WOSD
WFA of San Diego’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Buy |
+439
| New | +$128K | 0.09% | 121 |
|
|
2024
Q3 | $5.18K | Hold |
17
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $4.33K | Buy |
+17
| New | +$4.33K | ﹤0.01% | 323 |
|
|
2023
Q3 | $4.48K | Buy |
+17
| New | +$4.48K | ﹤0.01% | 316 |
|
|
2023
Q1 | – | Sell |
-390
| Closed | -$103K | – | 272 |
|
|
2022
Q4 | $103K | Buy |
+390
| New | +$103K | 0.08% | 138 |
|
|
2022
Q3 | – | Sell |
-49
| Closed | -$12K | – | 265 |
|
|
2022
Q2 | $12K | Buy |
+49
| New | +$12K | 0.01% | 264 |
|
|
2022
Q1 | – | Sell |
-1,114
| Closed | -$299K | – | 131 |
|
|
2021
Q4 | $299K | Buy |
1,114
+118
| +12% | +$31.7K | 0.17% | 97 |
|
|
2021
Q3 | $240K | Buy |
996
+104
| +12% | +$25.1K | 0.17% | 91 |
|
|
2021
Q2 | $206K | Buy |
+892
| New | +$206K | 0.16% | 86 |
|
|
2021
Q1 | – | Sell |
-850
| Closed | -$214 | – | 114 |
|
|
2020
Q4 | $214 | Buy |
+850
| New | +$214 | 0.06% | 50 |
|
|
2020
Q3 | – | Sell |
-2,308
| Closed | -$486K | – | 176 |
|
|
2020
Q2 | $486K | Buy |
+2,308
| New | +$486K | 0.11% | 157 |
|