WFA
Websterrogers Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
1,103
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $345K | Sell |
1,103
-23
| -2% | -$7.19K | 0.12% | 58 |
|
|
2024
Q4 | $326K | Buy |
+1,126
| New | +$326K | 0.11% | 61 |
|
|
2024
Q2 | – | Sell |
-796
| Closed | -$224K | – | 72 |
|
|
2024
Q1 | $224K | Hold |
796
| – | – | 0.08% | 70 |
|
|
2023
Q4 | $236K | Buy |
+796
| New | +$236K | 0.1% | 66 |
|