TWM
Triton Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+744
| New | +$219K | 0.09% | 99 |
|
|
2024
Q4 | $217K | Buy |
740
+20
| +3% | +$5.87K | 0.11% | 88 |
|
|
2024
Q3 | $219K | Buy |
+720
| New | +$219K | 0.12% | 82 |
|
|
2024
Q1 | – | Sell |
-720
| Closed | -$211K | – | 80 |
|
|
2023
Q4 | $211K | Buy |
+720
| New | +$211K | 0.14% | 66 |
|
|
2023
Q3 | – | Sell |
-960
| Closed | -$279K | – | 83 |
|
|
2023
Q2 | $279K | Hold |
960
| – | – | 0.16% | 64 |
|
|
2023
Q1 | $276K | Buy |
+960
| New | +$276K | 0.17% | 57 |
|