SWA
Sax Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95M | Sell |
16,943
-6,896
| -29% | -$2.01M | 0.3% | 55 |
|
|
2025
Q1 | $7.45M | Buy |
23,839
+137
| +0.6% | +$42.8K | 0.53% | 31 |
|
|
2024
Q4 | $6.87M | Buy |
23,702
+1,436
| +6% | +$416K | 0.54% | 28 |
|
|
2024
Q3 | $6.78M | Buy |
22,266
+18,342
| +467% | +$5.59M | 0.6% | 25 |
|
|
2024
Q2 | $1M | Buy |
3,924
+13
| +0.3% | +$3.31K | 0.1% | 88 |
|
|
2024
Q1 | $1.1M | Buy |
3,911
+1
| +0% | +$282 | 0.13% | 70 |
|
|
2023
Q4 | $1.16M | Buy |
3,910
+711
| +22% | +$211K | 0.19% | 65 |
|
|
2023
Q3 | $843K | Buy |
3,199
+81
| +3% | +$21.3K | 0.17% | 78 |
|
|
2023
Q2 | $931K | Hold |
3,118
| – | – | 0.19% | 71 |
|
|
2023
Q1 | $872K | Sell |
3,118
-38
| -1% | -$10.6K | 0.19% | 71 |
|
|
2022
Q4 | $832K | Sell |
3,156
-128
| -4% | -$33.7K | 0.19% | 69 |
|
|
2022
Q3 | $758K | Buy |
3,284
+10
| +0.3% | +$2.31K | 0.2% | 71 |
|
|
2022
Q2 | $808K | Buy |
3,274
+1
| +0% | +$247 | 0.21% | 72 |
|
|
2022
Q1 | $809K | Sell |
3,273
-205
| -6% | -$50.7K | 0.2% | 69 |
|
|
2021
Q4 | $932K | Sell |
3,478
-198
| -5% | -$53.1K | 0.19% | 72 |
|
|
2021
Q3 | $886K | Buy |
3,676
+204
| +6% | +$49.2K | 0.21% | 69 |
|
|
2021
Q2 | $802K | Buy |
3,472
+1
| +0% | +$231 | 0.28% | 65 |
|
|
2021
Q1 | $778K | Buy |
3,471
+1,355
| +64% | +$304K | 0.28% | 61 |
|
|
2020
Q4 | $454K | Buy |
+2,116
| New | +$454K | 0.21% | 80 |
|