Alta Wealth Advisors LLC MCD Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$221,482.67
% of Total Estimate Gain
30.28%
Alta Wealth Advisors LLC's McDonald's Corp Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held - shares of McDonald's Corp(MCD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2020Q4. And since then Alta Wealth Advisors LLC has made 8 purchases of MCD, at an average price of $223.20, for a total of 3,277.00 shares. In addition, there have been 9 sales at an average price of $290.78 for 3,277.00 shares. Based on historical transaction data and MCD's current price of $291.67, Alta Wealth Advisors LLC's estimated gain on his MCD holdings is $221,482.67, reflecting a 30.28% gain to date.
Alta Wealth Advisors LLC MCD ($291.67) Holding Chart
Alta Wealth Advisors LLC MCD ($291.67) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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