TLA
Tanglewood Legacy Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.8K | Sell |
150
-31
| -17% | -$9.06K | 0.02% | 174 |
|
|
2025
Q1 | $56.5K | Hold |
181
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $52.5K | Hold |
181
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $55.1K | Hold |
181
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $46.1K | Hold |
181
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $51K | Hold |
181
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $53.7K | Hold |
181
| – | – | 0.03% | 149 |
|
|
2023
Q3 | $47.7K | Hold |
181
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $54K | Hold |
181
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $50.6K | Buy |
181
+100
| +123% | +$28K | 0.03% | 151 |
|
|
2022
Q4 | $21.3K | Buy |
+81
| New | +$21.3K | 0.02% | 181 |
|