BRWA
B. Riley Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Buy |
+13,108
| New | +$3.83M | 0.18% | 118 |
|
|
2024
Q4 | $15.3M | Sell |
52,621
-1,787
| -3% | -$518K | 0.5% | 31 |
|
|
2024
Q3 | $16.6M | Sell |
54,408
-3,944
| -7% | -$1.2M | 0.46% | 37 |
|
|
2024
Q2 | $14.9M | Buy |
58,352
+4,153
| +8% | +$1.06M | 0.38% | 45 |
|
|
2024
Q1 | $14.3M | Buy |
54,199
+834
| +2% | +$220K | 0.39% | 51 |
|
|
2023
Q4 | $15.8M | Sell |
53,365
-834
| -2% | -$247K | 0.43% | 39 |
|
|
2023
Q3 | $14.3M | Sell |
54,199
-5,935
| -10% | -$1.56M | 0.39% | 51 |
|
|
2023
Q2 | $17.9M | Sell |
60,134
-4,599
| -7% | -$1.37M | 0.4% | 50 |
|
|
2023
Q1 | $18.1M | Buy |
64,733
+18,879
| +41% | +$5.28M | 0.48% | 39 |
|
|
2022
Q4 | $12M | Buy |
45,854
+859
| +2% | +$224K | 0.33% | 66 |
|
|
2022
Q3 | $10.4M | Buy |
44,995
+9,580
| +27% | +$2.21M | 0.31% | 70 |
|
|
2022
Q2 | $8.75M | Buy |
35,415
+5,545
| +19% | +$1.37M | 0.37% | 58 |
|
|
2022
Q1 | $7.39M | Sell |
29,870
-4,275
| -13% | -$1.06M | 0.24% | 87 |
|
|
2021
Q4 | $9.15M | Buy |
34,145
+1,558
| +5% | +$418K | 0.26% | 79 |
|
|
2021
Q3 | $7.82M | Buy |
32,587
+575
| +2% | +$138K | 0.25% | 85 |
|
|
2021
Q2 | $7.37M | Buy |
32,012
+4,964
| +18% | +$1.14M | 0.24% | 90 |
|
|
2021
Q1 | $6.03M | Buy |
27,048
+5,284
| +24% | +$1.18M | 0.21% | 108 |
|
|
2020
Q4 | $4.67M | Sell |
21,764
-6,280
| -22% | -$1.35M | 0.25% | 91 |
|
|
2020
Q3 | $5.88M | Buy |
28,044
+5,997
| +27% | +$1.26M | 0.31% | 76 |
|
|
2020
Q2 | $4.07M | Buy |
22,047
+966
| +5% | +$178K | 0.27% | 94 |
|
|
2020
Q1 | $3.49M | Buy |
21,081
+6,600
| +46% | +$1.09M | 0.3% | 79 |
|
|
2019
Q4 | $2.87M | Buy |
14,481
+491
| +4% | +$97.2K | 0.24% | 93 |
|
|
2019
Q3 | $3M | Buy |
13,990
+922
| +7% | +$198K | 0.3% | 71 |
|
|
2019
Q2 | $2.71M | Buy |
13,068
+98
| +0.8% | +$20.3K | 0.3% | 74 |
|
|
2019
Q1 | $2.46M | Buy |
12,970
+19
| +0.1% | +$3.6K | 0.31% | 75 |
|
|
2018
Q4 | $2.3M | Buy |
12,951
+71
| +0.6% | +$12.6K | 0.33% | 65 |
|
|
2018
Q3 | $2.16M | Buy |
12,880
+1,009
| +8% | +$169K | 0.26% | 85 |
|
|
2018
Q2 | $1.86M | Buy |
11,871
+587
| +5% | +$92K | 0.25% | 95 |
|
|
2018
Q1 | $1.77M | Sell |
11,284
-4,385
| -28% | -$686K | 0.25% | 103 |
|
|
2017
Q4 | $2.7M | Sell |
15,669
-1,891
| -11% | -$325K | 0.36% | 69 |
|
|
2017
Q3 | $2.75M | Buy |
17,560
+27
| +0.2% | +$4.23K | 0.46% | 49 |
|
|
2017
Q2 | $2.69M | Buy |
17,533
+808
| +5% | +$124K | 0.49% | 48 |
|
|
2017
Q1 | $2.17M | Sell |
16,725
-124
| -0.7% | -$16.1K | 0.43% | 55 |
|
|
2016
Q4 | $2.05M | Sell |
16,849
-1,687
| -9% | -$205K | 0.42% | 55 |
|
|
2016
Q3 | $1.72M | Buy |
18,536
+2,908
| +19% | +$270K | 0.34% | 67 |
|
|
2016
Q2 | $1.44M | Sell |
15,628
-1,326
| -8% | -$122K | 0.29% | 82 |
|
|
2016
Q1 | $1.67M | Buy |
16,954
+1,656
| +11% | +$163K | 0.39% | 62 |
|
|
2015
Q4 | $1.81M | Buy |
15,298
+4,613
| +43% | +$545K | 0.37% | 66 |
|
|
2015
Q3 | $1.05M | Buy |
10,685
+2,853
| +36% | +$281K | 0.25% | 103 |
|
|
2015
Q2 | $747K | Sell |
7,832
-2,144
| -21% | -$204K | 0.19% | 149 |
|
|
2015
Q1 | $972K | Sell |
9,976
-5,316
| -35% | -$518K | 0.24% | 111 |
|
|
2014
Q4 | $8.37K | Buy |
15,292
+8,591
| +128% | +$4.7K | 0.18% | 125 |
|
|
2014
Q3 | $635K | Sell |
6,701
-13,449
| -67% | -$1.27M | 0.17% | 166 |
|
|
2014
Q2 | $1.1M | Buy |
20,150
+10,673
| +113% | +$583K | 0.26% | 75 |
|
|
2014
Q1 | $929K | Sell |
9,477
-998
| -10% | -$97.8K | 0.28% | 78 |
|
|
2013
Q4 | $1.02M | Buy |
10,475
+249
| +2% | +$24.2K | 0.32% | 73 |
|
|
2013
Q3 | $984K | Buy |
10,226
+478
| +5% | +$46K | 0.34% | 65 |
|
|
2013
Q2 | $965K | Buy |
+9,748
| New | +$965K | 0.33% | 62 |
|