WDG
Wealth Dimensions Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
4,043
-107
| -3% | -$31.3K | 0.26% | 50 |
|
|
2025
Q1 | $1.3M | Buy |
4,150
+130
| +3% | +$40.6K | 0.31% | 42 |
|
|
2024
Q4 | $1.17M | Buy |
4,020
+120
| +3% | +$34.8K | 0.29% | 46 |
|
|
2024
Q3 | $1.19M | Buy |
3,900
+180
| +5% | +$54.8K | 0.3% | 40 |
|
|
2024
Q2 | $948K | Sell |
3,720
-21
| -0.6% | -$5.35K | 0.27% | 46 |
|
|
2024
Q1 | $1.05M | Hold |
3,741
| – | – | 0.31% | 42 |
|
|
2023
Q4 | $1.11M | Sell |
3,741
-379
| -9% | -$112K | 0.35% | 38 |
|
|
2023
Q3 | $1.09M | Sell |
4,120
-24
| -0.6% | -$6.32K | 0.39% | 37 |
|
|
2023
Q2 | $1.24M | Buy |
4,144
+130
| +3% | +$38.8K | 0.45% | 36 |
|
|
2023
Q1 | $1.12M | Sell |
4,014
-57
| -1% | -$15.9K | 0.43% | 35 |
|
|
2022
Q4 | $1.07M | Buy |
4,071
+358
| +10% | +$94.3K | 0.44% | 36 |
|
|
2022
Q3 | $857K | Buy |
3,713
+1
| +0% | +$231 | 0.42% | 38 |
|
|
2022
Q2 | $917K | Sell |
3,712
-36
| -1% | -$8.89K | 0.44% | 36 |
|
|
2022
Q1 | $927K | Buy |
3,748
+17
| +0.5% | +$4.21K | 0.43% | 38 |
|
|
2021
Q4 | $1M | Buy |
3,731
+323
| +9% | +$86.6K | 0.49% | 33 |
|
|
2021
Q3 | $822K | Buy |
3,408
+2
| +0.1% | +$482 | 0.53% | 37 |
|
|
2021
Q2 | $787K | Buy |
3,406
+21
| +0.6% | +$4.85K | 0.53% | 36 |
|
|
2021
Q1 | $759K | Buy |
3,385
+1,400
| +71% | +$314K | 0.59% | 33 |
|
|
2020
Q4 | $426K | Buy |
+1,985
| New | +$426K | 0.37% | 60 |
|