TWD
True Wealth Design’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
827
+7
| +0.9% | +$2.05K | 0.09% | 40 |
|
|
2025
Q1 | $256K | Buy |
820
+36
| +5% | +$11.2K | 0.1% | 28 |
|
|
2024
Q4 | $227K | Buy |
784
+8
| +1% | +$2.32K | 0.09% | 29 |
|
|
2024
Q3 | $236K | Sell |
776
-73
| -9% | -$22.2K | 0.09% | 28 |
|
|
2024
Q2 | $216K | Buy |
849
+1
| +0.1% | +$255 | 0.05% | 116 |
|
|
2024
Q1 | $239K | Buy |
848
+81
| +11% | +$22.9K | 0.06% | 115 |
|
|
2023
Q4 | $228K | Buy |
767
+713
| +1,320% | +$212K | 0.06% | 112 |
|
|
2023
Q3 | $14.4K | Hold |
54
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $16.3K | Hold |
54
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $15.2K | Hold |
54
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $14.4K | Buy |
+54
| New | +$14.4K | 0.01% | 204 |
|