SPWG
Syntegra Private Wealth Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
2,379
-29
| -1% | -$8.47K | 0.07% | 72 |
|
|
2025
Q1 | $752K | Buy |
2,408
+55
| +2% | +$17.2K | 0.09% | 62 |
|
|
2024
Q4 | $682K | Buy |
2,353
+971
| +70% | +$281K | 0.08% | 60 |
|
|
2024
Q3 | $421K | Sell |
1,382
-55
| -4% | -$16.7K | 0.05% | 97 |
|
|
2024
Q2 | $366K | Buy |
1,437
+83
| +6% | +$21.2K | 0.05% | 99 |
|
|
2024
Q1 | $382K | Sell |
1,354
-76
| -5% | -$21.4K | 0.05% | 94 |
|
|
2023
Q4 | $424K | Buy |
1,430
+32
| +2% | +$9.49K | 0.06% | 74 |
|
|
2023
Q3 | $368K | Buy |
1,398
+116
| +9% | +$30.6K | 0.06% | 83 |
|
|
2023
Q2 | $383K | Buy |
1,282
+484
| +61% | +$144K | 0.06% | 87 |
|
|
2023
Q1 | $223K | Buy |
798
+8
| +1% | +$2.24K | 0.04% | 114 |
|
|
2022
Q4 | $208K | Buy |
+790
| New | +$208K | 0.04% | 104 |
|