WAG
Wiser Advisor Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
4,402
+292
| +7% | +$85.3K | 2.23% | 20 |
|
|
2025
Q1 | $1.28M | Sell |
4,110
-264
| -6% | -$82.5K | 1.9% | 19 |
|
|
2024
Q4 | $1.27M | Buy |
4,374
+95
| +2% | +$27.5K | 1.84% | 20 |
|
|
2024
Q3 | $1.3M | Buy |
4,279
+74
| +2% | +$22.5K | 1.94% | 21 |
|
|
2024
Q2 | $1.07M | Buy |
4,205
+525
| +14% | +$134K | 1.68% | 22 |
|
|
2024
Q1 | $1.04M | Sell |
3,680
-21
| -0.6% | -$5.95K | 1.63% | 22 |
|
|
2023
Q4 | $1.1M | Buy |
+3,701
| New | +$1.1M | 1.83% | 19 |
|