SDWMA
Schneider Downs Wealth Management Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
1,808
-90
| -5% | -$26.3K | 0.08% | 90 |
|
|
2025
Q1 | $593K | Hold |
1,898
| – | – | 0.11% | 77 |
|
|
2024
Q4 | $550K | Hold |
1,898
| – | – | 0.1% | 83 |
|
|
2024
Q3 | $578K | Sell |
1,898
-9
| -0.5% | -$2.74K | 0.12% | 76 |
|
|
2024
Q2 | $486K | Sell |
1,907
-89
| -4% | -$22.7K | 0.11% | 76 |
|
|
2024
Q1 | $563K | Buy |
+1,996
| New | +$563K | 0.13% | 70 |
|