CWM
Cahaba Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
2,924
-55
| -2% | -$16.1K | 0.07% | 62 |
|
|
2025
Q1 | $930K | Sell |
2,979
-98
| -3% | -$30.6K | 0.08% | 55 |
|
|
2024
Q4 | $892K | Buy |
3,077
+1
| +0% | +$290 | 0.07% | 57 |
|
|
2024
Q3 | $937K | Sell |
3,076
-54
| -2% | -$16.4K | 0.08% | 54 |
|
|
2024
Q2 | $798K | Sell |
3,130
-73
| -2% | -$18.6K | 0.07% | 59 |
|
|
2024
Q1 | $903K | Sell |
3,203
-39
| -1% | -$11K | 0.08% | 58 |
|
|
2023
Q4 | $961K | Sell |
3,242
-58
| -2% | -$17.2K | 0.1% | 50 |
|
|
2023
Q3 | $869K | Sell |
3,300
-126
| -4% | -$33.2K | 0.1% | 52 |
|
|
2023
Q2 | $1.02M | Sell |
3,426
-183
| -5% | -$54.6K | 0.11% | 48 |
|
|
2023
Q1 | $1.01M | Sell |
3,609
-5
| -0.1% | -$1.4K | 0.12% | 45 |
|
|
2022
Q4 | $952K | Sell |
3,614
-210
| -5% | -$55.3K | 0.12% | 42 |
|
|
2022
Q3 | $882K | Buy |
3,824
+114
| +3% | +$26.3K | 0.12% | 47 |
|
|
2022
Q2 | $916K | Sell |
3,710
-181
| -5% | -$44.7K | 0.13% | 47 |
|
|
2022
Q1 | $969K | Buy |
3,891
+239
| +7% | +$59.5K | 0.13% | 49 |
|
|
2021
Q4 | $979K | Buy |
3,652
+45
| +1% | +$12.1K | 0.13% | 51 |
|
|
2021
Q3 | $869K | Buy |
3,607
+2,709
| +302% | +$653K | 0.13% | 50 |
|
|
2021
Q2 | $218K | Sell |
898
-135
| -13% | -$32.8K | 0.03% | 73 |
|
|
2021
Q1 | $231K | Buy |
1,033
+95
| +10% | +$21.2K | 0.04% | 78 |
|
|
2020
Q4 | $200K | Buy |
+938
| New | +$200K | 0.03% | 88 |
|
|
2020
Q1 | – | Sell |
-1,170
| Closed | -$231K | – | 81 |
|
|
2019
Q4 | $231K | Buy |
1,170
+151
| +15% | +$29.8K | 0.05% | 68 |
|
|
2019
Q3 | $218K | Buy |
1,019
+50
| +5% | +$10.7K | 0.05% | 69 |
|
|
2019
Q2 | $201K | Buy |
+969
| New | +$201K | 0.05% | 70 |
|