BWAM
Boyd Watterson Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83K | Sell |
284
-66
| -19% | -$19.3K | 0.03% | 155 |
|
|
2025
Q1 | $109K | Sell |
350
-62
| -15% | -$19.4K | 0.04% | 149 |
|
|
2024
Q4 | $119K | Hold |
412
| – | – | 0.03% | 146 |
|
|
2024
Q3 | $125K | Sell |
412
-16
| -4% | -$4.87K | 0.03% | 140 |
|
|
2024
Q2 | $109K | Sell |
428
-15
| -3% | -$3.82K | 0.03% | 142 |
|
|
2024
Q1 | $125K | Hold |
443
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $131K | Hold |
443
| – | – | 0.05% | 139 |
|
|
2023
Q3 | $117K | Sell |
443
-2
| -0.4% | -$527 | 0.05% | 137 |
|
|
2023
Q2 | $133K | Sell |
445
-385
| -46% | -$115K | 0.05% | 137 |
|
|
2023
Q1 | $232K | Hold |
830
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $219K | Buy |
+830
| New | +$219K | 0.09% | 126 |
|
|
2021
Q3 | – | Sell |
-2,142
| Closed | -$495K | – | 150 |
|
|
2021
Q2 | $495K | Sell |
2,142
-18
| -0.8% | -$4.16K | 0.2% | 109 |
|
|
2021
Q1 | $484K | Hold |
2,160
| – | – | 0.21% | 103 |
|
|
2020
Q4 | $463K | Sell |
2,160
-350
| -14% | -$75K | 0.22% | 102 |
|
|
2020
Q3 | $551K | Buy |
+2,510
| New | +$551K | 0.3% | 83 |
|
|
2020
Q1 | – | Sell |
-1,160
| Closed | -$229K | – | 112 |
|
|
2019
Q4 | $229K | Sell |
1,160
-50
| -4% | -$9.87K | 0.15% | 110 |
|
|
2019
Q3 | $260K | Hold |
1,210
| – | – | 0.18% | 102 |
|
|
2019
Q2 | $251K | Sell |
1,210
-278
| -19% | -$57.7K | 0.17% | 111 |
|
|
2019
Q1 | $283K | Buy |
1,488
+148
| +11% | +$28.1K | 0.18% | 103 |
|
|
2018
Q4 | $238K | Sell |
1,340
-1,341
| -50% | -$238K | 0.17% | 109 |
|
|
2018
Q3 | $449K | Sell |
2,681
-100
| -4% | -$16.7K | 0.26% | 94 |
|
|
2018
Q2 | $436K | Sell |
2,781
-150
| -5% | -$23.5K | 0.25% | 88 |
|
|
2018
Q1 | $458K | Buy |
2,931
+15
| +0.5% | +$2.34K | 0.23% | 104 |
|
|
2017
Q4 | $502K | Sell |
2,916
-95
| -3% | -$16.4K | 0.24% | 95 |
|
|
2017
Q3 | $472K | Buy |
3,011
+16
| +0.5% | +$2.51K | 0.23% | 102 |
|
|
2017
Q2 | $459K | Buy |
2,995
+393
| +15% | +$60.2K | 0.23% | 104 |
|
|
2017
Q1 | $337K | Sell |
2,602
-15
| -0.6% | -$1.94K | 0.17% | 117 |
|
|
2016
Q4 | $319K | Sell |
2,617
-269
| -9% | -$32.8K | 0.17% | 118 |
|
|
2016
Q3 | $333K | Sell |
2,886
-4,315
| -60% | -$498K | 0.16% | 126 |
|
|
2016
Q2 | $867K | Sell |
7,201
-544
| -7% | -$65.5K | 0.41% | 68 |
|
|
2016
Q1 | $973K | Sell |
7,745
-159
| -2% | -$20K | 0.47% | 61 |
|
|
2015
Q4 | $934K | Sell |
7,904
-8,039
| -50% | -$950K | 0.44% | 69 |
|
|
2015
Q3 | $1.57M | Sell |
15,943
-13,373
| -46% | -$1.32M | 0.67% | 48 |
|
|
2015
Q2 | $2.79M | Sell |
29,316
-3
| -0% | -$285 | 1.09% | 27 |
|
|
2015
Q1 | $2.86M | Sell |
29,319
-1,562
| -5% | -$152K | 1.15% | 25 |
|
|
2014
Q4 | $2.89M | Sell |
30,881
-1,472
| -5% | -$138K | 1.24% | 22 |
|
|
2014
Q3 | $3.07M | Sell |
32,353
-9,414
| -23% | -$892K | 1.34% | 20 |
|
|
2014
Q2 | $4.21M | Sell |
41,767
-1,619
| -4% | -$163K | 1.82% | 11 |
|
|
2014
Q1 | $4.25M | Sell |
43,386
-25
| -0.1% | -$2.45K | 1.99% | 12 |
|
|
2013
Q4 | $4.21M | Buy |
43,411
+1,875
| +5% | +$182K | 1.96% | 12 |
|
|
2013
Q3 | $4M | Buy |
41,536
+4,764
| +13% | +$458K | 1.9% | 11 |
|
|
2013
Q2 | $3.64M | Buy |
+36,772
| New | +$3.64M | 1.85% | 11 |
|