BWM
Birchcreek Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Hold |
1,197
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $374K | Hold |
1,197
| – | – | 0.24% | 80 |
|
|
2024
Q4 | $347K | Buy |
1,197
+186
| +18% | +$53.9K | 0.22% | 88 |
|
|
2024
Q3 | $308K | Sell |
1,011
-101
| -9% | -$30.8K | 0.2% | 87 |
|
|
2024
Q2 | $283K | Hold |
1,112
| – | – | 0.16% | 115 |
|
|
2024
Q1 | $313K | Buy |
1,112
+1
| +0.1% | +$282 | 0.16% | 113 |
|
|
2023
Q4 | $329K | Sell |
1,111
-29
| -3% | -$8.6K | 0.2% | 105 |
|
|
2023
Q3 | $300K | Sell |
1,140
-109
| -9% | -$28.7K | 0.2% | 106 |
|
|
2023
Q2 | $373K | Sell |
1,249
-195
| -14% | -$58.2K | 0.26% | 93 |
|
|
2023
Q1 | $404K | Buy |
1,444
+271
| +23% | +$75.7K | 0.32% | 80 |
|
|
2022
Q4 | $309K | Hold |
1,173
| – | – | 0.27% | 92 |
|
|
2022
Q3 | $271K | Sell |
1,173
-100
| -8% | -$23.1K | 0.25% | 91 |
|
|
2022
Q2 | $314K | Buy |
1,273
+227
| +22% | +$56K | 0.28% | 82 |
|
|
2022
Q1 | $259K | Hold |
1,046
| – | – | 0.23% | 98 |
|
|
2021
Q4 | $280K | Buy |
1,046
+94
| +10% | +$25.2K | 0.24% | 92 |
|
|
2021
Q3 | $230K | Buy |
952
+7
| +0.7% | +$1.69K | 0.21% | 105 |
|
|
2021
Q2 | $218K | Buy |
+945
| New | +$218K | 0.21% | 107 |
|
|
2021
Q1 | – | Sell |
-683
| Closed | -$146K | – | 213 |
|
|
2020
Q4 | $146K | Buy |
+683
| New | +$146K | 0.14% | 120 |
|