SWA
Safir Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
923
| – | – | 0.2% | 12 |
|
|
2025
Q1 | $288K | Buy |
923
+208
| +29% | +$65K | 0.23% | 12 |
|
|
2024
Q4 | $207K | Hold |
715
| – | – | 0.16% | 16 |
|
|
2024
Q3 | $218K | Buy |
+715
| New | +$218K | 0.17% | 16 |
|
|
2024
Q2 | – | Sell |
-715
| Closed | -$202K | – | 17 |
|
|
2024
Q1 | $202K | Hold |
715
| – | – | 0.17% | 17 |
|
|
2023
Q4 | $212K | Buy |
+715
| New | +$212K | 0.19% | 15 |
|
|
2023
Q3 | – | Sell |
-715
| Closed | -$213K | – | 16 |
|
|
2023
Q2 | $213K | Buy |
+715
| New | +$213K | 0.2% | 16 |
|