RWB
RMR Wealth Builders’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
7,104
+521
| +8% | +$152K | 0.19% | 72 |
|
|
2025
Q1 | $2.06M | Buy |
6,583
+972
| +17% | +$304K | 0.22% | 63 |
|
|
2024
Q4 | $1.63M | Buy |
5,611
+535
| +11% | +$155K | 0.17% | 74 |
|
|
2024
Q3 | $1.55M | Sell |
5,076
-191
| -4% | -$58.2K | 0.16% | 77 |
|
|
2024
Q2 | $1.34M | Buy |
5,267
+591
| +13% | +$151K | 0.15% | 79 |
|
|
2024
Q1 | $1.32M | Buy |
4,676
+838
| +22% | +$236K | 0.16% | 80 |
|
|
2023
Q4 | $1.14M | Buy |
3,838
+757
| +25% | +$224K | 0.16% | 77 |
|
|
2023
Q3 | $812K | Buy |
3,081
+1,988
| +182% | +$524K | 0.13% | 86 |
|
|
2023
Q2 | $326K | Sell |
1,093
-53
| -5% | -$15.8K | 0.06% | 162 |
|
|
2023
Q1 | $320K | Buy |
1,146
+229
| +25% | +$64K | 0.06% | 161 |
|
|
2022
Q4 | $242K | Sell |
917
-164
| -15% | -$43.2K | 0.05% | 166 |
|
|
2022
Q3 | $250K | Buy |
1,081
+124
| +13% | +$28.7K | 0.06% | 159 |
|
|
2022
Q2 | $236K | Sell |
957
-389
| -29% | -$95.9K | 0.06% | 161 |
|
|
2022
Q1 | $333K | Buy |
+1,346
| New | +$333K | 0.07% | 146 |
|
|
2021
Q4 | – | Sell |
-1,819
| Closed | -$439K | – | 170 |
|
|
2021
Q3 | $439K | Sell |
1,819
-116
| -6% | -$28K | 0.13% | 109 |
|
|
2021
Q2 | $447K | Sell |
1,935
-388
| -17% | -$89.6K | 0.15% | 102 |
|
|
2021
Q1 | $521K | Buy |
2,323
+379
| +19% | +$85K | 0.14% | 96 |
|
|
2020
Q4 | $417K | Sell |
1,944
-1,893
| -49% | -$406K | 0.2% | 86 |
|
|
2020
Q3 | $842K | Buy |
3,837
+1,752
| +84% | +$384K | 0.22% | 75 |
|
|
2020
Q2 | $385K | Buy |
+2,085
| New | +$385K | 0.34% | 68 |
|
|
2019
Q4 | $310K | Buy |
+1,568
| New | +$310K | 0.3% | 69 |
|