WMS
Wealth Management Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $574K | Sell |
2,180
-18
| -0.8% | -$4.74K | 0.39% | 30 |
|
|
2023
Q2 | $656K | Buy |
2,198
+77
| +4% | +$23K | 0.43% | 26 |
|
|
2023
Q1 | $593K | Buy |
2,121
+44
| +2% | +$12.3K | 0.34% | 30 |
|
|
2022
Q4 | $547K | Sell |
2,077
-22
| -1% | -$5.79K | 0.29% | 41 |
|
|
2022
Q3 | $484K | Sell |
2,099
-8
| -0.4% | -$1.85K | 0.28% | 36 |
|
|
2022
Q2 | $520K | Sell |
2,107
-275
| -12% | -$67.9K | 0.29% | 40 |
|
|
2022
Q1 | $589K | Buy |
2,382
+7
| +0.3% | +$1.73K | 0.31% | 46 |
|
|
2021
Q4 | $637K | Buy |
+2,375
| New | +$637K | 0.33% | 50 |
|