BWM
BerganKDV Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.39M | Sell |
4,662
-415
| -8% | -$124K | 0.14% | 114 |
|
|
2023
Q1 | $1.42M | Sell |
5,077
-2,523
| -33% | -$705K | 0.15% | 108 |
|
|
2022
Q4 | $2M | Sell |
7,600
-3,099
| -29% | -$817K | 0.22% | 88 |
|
|
2022
Q3 | $2.47M | Buy |
10,699
+2,617
| +32% | +$604K | 0.3% | 72 |
|
|
2022
Q2 | $2M | Buy |
8,082
+3,997
| +98% | +$987K | 0.23% | 89 |
|
|
2022
Q1 | $1.01M | Sell |
4,085
-503
| -11% | -$124K | 0.11% | 125 |
|
|
2021
Q4 | $1.23M | Buy |
4,588
+1,034
| +29% | +$277K | 0.13% | 114 |
|
|
2021
Q3 | $857K | Buy |
3,554
+1,473
| +71% | +$355K | 0.1% | 131 |
|
|
2021
Q2 | $481K | Buy |
2,081
+27
| +1% | +$6.24K | 0.06% | 178 |
|
|
2021
Q1 | $460K | Sell |
2,054
-271
| -12% | -$60.7K | 0.06% | 174 |
|
|
2020
Q4 | $499K | Buy |
2,325
+135
| +6% | +$29K | 0.07% | 159 |
|
|
2020
Q3 | $481K | Sell |
2,190
-38
| -2% | -$8.35K | 0.08% | 155 |
|
|
2020
Q2 | $411K | Sell |
2,228
-48
| -2% | -$8.86K | 0.07% | 161 |
|
|
2020
Q1 | $376K | Buy |
2,276
+39
| +2% | +$6.44K | 0.08% | 155 |
|
|
2019
Q4 | $442K | Buy |
2,237
+202
| +10% | +$39.9K | 0.08% | 161 |
|
|
2019
Q3 | $437K | Hold |
2,035
| – | – | 0.09% | 143 |
|
|
2019
Q2 | $423K | Hold |
2,035
| – | – | 0.08% | 152 |
|
|
2019
Q1 | $386K | Hold |
2,035
| – | – | 0.08% | 149 |
|
|
2018
Q4 | $361K | Hold |
2,035
| – | – | 0.08% | 131 |
|
|
2018
Q3 | $340K | Sell |
2,035
-5
| -0.2% | -$835 | 0.07% | 143 |
|
|
2018
Q2 | $320K | Buy |
2,040
+187
| +10% | +$29.3K | 0.07% | 148 |
|
|
2018
Q1 | $290K | Sell |
1,853
-226
| -11% | -$35.4K | 0.08% | 151 |
|
|
2017
Q4 | $358K | Sell |
2,079
-113
| -5% | -$19.5K | 0.09% | 144 |
|
|
2017
Q3 | $343K | Buy |
2,192
+20
| +0.9% | +$3.13K | 0.09% | 154 |
|
|
2017
Q2 | $333K | Sell |
2,172
-59
| -3% | -$9.05K | 0.09% | 135 |
|
|
2017
Q1 | $289K | Buy |
+2,231
| New | +$289K | 0.09% | 142 |
|