W Advisors LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
3,391
+9
| +0.3% | +$2.63K | 0.57% | 40 |
|
|
2025
Q1 | $1.06M | Buy |
3,382
+17
| +0.5% | +$5.31K | 0.66% | 37 |
|
|
2024
Q4 | $976K | Buy |
3,365
+11
| +0.3% | +$3.19K | 0.6% | 40 |
|
|
2024
Q3 | $1.02M | Buy |
3,354
+16
| +0.5% | +$4.87K | 0.63% | 38 |
|
|
2024
Q2 | $851K | Buy |
3,338
+13
| +0.4% | +$3.31K | 0.56% | 42 |
|
|
2024
Q1 | $938K | Buy |
3,325
+11
| +0.3% | +$3.1K | 0.64% | 37 |
|
|
2023
Q4 | $983K | Buy |
3,314
+62
| +2% | +$18.4K | 0.73% | 33 |
|
|
2023
Q3 | $857K | Sell |
3,252
-35
| -1% | -$9.22K | 0.7% | 38 |
|
|
2023
Q2 | $981K | Sell |
3,287
-1
| -0% | -$298 | 0.77% | 33 |
|
|
2023
Q1 | $919K | Sell |
3,288
-22
| -0.7% | -$6.15K | 0.76% | 32 |
|
|
2022
Q4 | $872K | Sell |
3,310
-21
| -0.6% | -$5.53K | 0.73% | 37 |
|
|
2022
Q3 | $768K | Sell |
3,331
-1
| -0% | -$231 | 0.71% | 38 |
|
|
2022
Q2 | $823K | Buy |
3,332
+8
| +0.2% | +$1.98K | 0.71% | 35 |
|
|
2022
Q1 | $822K | Buy |
3,324
+93
| +3% | +$23K | 0.62% | 39 |
|
|
2021
Q4 | $867K | Buy |
+3,231
| New | +$867K | 0.65% | 34 |
|