BWP
Baldwin Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
997
-202
| -17% | -$59K | 0.02% | 186 |
|
|
2025
Q1 | $375K | Sell |
1,199
-1
| -0.1% | -$312 | 0.03% | 165 |
|
|
2024
Q4 | $348K | Sell |
1,200
-17
| -1% | -$4.93K | 0.02% | 178 |
|
|
2024
Q3 | $371K | Buy |
1,217
+653
| +116% | +$199K | 0.03% | 240 |
|
|
2024
Q2 | $144K | Buy |
564
+16
| +3% | +$4.08K | 0.01% | 228 |
|
|
2024
Q1 | $155K | Sell |
548
-1,739
| -76% | -$490K | 0.01% | 230 |
|
|
2023
Q4 | $678K | Sell |
2,287
-133
| -5% | -$39.4K | 0.05% | 122 |
|
|
2023
Q3 | $638K | Hold |
2,420
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $722K | Buy |
2,420
+132
| +6% | +$39.4K | 0.06% | 129 |
|
|
2023
Q1 | $640K | Hold |
2,288
| – | – | 0.06% | 135 |
|
|
2022
Q4 | $603K | Buy |
2,288
+780
| +52% | +$206K | 0.05% | 138 |
|
|
2022
Q3 | $348K | Hold |
1,508
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $372K | Hold |
1,508
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $372K | Buy |
1,508
+140
| +10% | +$34.5K | 0.04% | 144 |
|
|
2021
Q4 | $366K | Buy |
1,368
+60
| +5% | +$16.1K | 0.04% | 153 |
|
|
2021
Q3 | $315K | Hold |
1,308
| – | – | 0.04% | 156 |
|
|
2021
Q2 | $302K | Hold |
1,308
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $293K | Buy |
1,308
+27
| +2% | +$6.05K | 0.03% | 146 |
|
|
2020
Q4 | $275K | Buy |
1,281
+70
| +6% | +$15K | 0.03% | 148 |
|
|
2020
Q3 | $266K | Hold |
1,211
| – | – | 0.04% | 141 |
|
|
2020
Q2 | $224K | Hold |
1,211
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $200K | Hold |
1,211
| – | – | 0.04% | 145 |
|
|
2019
Q4 | $240K | Hold |
1,211
| – | – | 0.03% | 166 |
|
|
2019
Q3 | $260K | Hold |
1,211
| – | – | 0.04% | 151 |
|
|
2019
Q2 | $251K | Sell |
1,211
-154
| -11% | -$31.9K | 0.04% | 184 |
|
|
2019
Q1 | $259K | Sell |
1,365
-59
| -4% | -$11.2K | 0.04% | 182 |
|
|
2018
Q4 | $253K | Buy |
1,424
+134
| +10% | +$23.8K | 0.04% | 174 |
|
|
2018
Q3 | $216K | Buy |
1,290
+1,043
| +422% | +$175K | 0.03% | 198 |
|
|
2018
Q2 | $39K | Buy |
247
+75
| +44% | +$11.8K | 0.01% | 339 |
|
|
2018
Q1 | $27K | Sell |
172
-100
| -37% | -$15.7K | ﹤0.01% | 358 |
|
|
2017
Q4 | $47K | Hold |
272
| – | – | 0.01% | 309 |
|
|
2017
Q3 | $43K | Hold |
272
| – | – | 0.01% | 302 |
|
|
2017
Q2 | $42K | Hold |
272
| – | – | 0.01% | 312 |
|
|
2017
Q1 | $35K | Buy |
272
+100
| +58% | +$12.9K | 0.01% | 325 |
|
|
2016
Q4 | $21K | Hold |
172
| – | – | ﹤0.01% | 365 |
|
|
2016
Q3 | $20K | Sell |
172
-975
| -85% | -$113K | ﹤0.01% | 386 |
|
|
2016
Q2 | $138K | Buy |
1,147
+1,141
| +19,017% | +$137K | 0.03% | 185 |
|
|
2016
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 476 |
|
|
2014
Q3 | – | Sell |
-2,831
| Closed | -$285K | – | 268 |
|
|
2014
Q2 | $285K | Buy |
2,831
+160
| +6% | +$16.1K | 0.04% | 203 |
|
|
2014
Q1 | $262K | Hold |
2,671
| – | – | 0.04% | 204 |
|
|
2013
Q4 | $259K | Sell |
2,671
-587
| -18% | -$56.9K | 0.04% | 205 |
|
|
2013
Q3 | $313K | Sell |
3,258
-47
| -1% | -$4.52K | 0.06% | 185 |
|
|
2013
Q2 | $327K | Buy |
+3,305
| New | +$327K | 0.06% | 173 |
|