WA
Wealthstream Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
964
+73
| +8% | +$21.3K | 0.05% | 124 |
|
|
2025
Q1 | $278K | Buy |
891
+17
| +2% | +$5.31K | 0.05% | 122 |
|
|
2024
Q4 | $253K | Sell |
874
-403
| -32% | -$117K | 0.05% | 126 |
|
|
2024
Q3 | $389K | Buy |
1,277
+107
| +9% | +$32.6K | 0.07% | 84 |
|
|
2024
Q2 | $298K | Sell |
1,170
-102
| -8% | -$26K | 0.11% | 94 |
|
|
2024
Q1 | $359K | Sell |
1,272
-591
| -32% | -$167K | 0.14% | 86 |
|
|
2023
Q4 | $552K | Buy |
1,863
+602
| +48% | +$178K | 0.23% | 61 |
|
|
2023
Q3 | $332K | Sell |
1,261
-2
| -0.2% | -$527 | 0.17% | 70 |
|
|
2023
Q2 | $377K | Buy |
+1,263
| New | +$377K | 0.2% | 61 |
|