SGWM
Sterling Group Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,362
| Closed | -$425K | – | 58 |
|
|
2025
Q1 | $425K | Hold |
1,362
| – | – | 0.23% | 31 |
|
|
2024
Q4 | $395K | Hold |
1,362
| – | – | 0.2% | 38 |
|
|
2024
Q3 | $415K | Sell |
1,362
-52
| -4% | -$15.8K | 0.22% | 31 |
|
|
2024
Q2 | $360K | Buy |
+1,414
| New | +$360K | 0.21% | 34 |
|
|
2024
Q1 | – | Sell |
-1,462
| Closed | -$433K | – | 27 |
|
|
2023
Q4 | $433K | Sell |
1,462
-282
| -16% | -$83.6K | 0.34% | 30 |
|
|
2023
Q3 | $459K | Sell |
1,744
-2
| -0.1% | -$527 | 0.43% | 25 |
|
|
2023
Q2 | $521K | Buy |
1,746
+19
| +1% | +$5.67K | 0.45% | 23 |
|
|
2023
Q1 | $483K | Buy |
1,727
+121
| +8% | +$33.8K | 0.46% | 23 |
|
|
2022
Q4 | $423K | Buy |
+1,606
| New | +$423K | 0.42% | 27 |
|