BWM
BCS Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
2,066
+113
| +6% | +$33K | 0.13% | 144 |
|
|
2025
Q1 | $610K | Sell |
1,953
-271
| -12% | -$84.6K | 0.16% | 124 |
|
|
2024
Q4 | $645K | Buy |
+2,224
| New | +$645K | 0.16% | 119 |
|
|
2024
Q2 | – | Sell |
-1,855
| Closed | -$523K | – | 193 |
|
|
2024
Q1 | $523K | Buy |
1,855
+3
| +0.2% | +$846 | 0.17% | 127 |
|
|
2023
Q4 | $549K | Hold |
1,852
| – | – | 0.2% | 110 |
|
|
2023
Q3 | $488K | Buy |
+1,852
| New | +$488K | 0.2% | 109 |
|
|
2023
Q2 | – | Sell |
-752
| Closed | -$210K | – | 143 |
|
|
2023
Q1 | $210K | Sell |
752
-1,154
| -61% | -$322K | 0.09% | 151 |
|
|
2022
Q4 | $502K | Hold |
1,906
| – | – | 0.21% | 107 |
|
|
2022
Q3 | $440K | Buy |
1,906
+3
| +0.2% | +$693 | 0.21% | 108 |
|
|
2022
Q2 | $470K | Buy |
1,903
+204
| +12% | +$50.4K | 0.21% | 101 |
|
|
2022
Q1 | $420K | Buy |
1,699
+5
| +0.3% | +$1.24K | 0.17% | 115 |
|
|
2021
Q4 | $454K | Hold |
1,694
| – | – | 0.16% | 114 |
|
|
2021
Q3 | $408K | Buy |
1,694
+14
| +0.8% | +$3.37K | 0.17% | 106 |
|
|
2021
Q2 | $388K | Sell |
1,680
-85
| -5% | -$19.6K | 0.21% | 95 |
|
|
2021
Q1 | $396K | Buy |
1,765
+29
| +2% | +$6.51K | 0.19% | 96 |
|
|
2020
Q4 | $372K | Hold |
1,736
| – | – | 0.19% | 94 |
|
|
2020
Q3 | $381K | Sell |
1,736
-143
| -8% | -$31.4K | 0.22% | 85 |
|
|
2020
Q2 | $347K | Buy |
1,879
+600
| +47% | +$111K | 0.21% | 91 |
|
|
2020
Q1 | $211K | Buy |
+1,279
| New | +$211K | 0.15% | 99 |
|