WAOI
Wealth Advisors of Iowa’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
816
| – | – | 0.09% | 62 |
|
|
2025
Q1 | $255K | Buy |
816
+5
| +0.6% | +$1.56K | 0.11% | 61 |
|
|
2024
Q4 | $235K | Sell |
811
-12
| -1% | -$3.48K | 0.12% | 57 |
|
|
2024
Q3 | $251K | Sell |
823
-365
| -31% | -$111K | 0.13% | 57 |
|
|
2024
Q2 | $303K | Sell |
1,188
-100
| -8% | -$25.5K | 0.17% | 33 |
|
|
2024
Q1 | $363K | Sell |
1,288
-40
| -3% | -$11.3K | 0.22% | 39 |
|
|
2023
Q4 | $394K | Hold |
1,328
| – | – | 0.26% | 34 |
|
|
2023
Q3 | $350K | Hold |
1,328
| – | – | 0.25% | 38 |
|
|
2023
Q2 | $396K | Buy |
1,328
+115
| +9% | +$34.3K | 0.29% | 33 |
|
|
2023
Q1 | $339K | Sell |
1,213
-20
| -2% | -$5.59K | 0.27% | 37 |
|
|
2022
Q4 | $325K | Buy |
1,233
+365
| +42% | +$96.2K | 0.27% | 41 |
|
|
2022
Q3 | $200K | Buy |
+868
| New | +$200K | 0.19% | 51 |
|