SWMG
Signature Wealth Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
837
+128
| +18% | +$37.4K | 0.1% | 106 |
|
|
2025
Q1 | $221K | Sell |
709
-29
| -4% | -$9.06K | 0.09% | 111 |
|
|
2024
Q4 | $214K | Sell |
738
-30
| -4% | -$8.7K | 0.09% | 104 |
|
|
2024
Q3 | $234K | Sell |
768
-40
| -5% | -$12.2K | 0.09% | 101 |
|
|
2024
Q2 | $206K | Buy |
808
+30
| +4% | +$7.65K | 0.09% | 100 |
|
|
2024
Q1 | $212K | Buy |
778
+18
| +2% | +$4.9K | 0.1% | 101 |
|
|
2023
Q4 | $225K | Buy |
+760
| New | +$225K | 0.1% | 98 |
|
|
2018
Q4 | – | Sell |
-838
| Closed | -$145K | – | 203 |
|
|
2018
Q3 | $145K | Sell |
838
-76
| -8% | -$13.2K | 0.11% | 73 |
|
|
2018
Q2 | $143K | Hold |
914
| – | – | 0.11% | 72 |
|
|
2018
Q1 | $143K | Sell |
914
-70
| -7% | -$11K | 0.11% | 72 |
|
|
2017
Q4 | $169K | Buy |
+984
| New | +$169K | 0.12% | 68 |
|