VWA
Visionary Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
6,026
+747
| +14% | +$218K | 0.09% | 206 |
|
|
2025
Q1 | $1.65M | Buy |
5,279
+86
| +2% | +$26.9K | 0.1% | 196 |
|
|
2024
Q4 | $1.51M | Buy |
5,193
+244
| +5% | +$70.7K | 0.09% | 202 |
|
|
2024
Q3 | $1.51M | Sell |
4,949
-82
| -2% | -$25K | 0.09% | 207 |
|
|
2024
Q2 | $1.28M | Buy |
5,031
+133
| +3% | +$33.9K | 0.08% | 223 |
|
|
2024
Q1 | $1.38M | Sell |
4,898
-54
| -1% | -$15.2K | 0.09% | 206 |
|
|
2023
Q4 | $1.47M | Hold |
4,952
| – | – | 0.11% | 192 |
|
|
2023
Q3 | $1.3M | Sell |
4,952
-75
| -1% | -$19.8K | 0.11% | 188 |
|
|
2023
Q2 | $1.5M | Sell |
5,027
-203
| -4% | -$60.6K | 0.12% | 169 |
|
|
2023
Q1 | $1.46M | Buy |
5,230
+133
| +3% | +$37.2K | 0.12% | 162 |
|
|
2022
Q4 | $1.34M | Sell |
5,097
-208
| -4% | -$54.8K | 0.12% | 154 |
|
|
2022
Q3 | $1.22M | Sell |
5,305
-6,186
| -54% | -$1.43M | 0.13% | 150 |
|
|
2022
Q2 | $2.84M | Sell |
11,491
-6,418
| -36% | -$1.58M | 0.25% | 100 |
|
|
2022
Q1 | $4.43M | Buy |
17,909
+1,980
| +12% | +$490K | 0.36% | 79 |
|
|
2021
Q4 | $4.27M | Buy |
15,929
+360
| +2% | +$96.5K | 0.35% | 72 |
|
|
2021
Q3 | $3.75M | Buy |
15,569
+39
| +0.3% | +$9.4K | 0.39% | 69 |
|
|
2021
Q2 | $3.59M | Buy |
15,530
+90
| +0.6% | +$20.8K | 0.36% | 72 |
|
|
2021
Q1 | $3.46M | Sell |
15,440
-1,281
| -8% | -$287K | 0.36% | 77 |
|
|
2020
Q4 | $3.59M | Buy |
16,721
+335
| +2% | +$71.9K | 0.4% | 62 |
|
|
2020
Q3 | $3.6M | Buy |
16,386
+351
| +2% | +$77K | 0.51% | 52 |
|
|
2020
Q2 | $2.96M | Buy |
16,035
+628
| +4% | +$116K | 0.45% | 59 |
|
|
2020
Q1 | $2.55M | Sell |
15,407
-4,188
| -21% | -$692K | 0.48% | 67 |
|
|
2019
Q4 | $3.87M | Buy |
+19,595
| New | +$3.87M | 0.69% | 45 |
|