BHWM
Bar Harbor Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Sell |
16,168
-65
| -0.4% | -$19K | 0.3% | 78 |
|
|
2025
Q1 | $5.07M | Sell |
16,233
-798
| -5% | -$249K | 0.34% | 74 |
|
|
2024
Q4 | $4.94M | Sell |
17,031
-489
| -3% | -$142K | 0.32% | 80 |
|
|
2024
Q3 | $5.34M | Sell |
17,520
-506
| -3% | -$154K | 0.34% | 75 |
|
|
2024
Q2 | $4.59M | Sell |
18,026
-149
| -0.8% | -$38K | 0.3% | 85 |
|
|
2024
Q1 | $5.12M | Buy |
18,175
+651
| +4% | +$184K | 0.34% | 78 |
|
|
2023
Q4 | $5.2M | Sell |
17,524
-78
| -0.4% | -$23.1K | 0.39% | 69 |
|
|
2023
Q3 | $4.64M | Sell |
17,602
-881
| -5% | -$232K | 0.37% | 75 |
|
|
2023
Q2 | $5.52M | Sell |
18,483
-926
| -5% | -$276K | 0.42% | 65 |
|
|
2023
Q1 | $5.43M | Buy |
19,409
+313
| +2% | +$87.5K | 0.43% | 68 |
|
|
2022
Q4 | $5.03M | Sell |
19,096
-489
| -2% | -$129K | 0.4% | 70 |
|
|
2022
Q3 | $4.52M | Sell |
19,585
-819
| -4% | -$189K | 0.39% | 71 |
|
|
2022
Q2 | $5.04M | Buy |
20,404
+3,343
| +20% | +$825K | 0.4% | 71 |
|
|
2022
Q1 | $4.22M | Sell |
17,061
-64
| -0.4% | -$15.8K | 0.38% | 59 |
|
|
2021
Q4 | $4.59M | Sell |
17,125
-53
| -0.3% | -$14.2K | 0.39% | 63 |
|
|
2021
Q3 | $4.14M | Sell |
17,178
-400
| -2% | -$96.4K | 0.39% | 62 |
|
|
2021
Q2 | $4.06M | Sell |
17,578
-1,108
| -6% | -$256K | 0.38% | 61 |
|
|
2021
Q1 | $4.19M | Sell |
18,686
-676
| -3% | -$152K | 0.41% | 60 |
|
|
2020
Q4 | $4.15M | Sell |
19,362
-339
| -2% | -$72.7K | 0.42% | 61 |
|
|
2020
Q3 | $4.33M | Sell |
19,701
-634
| -3% | -$139K | 0.48% | 54 |
|
|
2020
Q2 | $3.75M | Sell |
20,335
-1,705
| -8% | -$315K | 0.43% | 58 |
|
|
2020
Q1 | $3.65M | Sell |
22,040
-1,237
| -5% | -$205K | 0.49% | 56 |
|
|
2019
Q4 | $4.6M | Sell |
23,277
-1,840
| -7% | -$364K | 0.5% | 58 |
|
|
2019
Q3 | $5.39M | Buy |
25,117
+348
| +1% | +$74.7K | 0.63% | 43 |
|
|
2019
Q2 | $5.14M | Buy |
24,769
+1,880
| +8% | +$390K | 0.6% | 45 |
|
|
2019
Q1 | $4.35M | Sell |
22,889
-385
| -2% | -$73.1K | 0.52% | 49 |
|
|
2018
Q4 | $4.13M | Sell |
23,274
-1,041
| -4% | -$185K | 0.55% | 46 |
|
|
2018
Q3 | $4.07M | Sell |
24,315
-1,398
| -5% | -$234K | 0.46% | 51 |
|
|
2018
Q2 | $4.03M | Buy |
25,713
+87
| +0.3% | +$13.6K | 0.49% | 51 |
|
|
2018
Q1 | $4.01M | Sell |
25,626
-80
| -0.3% | -$12.5K | 0.49% | 50 |
|
|
2017
Q4 | $4.43M | Buy |
25,706
+225
| +0.9% | +$38.7K | 0.52% | 45 |
|
|
2017
Q3 | $3.99M | Sell |
25,481
-1,701
| -6% | -$267K | 0.48% | 48 |
|
|
2017
Q2 | $4.16M | Sell |
27,182
-1,663
| -6% | -$255K | 0.5% | 48 |
|
|
2017
Q1 | $3.74M | Sell |
28,845
-1,934
| -6% | -$251K | 0.44% | 51 |
|
|
2016
Q4 | $3.75M | Sell |
30,779
-718
| -2% | -$87.4K | 0.41% | 53 |
|
|
2016
Q3 | $3.63M | Buy |
31,497
+301
| +1% | +$34.7K | 0.41% | 57 |
|
|
2016
Q2 | $3.75M | Buy |
31,196
+397
| +1% | +$47.8K | 0.44% | 53 |
|
|
2016
Q1 | $3.87M | Sell |
30,799
-958
| -3% | -$120K | 0.47% | 52 |
|
|
2015
Q4 | $3.75M | Buy |
31,757
+2,867
| +10% | +$339K | 0.47% | 51 |
|
|
2015
Q3 | $2.85M | Sell |
28,890
-2,546
| -8% | -$251K | 0.38% | 67 |
|
|
2015
Q2 | $2.99M | Sell |
31,436
-1,614
| -5% | -$153K | 0.36% | 67 |
|
|
2015
Q1 | $3.22M | Sell |
33,050
-2,946
| -8% | -$287K | 0.39% | 67 |
|
|
2014
Q4 | $3.37M | Buy |
35,996
+131
| +0.4% | +$12.3K | 0.42% | 61 |
|
|
2014
Q3 | $3.4M | Sell |
35,865
-1,249
| -3% | -$118K | 0.44% | 61 |
|
|
2014
Q2 | $3.74M | Sell |
37,114
-788
| -2% | -$79.4K | 0.47% | 58 |
|
|
2014
Q1 | $3.72M | Sell |
37,902
-809
| -2% | -$79.3K | 0.48% | 58 |
|
|
2013
Q4 | $3.76M | Sell |
38,711
-1,107
| -3% | -$107K | 0.49% | 56 |
|
|
2013
Q3 | $3.83M | Buy |
39,818
+104
| +0.3% | +$10K | 0.54% | 53 |
|
|
2013
Q2 | $3.93M | Buy |
+39,714
| New | +$3.93M | 0.57% | 52 |
|