TA
TruWealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
7,253
+439
| +6% | +$128K | 0.12% | 79 |
|
|
2025
Q1 | $2.13M | Buy |
6,814
+307
| +5% | +$95.9K | 0.13% | 72 |
|
|
2024
Q4 | $1.89M | Sell |
6,507
-720
| -10% | -$209K | 0.11% | 73 |
|
|
2024
Q3 | $2.2M | Buy |
7,227
+588
| +9% | +$179K | 0.13% | 69 |
|
|
2024
Q2 | $1.69M | Buy |
6,639
+371
| +6% | +$94.6K | 0.11% | 72 |
|
|
2024
Q1 | $1.77M | Buy |
6,268
+156
| +3% | +$44K | 0.12% | 72 |
|
|
2023
Q4 | $1.81M | Buy |
6,112
+297
| +5% | +$88.1K | 0.14% | 64 |
|
|
2023
Q3 | $1.53M | Sell |
5,815
-21
| -0.4% | -$5.53K | 0.13% | 70 |
|
|
2023
Q2 | $1.74M | Buy |
5,836
+375
| +7% | +$112K | 0.15% | 64 |
|
|
2023
Q1 | $1.53M | Buy |
5,461
+167
| +3% | +$46.7K | 0.14% | 68 |
|
|
2022
Q4 | $1.4M | Buy |
5,294
+281
| +6% | +$74K | 0.14% | 71 |
|
|
2022
Q3 | $1.16M | Buy |
5,013
+702
| +16% | +$162K | 0.12% | 70 |
|
|
2022
Q2 | $1.06M | Buy |
4,311
+1,122
| +35% | +$277K | 0.11% | 67 |
|
|
2022
Q1 | $789K | Buy |
3,189
+233
| +8% | +$57.6K | 0.08% | 63 |
|
|
2021
Q4 | $792K | Buy |
2,956
+11
| +0.4% | +$2.95K | 0.08% | 66 |
|
|
2021
Q3 | $710K | Sell |
2,945
-485
| -14% | -$117K | 0.08% | 67 |
|
|
2021
Q2 | $792K | Sell |
3,430
-33
| -1% | -$7.62K | 0.09% | 63 |
|
|
2021
Q1 | $776K | Buy |
3,463
+647
| +23% | +$145K | 0.11% | 61 |
|
|
2020
Q4 | $604K | Buy |
+2,816
| New | +$604K | 0.09% | 67 |
|