% | 49 |
|
|
2023
Q4 | $722K | Hold |
2,435
| – | – | 0.48% | 44 |
|
|
2023
Q3 | $641K | Buy |
2,435
+1
| +0% | +$263 | 0.45% | 46 |
|
|
2023
Q2 | $726K | Hold |
2,434
| – | – | 0.48% | 39 |
|
|
2023
Q1 | $681K | Hold |
2,434
| – | – | 0.48% | 40 |
|
|
2022
Q4 | $641K | Hold |
2,434
| – | – | 0.49% | 40 |
|
|
2022
Q3 | $562K | Hold |
2,434
| – | – | 0.46% | 46 |
|
|
2022
Q2 | $601K | Buy |
2,434
+111
| +5% | +$27.4K | 0.44% | 46 |
|
|
2022
Q1 | $574K | Hold |
2,323
| – | – | 0.36% | 55 |
|
|
2021
Q4 | $623K | Hold |
2,323
| – | – | 0.3% | 63 |
|
|
2021
Q3 | $560K | Buy |
2,323
+764
| +49% | +$184K | 0.31% | 62 |
|
|
2021
Q2 | $360K | Buy |
1,559
+68
| +5% | +$15.7K | 0.22% | 77 |
|
|
2021
Q1 | $334K | Buy |
+1,491
| New | +$334K | 0.32% | 63 |
|