SWM
Seed Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
2,332
| – | – | 0.51% | 51 |
|
|
2025
Q1 | $728K | Hold |
2,332
| – | – | 0.59% | 45 |
|
|
2024
Q4 | $676K | Hold |
2,332
| – | – | 0.55% | 47 |
|
|
2024
Q3 | $710K | Hold |
2,332
| – | – | 0.57% | 46 |
|
|
2024
Q2 | $594K | Hold |
2,332
| – | – | 0.52% | 47 |
|
|
2024
Q1 | $653K | Hold |
2,332
| – | – | 0.62% | 38 |
|
|
2023
Q4 | $693K | Hold |
2,332
| – | – | 0.7% | 35 |
|
|
2023
Q3 | $614K | Hold |
2,332
| – | – | 0.69% | 39 |
|
|
2023
Q2 | $696K | Hold |
2,332
| – | – | 0.74% | 35 |
|
|
2023
Q1 | $652K | Hold |
2,332
| – | – | 0.74% | 32 |
|
|
2022
Q4 | $615K | Buy |
+2,332
| New | +$615K | 0.7% | 35 |
|