Number of Shares
1,709.00
Current Holdings Value*
$499,260.00
% of Portfolio
0.07%
Total Estimate Gain
$730,589.41
% of Total Estimate Gain
146.56%

INSPIRION WEALTH ADVISORS, LLC's McDonald's Corp Holding Summary

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 1,709.00 shares of McDonald's Corp(MCD), totaling $499,260.00. This investment constitutes 0.07% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2014Q4. And since then INSPIRION WEALTH ADVISORS, LLC has made 11 purchases of MCD, at an average price of $113.48, for a total of 4,393.00 shares. In addition, there have been 9 sales at an average price of $268.78 for 2,684.00 shares. Based on historical transaction data and MCD's current price of $297.07, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his MCD holdings is $730,589.41, reflecting a 146.56% gain to date.

INSPIRION WEALTH ADVISORS, LLC MCD ($297.07) Holding Chart

INSPIRION WEALTH ADVISORS, LLC MCD ($297.07) 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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