BWM
BNC Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
1,080
-11
| -1% | -$3.22K | 0.09% | 73 |
|
|
2025
Q1 | $341K | Hold |
1,091
| – | – | 0.12% | 74 |
|
|
2024
Q4 | $316K | Hold |
1,091
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $332K | Sell |
1,091
-43
| -4% | -$13.1K | 0.12% | 72 |
|
|
2024
Q2 | $289K | Buy |
1,134
+38
| +3% | +$9.69K | 0.11% | 79 |
|
|
2024
Q1 | $309K | Hold |
1,096
| – | – | 0.13% | 81 |
|
|
2023
Q4 | $325K | Sell |
1,096
-4
| -0.4% | -$1.19K | 0.15% | 78 |
|
|
2023
Q3 | $290K | Sell |
1,100
-19
| -2% | -$5.01K | 0.16% | 80 |
|
|
2023
Q2 | $334K | Sell |
1,119
-24
| -2% | -$7.16K | 0.18% | 75 |
|
|
2023
Q1 | $320K | Buy |
1,143
+2
| +0.2% | +$559 | 0.18% | 83 |
|
|
2022
Q4 | $301K | Buy |
1,141
+1
| +0.1% | +$264 | 0.18% | 85 |
|
|
2022
Q3 | $263K | Buy |
1,140
+2
| +0.2% | +$461 | 0.16% | 86 |
|
|
2022
Q2 | $281K | Buy |
1,138
+37
| +3% | +$9.14K | 0.15% | 94 |
|
|
2022
Q1 | $272K | Sell |
1,101
-10
| -0.9% | -$2.47K | 0.13% | 100 |
|
|
2021
Q4 | $298K | Buy |
1,111
+31
| +3% | +$8.32K | 0.14% | 93 |
|
|
2021
Q3 | $260K | Hold |
1,080
| – | – | 0.15% | 77 |
|
|
2021
Q2 | $249K | Buy |
1,080
+26
| +2% | +$5.99K | 0.15% | 79 |
|
|
2021
Q1 | $236K | Hold |
1,054
| – | – | 0.17% | 74 |
|
|
2020
Q4 | $226K | Hold |
1,054
| – | – | 0.14% | 86 |
|
|
2020
Q3 | $231K | Buy |
+1,054
| New | +$231K | 0.16% | 76 |
|