WLPWM
Walled Lake Planning & Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
1,493
+2
| +0.1% | +$584 | 0.14% | 82 |
|
|
2025
Q1 | $466K | Sell |
1,491
-23
| -2% | -$7.19K | 0.17% | 75 |
|
|
2024
Q4 | $439K | Buy |
1,514
+2
| +0.1% | +$580 | 0.16% | 75 |
|
|
2024
Q3 | $460K | Buy |
1,512
+18
| +1% | +$5.48K | 0.17% | 70 |
|
|
2024
Q2 | $381K | Sell |
1,494
-251
| -14% | -$63.9K | 0.16% | 76 |
|
|
2024
Q1 | $492K | Hold |
1,745
| – | – | 0.2% | 56 |
|
|
2023
Q4 | $517K | Buy |
1,745
+222
| +15% | +$65.8K | 0.24% | 44 |
|
|
2023
Q3 | $401K | Buy |
1,523
+2
| +0.1% | +$527 | 0.2% | 50 |
|
|
2023
Q2 | $454K | Sell |
1,521
-27
| -2% | -$8.06K | 0.22% | 45 |
|
|
2023
Q1 | $433K | Buy |
+1,548
| New | +$433K | 0.23% | 49 |
|
|
2022
Q4 | – | Sell |
-1,453
| Closed | -$335K | – | 73 |
|
|
2022
Q3 | $335K | Buy |
1,453
+1
| +0.1% | +$231 | 0.23% | 49 |
|
|
2022
Q2 | $358K | Buy |
1,452
+2
| +0.1% | +$493 | 0.25% | 48 |
|
|
2022
Q1 | $359K | Buy |
1,450
+106
| +8% | +$26.2K | 0.21% | 52 |
|
|
2021
Q4 | $360K | Buy |
1,344
+1
| +0.1% | +$268 | 0.21% | 57 |
|
|
2021
Q3 | $324K | Buy |
1,343
+1
| +0.1% | +$241 | 0.2% | 55 |
|
|
2021
Q2 | $310K | Buy |
1,342
+1
| +0.1% | +$231 | 0.2% | 59 |
|
|
2021
Q1 | $301K | Buy |
1,341
+1
| +0.1% | +$224 | 0.21% | 55 |
|
|
2020
Q4 | $288K | Buy |
1,340
+1
| +0.1% | +$215 | 0.22% | 55 |
|
|
2020
Q3 | $294K | Buy |
1,339
+1
| +0.1% | +$220 | 0.24% | 49 |
|
|
2020
Q2 | $247K | Sell |
1,338
-8
| -0.6% | -$1.48K | 0.21% | 53 |
|
|
2020
Q1 | $223K | Sell |
1,346
-58
| -4% | -$9.61K | 0.2% | 55 |
|
|
2019
Q4 | $278K | Buy |
+1,404
| New | +$278K | 0.2% | 53 |
|