RA
Rise Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
1,966
-103
| -5% | -$30.1K | 0.23% | 37 |
|
|
2025
Q1 | $646K | Buy |
2,069
+240
| +13% | +$75K | 0.29% | 31 |
|
|
2024
Q4 | $530K | Sell |
1,829
-194
| -10% | -$56.2K | 0.26% | 37 |
|
|
2024
Q3 | $616K | Buy |
2,023
+51
| +3% | +$15.5K | 0.3% | 32 |
|
|
2024
Q2 | $503K | Buy |
1,972
+24
| +1% | +$6.12K | 0.27% | 37 |
|
|
2024
Q1 | $549K | Buy |
1,948
+443
| +29% | +$125K | 0.29% | 31 |
|
|
2023
Q4 | $446K | Buy |
1,505
+180
| +14% | +$53.4K | 0.31% | 28 |
|
|
2023
Q3 | $349K | Buy |
1,325
+89
| +7% | +$23.4K | 0.28% | 31 |
|
|
2023
Q2 | $369K | Sell |
1,236
-86
| -7% | -$25.7K | 0.29% | 38 |
|
|
2023
Q1 | $370K | Buy |
1,322
+167
| +14% | +$46.7K | 0.28% | 41 |
|
|
2022
Q4 | $305K | Buy |
1,155
+45
| +4% | +$11.9K | 0.24% | 48 |
|
|
2022
Q3 | $256K | Buy |
1,110
+30
| +3% | +$6.92K | 0.21% | 55 |
|
|
2022
Q2 | $267K | Buy |
1,080
+123
| +13% | +$30.4K | 0.27% | 49 |
|
|
2022
Q1 | $237K | Buy |
957
+222
| +30% | +$55K | 0.21% | 59 |
|
|
2021
Q4 | $197K | Buy |
+735
| New | +$197K | 0.19% | 64 |
|