WAAG
Wealth Alliance Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Buy |
11,439
+2,650
| +30% | +$774K | 0.64% | 37 |
|
|
2025
Q1 | $2.75M | Sell |
8,789
-143
| -2% | -$44.7K | 0.57% | 37 |
|
|
2024
Q4 | $2.59M | Sell |
8,932
-10
| -0.1% | -$2.9K | 0.55% | 38 |
|
|
2024
Q3 | $2.72M | Sell |
8,942
-243
| -3% | -$74K | 0.57% | 37 |
|
|
2024
Q2 | $2.34M | Sell |
9,185
-2,172
| -19% | -$554K | 0.53% | 37 |
|
|
2024
Q1 | $3.2M | Buy |
11,357
+343
| +3% | +$96.7K | 0.74% | 26 |
|
|
2023
Q4 | $3.27M | Buy |
11,014
+141
| +1% | +$41.8K | 0.85% | 23 |
|
|
2023
Q3 | $2.86M | Buy |
10,873
+152
| +1% | +$40K | 0.85% | 24 |
|
|
2023
Q2 | $3.2M | Sell |
10,721
-16
| -0.1% | -$4.78K | 1.13% | 17 |
|
|
2023
Q1 | $3M | Sell |
10,737
-77
| -0.7% | -$21.5K | 1.12% | 17 |
|
|
2022
Q4 | $2.85M | Sell |
10,814
-56
| -0.5% | -$14.8K | 1.09% | 19 |
|
|
2022
Q3 | $2.51M | Sell |
10,870
-587
| -5% | -$135K | 1.11% | 19 |
|
|
2022
Q2 | $2.83M | Buy |
11,457
+563
| +5% | +$139K | 1.34% | 14 |
|
|
2022
Q1 | $2.69M | Sell |
10,894
-274
| -2% | -$67.8K | 1.17% | 17 |
|
|
2021
Q4 | $2.99M | Buy |
11,168
+405
| +4% | +$109K | 1.3% | 14 |
|
|
2021
Q3 | $2.6M | Buy |
10,763
+42
| +0.4% | +$10.1K | 1.26% | 13 |
|
|
2021
Q2 | $2.48M | Buy |
10,721
+47
| +0.4% | +$10.9K | 1.2% | 15 |
|
|
2021
Q1 | $2.39M | Buy |
10,674
+456
| +4% | +$102K | 1.23% | 15 |
|
|
2020
Q4 | $2.19M | Buy |
10,218
+209
| +2% | +$44.9K | 1.19% | 16 |
|
|
2020
Q3 | $2.2M | Sell |
10,009
-931
| -9% | -$204K | 1.3% | 16 |
|
|
2020
Q2 | $2.02M | Sell |
10,940
-475
| -4% | -$87.6K | 1.24% | 17 |
|
|
2020
Q1 | $1.89M | Buy |
11,415
+511
| +5% | +$84.5K | 1.47% | 15 |
|
|
2019
Q4 | $2.16M | Buy |
10,904
+84
| +0.8% | +$16.6K | 1.23% | 19 |
|
|
2019
Q3 | $2.26M | Buy |
10,820
+10
| +0.1% | +$2.09K | 1.41% | 17 |
|
|
2019
Q2 | $2.32M | Buy |
10,810
+3
| +0% | +$643 | 1.43% | 15 |
|
|
2019
Q1 | $2.14M | Buy |
10,807
+22
| +0.2% | +$4.36K | 1.38% | 17 |
|
|
2018
Q4 | $1.92M | Buy |
10,785
+517
| +5% | +$91.8K | 1.43% | 14 |
|
|
2018
Q3 | $1.72M | Buy |
10,268
+2
| +0% | +$335 | 0.88% | 28 |
|
|
2018
Q2 | $1.61M | Sell |
10,266
-24
| -0.2% | -$3.76K | 0.88% | 27 |
|
|
2018
Q1 | $1.61M | Buy |
10,290
+888
| +9% | +$139K | 0.94% | 25 |
|
|
2017
Q4 | $1.62M | Buy |
+9,402
| New | +$1.62M | 1.45% | 19 |
|