SWA
SOA Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
9,925
+598
| +6% | +$45.7K | 0.14% | 92 |
|
|
2025
Q1 | $836K | Buy |
9,327
+6,629
| +246% | +$594K | 0.17% | 82 |
|
|
2024
Q4 | $782K | Sell |
2,698
-1,981
| -42% | -$574K | 0.14% | 86 |
|
|
2024
Q3 | $1.42M | Sell |
4,679
-865
| -16% | -$263K | 0.27% | 60 |
|
|
2024
Q2 | $1.41M | Sell |
5,544
-418
| -7% | -$107K | 0.28% | 58 |
|
|
2024
Q1 | $1.68M | Sell |
5,962
-18
| -0.3% | -$5.08K | 0.35% | 54 |
|
|
2023
Q4 | $1.77M | Sell |
5,980
-491
| -8% | -$146K | 0.39% | 51 |
|
|
2023
Q3 | $1.7M | Sell |
6,471
-141
| -2% | -$37.1K | 0.42% | 48 |
|
|
2023
Q2 | $1.97M | Sell |
6,612
-89
| -1% | -$26.6K | 0.46% | 43 |
|
|
2023
Q1 | $1.87M | Sell |
6,701
-9
| -0.1% | -$2.52K | 0.46% | 46 |
|
|
2022
Q4 | $1.77M | Sell |
6,710
-71
| -1% | -$18.7K | 0.48% | 46 |
|
|
2022
Q3 | $1.56M | Sell |
6,781
-170
| -2% | -$39.2K | 0.47% | 47 |
|
|
2022
Q2 | $1.72M | Sell |
6,951
-2,221
| -24% | -$548K | 0.51% | 48 |
|
|
2022
Q1 | $2.27M | Sell |
9,172
-141
| -2% | -$34.9K | 0.55% | 46 |
|
|
2021
Q4 | $2.49M | Sell |
9,313
-257
| -3% | -$68.7K | 0.6% | 45 |
|
|
2021
Q3 | $2.31M | Sell |
9,570
-545
| -5% | -$131K | 0.59% | 45 |
|
|
2021
Q2 | $2.34M | Sell |
10,115
-1,320
| -12% | -$305K | 0.6% | 42 |
|
|
2021
Q1 | $2.56M | Sell |
11,435
-491
| -4% | -$110K | 0.72% | 38 |
|
|
2020
Q4 | $2.56M | Buy |
+11,926
| New | +$2.56M | 0.7% | 39 |
|