UW
Unique Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
3,485
+2
| +0.1% | +$584 | 0.16% | 81 |
|
|
2025
Q1 | $1.09M | Buy |
3,483
+13
| +0.4% | +$4.06K | 0.21% | 76 |
|
|
2024
Q4 | $1.01M | Buy |
3,470
+112
| +3% | +$32.5K | 0.21% | 68 |
|
|
2024
Q3 | $1.02M | Sell |
3,358
-3
| -0.1% | -$913 | 0.23% | 62 |
|
|
2024
Q2 | $856K | Buy |
3,361
+112
| +3% | +$28.5K | 0.22% | 52 |
|
|
2024
Q1 | $916K | Hold |
3,249
| – | – | 0.26% | 47 |
|
|
2023
Q4 | $963K | Buy |
3,249
+38
| +1% | +$11.3K | 0.31% | 34 |
|
|
2023
Q3 | $846K | Hold |
3,211
| – | – | 0.35% | 34 |
|
|
2023
Q2 | $958K | Buy |
3,211
+16
| +0.5% | +$4.77K | 0.42% | 27 |
|
|
2023
Q1 | $893K | Sell |
3,195
-6
| -0.2% | -$1.68K | 0.43% | 22 |
|
|
2022
Q4 | $843K | Buy |
+3,201
| New | +$843K | 0.45% | 23 |
|