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Wingate Wealth Advisors’s McDonald's MCD Stock Holding History

Wingate Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$321K Buy
1,100
+100
+10% +$29.2K 0.29% 80
2025
Q1 		$312K Hold
1,000
– – 0.36% 76
2024
Q4 		$290K Buy
+1,000
New +$290K 0.28% 77