BWA
BDO Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.34M | Buy |
4,484
+140
| +3% | +$41.8K | 0.15% | 114 |
|
|
2023
Q1 | $1.21M | Sell |
4,344
-50
| -1% | -$14K | 0.15% | 112 |
|
|
2022
Q4 | $1.16M | Buy |
4,394
+91
| +2% | +$24K | 0.14% | 120 |
|
|
2022
Q3 | $993K | Sell |
4,303
-50
| -1% | -$11.5K | 0.13% | 123 |
|
|
2022
Q2 | $1.08M | Sell |
4,353
-10
| -0.2% | -$2.47K | 0.13% | 121 |
|
|
2022
Q1 | $1.08M | Sell |
4,363
-15
| -0.3% | -$3.71K | 0.12% | 125 |
|
|
2021
Q4 | $1.17M | Buy |
4,378
+161
| +4% | +$43.2K | 0.12% | 127 |
|
|
2021
Q3 | $1.02M | Sell |
4,217
-330
| -7% | -$79.6K | 0.11% | 132 |
|
|
2021
Q2 | $1.05M | Buy |
4,547
+434
| +11% | +$100K | 0.12% | 128 |
|
|
2021
Q1 | $922K | Buy |
4,113
+2,133
| +108% | +$478K | 0.11% | 135 |
|
|
2020
Q4 | $425K | Buy |
1,980
+25
| +1% | +$5.37K | 0.06% | 160 |
|
|
2020
Q3 | $429K | Buy |
1,955
+2
| +0.1% | +$439 | 0.07% | 144 |
|
|
2020
Q2 | $360K | Sell |
1,953
-267
| -12% | -$49.2K | 0.06% | 152 |
|
|
2020
Q1 | $367K | Buy |
2,220
+1,598
| +257% | +$264K | 0.07% | 142 |
|
|
2019
Q4 | $123K | Hold |
622
| – | – | 0.03% | 228 |
|
|
2019
Q3 | $134K | Buy |
622
+121
| +24% | +$26.1K | 0.03% | 231 |
|
|
2019
Q2 | $104K | Sell |
501
-177
| -26% | -$36.7K | 0.03% | 240 |
|
|
2019
Q1 | $129K | Buy |
678
+136
| +25% | +$25.9K | 0.04% | 206 |
|
|
2018
Q4 | $96K | Sell |
542
-1
| -0.2% | -$177 | 0.03% | 208 |
|
|
2018
Q3 | $91K | Sell |
543
-39
| -7% | -$6.54K | 0.03% | 225 |
|
|
2018
Q2 | $91K | Sell |
582
-298
| -34% | -$46.6K | 0.03% | 223 |
|
|
2018
Q1 | $138K | Buy |
880
+664
| +307% | +$104K | 0.05% | 153 |
|
|
2017
Q4 | $37K | Sell |
216
-69
| -24% | -$11.8K | 0.02% | 233 |
|
|
2017
Q3 | $45K | Sell |
285
-277
| -49% | -$43.7K | 0.02% | 208 |
|
|
2017
Q2 | $86K | Buy |
+562
| New | +$86K | 0.04% | 182 |
|