VWA
Valued Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Buy |
59
+5
| +9% | +$1.47K | 0.01% | 159 |
|
|
2025
Q1 | $16.9K | Hold |
54
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $15.7K | Buy |
54
+7
| +15% | +$2.03K | 0.01% | 179 |
|
|
2024
Q3 | $14.3K | Sell |
47
-1
| -2% | -$305 | 0.01% | 183 |
|
|
2024
Q2 | $12.2K | Buy |
48
+3
| +7% | +$765 | 0.01% | 178 |
|
|
2024
Q1 | $12.7K | Buy |
45
+15
| +50% | +$4.23K | 0.01% | 160 |
|
|
2023
Q4 | $7.9K | Buy |
+30
| New | +$7.9K | 0.01% | 144 |
|