WIA
Westbourne Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
2,881
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $900K | Sell |
2,881
-30
| -1% | -$9.37K | 0.32% | 51 |
|
|
2024
Q4 | $844K | Buy |
2,911
+30
| +1% | +$8.7K | 0.29% | 52 |
|
|
2024
Q3 | $877K | Hold |
2,881
| – | – | 0.31% | 51 |
|
|
2024
Q2 | $734K | Hold |
2,881
| – | – | 0.27% | 53 |
|
|
2024
Q1 | $812K | Sell |
2,881
-100
| -3% | -$28.2K | 0.3% | 53 |
|
|
2023
Q4 | $884K | Hold |
2,981
| – | – | 0.35% | 49 |
|
|
2023
Q3 | $785K | Hold |
2,981
| – | – | 0.36% | 48 |
|
|
2023
Q2 | $890K | Hold |
2,981
| – | – | 0.4% | 49 |
|
|
2023
Q1 | $834K | Hold |
2,981
| – | – | 0.4% | 51 |
|
|
2022
Q4 | $786K | Hold |
2,981
| – | – | 0.4% | 53 |
|
|
2022
Q3 | $688K | Hold |
2,981
| – | – | 0.36% | 54 |
|
|
2022
Q2 | $736K | Hold |
2,981
| – | – | 0.46% | 48 |
|
|
2022
Q1 | $737K | Hold |
2,981
| – | – | 0.3% | 55 |
|
|
2021
Q4 | $799K | Buy |
+2,981
| New | +$799K | 0.31% | 54 |
|
|
2015
Q4 | – | Sell |
-4,872
| Closed | -$480K | – | 106 |
|
|
2015
Q3 | $480K | Buy |
4,872
+2,350
| +93% | +$232K | 0.48% | 64 |
|
|
2015
Q2 | $240K | Buy |
+2,522
| New | +$240K | 0.22% | 96 |
|