BWA
Burt Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-813
| Closed | -$236K | – | 112 |
|
|
2024
Q4 | $236K | Hold |
813
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $248K | Hold |
813
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $207K | Hold |
813
| – | – | 0.05% | 109 |
|
|
2024
Q1 | $229K | Hold |
813
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $241K | Hold |
813
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $214K | Sell |
813
-22
| -3% | -$5.8K | 0.07% | 93 |
|
|
2023
Q2 | $249K | Sell |
835
-80
| -9% | -$23.9K | 0.08% | 92 |
|
|
2023
Q1 | $256K | Buy |
915
+16
| +2% | +$4.47K | 0.08% | 93 |
|
|
2022
Q4 | $237K | Buy |
+899
| New | +$237K | 0.08% | 97 |
|
|
2022
Q3 | – | Sell |
-813
| Closed | -$201K | – | 95 |
|
|
2022
Q2 | $201K | Hold |
813
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $201K | Hold |
813
| – | – | 0.06% | 100 |
|
|
2021
Q4 | $218K | Buy |
+813
| New | +$218K | 0.07% | 88 |
|
|
2021
Q1 | – | Sell |
-850
| Closed | -$182K | – | 246 |
|
|
2020
Q4 | $182K | Hold |
850
| – | – | 0.06% | 94 |
|
|
2020
Q3 | $187K | Sell |
850
-11
| -1% | -$2.42K | 0.07% | 85 |
|
|
2020
Q2 | $159K | Buy |
861
+11
| +1% | +$2.03K | 0.06% | 95 |
|
|
2020
Q1 | $141K | Hold |
850
| – | – | 0.06% | 98 |
|
|
2019
Q4 | $168K | Hold |
850
| – | – | 0.07% | 93 |
|
|
2019
Q3 | $183K | Hold |
850
| – | – | 0.08% | 89 |
|
|
2019
Q2 | $177K | Hold |
850
| – | – | 0.08% | 90 |
|
|
2019
Q1 | $161K | Hold |
850
| – | – | 0.07% | 95 |
|
|
2018
Q4 | $151K | Hold |
850
| – | – | 0.07% | 96 |
|
|
2018
Q3 | $142K | Buy |
850
+101
| +13% | +$16.9K | 0.06% | 108 |
|
|
2018
Q2 | $117K | Hold |
749
| – | – | 0.06% | 115 |
|
|
2018
Q1 | $117K | Hold |
749
| – | – | 0.06% | 116 |
|
|
2017
Q4 | $129K | Hold |
749
| – | – | 0.08% | 109 |
|
|
2017
Q3 | $117K | Hold |
749
| – | – | 0.08% | 112 |
|
|
2017
Q2 | $114K | Hold |
749
| – | – | 0.08% | 109 |
|
|
2017
Q1 | $97K | Sell |
749
-175
| -19% | -$22.7K | 0.07% | 113 |
|
|
2016
Q4 | $112K | Buy |
924
+175
| +23% | +$21.2K | 0.1% | 105 |
|
|
2016
Q3 | $86K | Hold |
749
| – | – | 0.09% | 115 |
|
|
2016
Q2 | $90K | Hold |
749
| – | – | 0.1% | 107 |
|
|
2016
Q1 | $94K | Hold |
749
| – | – | 0.09% | 115 |
|
|
2015
Q4 | $88K | Hold |
749
| – | – | 0.07% | 112 |
|
|
2015
Q3 | $73K | Hold |
749
| – | – | 0.09% | 111 |
|
|
2015
Q2 | $71K | Sell |
749
-100
| -12% | -$9.48K | 0.08% | 127 |
|
|
2015
Q1 | $83K | Sell |
849
-544
| -39% | -$53.2K | 0.08% | 107 |
|
|
2014
Q4 | $132K | Buy |
+1,393
| New | +$132K | 0.14% | 79 |
|