BSW
Buckingham Strategic Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.91M | Buy |
38,887
+1,031
| +3% | +$263K | 0.1% | 97 |
|
|
2024
Q1 | $10.7M | Sell |
37,856
-4,162
| -10% | -$1.17M | 0.11% | 95 |
|
|
2023
Q4 | $12.5M | Sell |
42,018
-3,609
| -8% | -$1.07M | 0.15% | 84 |
|
|
2023
Q3 | $12M | Buy |
45,627
+44
| +0.1% | +$11.6K | 0.17% | 74 |
|
|
2023
Q2 | $13.6M | Buy |
45,583
+6,123
| +16% | +$1.83M | 0.19% | 63 |
|
|
2023
Q1 | $10.4M | Hold |
39,460
| – | – | 0.19% | 67 |
|
|
2022
Q4 | $10.4M | Sell |
39,460
-933
| -2% | -$246K | 0.19% | 67 |
|
|
2022
Q3 | $9.32M | Buy |
40,393
+310
| +0.8% | +$71.5K | 0.19% | 65 |
|
|
2022
Q2 | $9.9M | Buy |
40,083
+2,283
| +6% | +$564K | 0.2% | 63 |
|
|
2022
Q1 | $9.35M | Buy |
37,800
+2,371
| +7% | +$586K | 0.18% | 64 |
|
|
2021
Q4 | $9.5M | Sell |
35,429
-1,128
| -3% | -$302K | 0.18% | 66 |
|
|
2021
Q3 | $8.81M | Buy |
36,557
+1,308
| +4% | +$315K | 0.18% | 62 |
|
|
2021
Q2 | $8.14M | Sell |
35,249
-1,437
| -4% | -$332K | 0.2% | 63 |
|
|
2021
Q1 | $8.22M | Buy |
36,686
+522
| +1% | +$117K | 0.41% | 54 |
|
|
2020
Q4 | $7.76M | Buy |
36,164
+1,570
| +5% | +$337K | 0.41% | 56 |
|
|
2020
Q3 | $7.59M | Buy |
34,594
+378
| +1% | +$83K | 0.58% | 37 |
|
|
2020
Q2 | $6.31M | Buy |
34,216
+1,037
| +3% | +$191K | 0.6% | 39 |
|
|
2020
Q1 | $5.49M | Buy |
33,179
+1,111
| +3% | +$184K | 0.53% | 42 |
|
|
2019
Q4 | $6.34M | Buy |
32,068
+3,745
| +13% | +$740K | 0.61% | 38 |
|
|
2019
Q3 | $6.08M | Buy |
28,323
+499
| +2% | +$107K | 0.66% | 33 |
|
|
2019
Q2 | $5.78M | Buy |
27,824
+5,472
| +24% | +$1.14M | 0.63% | 33 |
|
|
2019
Q1 | $4.25M | Buy |
22,352
+329
| +1% | +$62.5K | 0.54% | 46 |
|
|
2018
Q4 | $3.91M | Buy |
22,023
+1,572
| +8% | +$279K | 0.6% | 38 |
|
|
2018
Q3 | $3.42M | Sell |
20,451
-649
| -3% | -$109K | 0.53% | 44 |
|
|
2018
Q2 | $3.31M | Buy |
21,100
+791
| +4% | +$124K | 0.54% | 44 |
|
|
2018
Q1 | $3.18M | Buy |
20,309
+4,202
| +26% | +$657K | 0.62% | 36 |
|
|
2017
Q4 | $2.77M | Buy |
16,107
+1,043
| +7% | +$179K | 0.58% | 37 |
|
|
2017
Q3 | $2.36M | Sell |
15,064
-3,909
| -21% | -$612K | 0.56% | 36 |
|
|
2017
Q2 | $2.91M | Buy |
18,973
+11,604
| +157% | +$1.78M | 0.68% | 31 |
|
|
2017
Q1 | $955K | Buy |
7,369
+40
| +0.5% | +$5.18K | 0.28% | 79 |
|
|
2016
Q4 | $892K | Sell |
7,329
-165
| -2% | -$20.1K | 0.29% | 73 |
|
|
2016
Q3 | $865K | Sell |
7,494
-166
| -2% | -$19.2K | 0.29% | 70 |
|
|
2016
Q2 | $922K | Buy |
7,660
+354
| +5% | +$42.6K | 0.31% | 62 |
|
|
2016
Q1 | $918K | Sell |
7,306
-629
| -8% | -$79K | 0.3% | 66 |
|
|
2015
Q4 | $937K | Buy |
7,935
+1,745
| +28% | +$206K | 0.31% | 58 |
|
|
2015
Q3 | $610K | Buy |
6,190
+96
| +2% | +$9.46K | 0.22% | 87 |
|
|
2015
Q2 | $579K | Buy |
6,094
+648
| +12% | +$61.6K | 0.19% | 97 |
|
|
2015
Q1 | $531K | Buy |
5,446
+449
| +9% | +$43.8K | 0.2% | 93 |
|
|
2014
Q4 | $468K | Sell |
4,997
-1,095
| -18% | -$103K | 0.18% | 97 |
|
|
2014
Q3 | $578K | Buy |
6,092
+2,107
| +53% | +$200K | 0.24% | 69 |
|
|
2014
Q2 | $401K | Sell |
3,985
-411
| -9% | -$41.4K | 0.17% | 95 |
|
|
2014
Q1 | $431K | Sell |
4,396
-680
| -13% | -$66.7K | 0.2% | 80 |
|
|
2013
Q4 | $493K | Buy |
5,076
+565
| +13% | +$54.9K | 0.23% | 76 |
|
|
2013
Q3 | $434K | Buy |
4,511
+934
| +26% | +$89.9K | 0.23% | 69 |
|
|
2013
Q2 | $354K | Buy |
+3,577
| New | +$354K | 0.2% | 81 |
|