SPWG
Sage Private Wealth Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
1,128
-208
| -16% | -$60.8K | 0.21% | 70 |
|
|
2025
Q1 | $418K | Buy |
1,336
+24
| +2% | +$7.5K | 0.32% | 47 |
|
|
2024
Q4 | $380K | Buy |
1,312
+165
| +14% | +$47.8K | 0.29% | 49 |
|
|
2024
Q3 | $350K | Buy |
1,147
+12
| +1% | +$3.66K | 0.28% | 63 |
|
|
2024
Q2 | $289K | Sell |
1,135
-152
| -12% | -$38.8K | 0.24% | 68 |
|
|
2024
Q1 | $363K | Sell |
1,287
-136
| -10% | -$38.4K | 0.29% | 52 |
|
|
2023
Q4 | $422K | Sell |
1,423
-21
| -1% | -$6.23K | 0.38% | 33 |
|
|
2023
Q3 | $381K | Buy |
1,444
+33
| +2% | +$8.7K | 0.52% | 24 |
|
|
2023
Q2 | $421K | Sell |
1,411
-48
| -3% | -$14.3K | 0.57% | 19 |
|
|
2023
Q1 | $408K | Sell |
1,459
-142
| -9% | -$39.7K | 0.47% | 18 |
|
|
2022
Q4 | $422K | Buy |
1,601
+4
| +0.3% | +$1.06K | 0.5% | 17 |
|
|
2022
Q3 | $369K | Sell |
1,597
-6
| -0.4% | -$1.39K | 0.49% | 17 |
|
|
2022
Q2 | $396K | Sell |
1,603
-101
| -6% | -$25K | 0.57% | 15 |
|
|
2022
Q1 | $421K | Buy |
1,704
+17
| +1% | +$4.2K | 0.41% | 22 |
|
|
2021
Q4 | $452K | Buy |
1,687
+24
| +1% | +$6.43K | 0.56% | 19 |
|
|
2021
Q3 | $401K | Sell |
1,663
-20
| -1% | -$4.82K | 0.55% | 20 |
|
|
2021
Q2 | $389K | Buy |
1,683
+70
| +4% | +$16.2K | 0.53% | 22 |
|
|
2021
Q1 | $361K | Buy |
1,613
+48
| +3% | +$10.7K | 0.62% | 20 |
|
|
2020
Q4 | $336K | Buy |
+1,565
| New | +$336K | 0.94% | 21 |
|