WWM
WT Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,672
| Closed | -$1.96M | – | 134 |
|
|
2024
Q2 | $1.96M | Sell |
7,672
-41
| -0.5% | -$10.4K | 0.67% | 50 |
|
|
2024
Q1 | $2.17M | Buy |
7,713
+789
| +11% | +$222K | 0.78% | 42 |
|
|
2023
Q4 | $2.05M | Buy |
6,924
+1,601
| +30% | +$475K | 0.81% | 37 |
|
|
2023
Q3 | $1.4M | Buy |
5,323
+406
| +8% | +$107K | 0.6% | 39 |
|
|
2023
Q2 | $1.47M | Sell |
4,917
-54
| -1% | -$16.1K | 0.61% | 43 |
|
|
2023
Q1 | $1.39M | Sell |
4,971
-297
| -6% | -$83K | 0.6% | 45 |
|
|
2022
Q4 | $1.39M | Sell |
5,268
-328
| -6% | -$86.4K | 0.67% | 44 |
|
|
2022
Q3 | $1.29M | Sell |
5,596
-14
| -0.2% | -$3.23K | 0.65% | 44 |
|
|
2022
Q2 | $1.39M | Buy |
+5,610
| New | +$1.39M | 0.68% | 45 |
|