CWM
Campbell Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $424K | Buy |
1,461
+499
| +52% | +$145K | 0.04% | 56 |
|
|
2024
Q3 | $293K | Buy |
+962
| New | +$293K | 0.03% | 54 |
|
|
2024
Q2 | – | Sell |
-1,670
| Closed | -$471K | – | 75 |
|
|
2024
Q1 | $471K | Buy |
1,670
+666
| +66% | +$188K | 0.05% | 44 |
|
|
2023
Q4 | $298K | Buy |
1,004
+203
| +25% | +$60.3K | 0.04% | 48 |
|
|
2023
Q3 | $211K | Buy |
801
+55
| +7% | +$14.5K | 0.03% | 71 |
|
|
2023
Q2 | $223K | Buy |
+746
| New | +$223K | 0.03% | 67 |
|
|
2022
Q1 | – | Sell |
-1,002
| Closed | -$269K | – | 79 |
|
|
2021
Q4 | $269K | Buy |
1,002
+3
| +0.3% | +$805 | 0.03% | 59 |
|
|
2021
Q3 | $241K | Buy |
999
+3
| +0.3% | +$724 | 0.03% | 65 |
|
|
2021
Q2 | $230K | Buy |
996
+3
| +0.3% | +$693 | 0.03% | 59 |
|
|
2021
Q1 | $223K | Buy |
993
+3
| +0.3% | +$674 | 0.03% | 62 |
|
|
2020
Q4 | $213K | Sell |
990
-56
| -5% | -$12K | 0.03% | 63 |
|
|
2020
Q3 | $230K | Sell |
1,046
-43
| -4% | -$9.46K | 0.04% | 50 |
|
|
2020
Q2 | $201K | Buy |
+1,089
| New | +$201K | 0.04% | 52 |
|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$298K | – | 59 |
|
|
2019
Q4 | $298K | Hold |
1,510
| – | – | 0.06% | 46 |
|
|
2019
Q3 | $324K | Buy |
1,510
+186
| +14% | +$39.9K | 0.07% | 40 |
|
|
2019
Q2 | $275K | Sell |
1,324
-30
| -2% | -$6.23K | 0.07% | 45 |
|
|
2019
Q1 | $257K | Buy |
1,354
+11
| +0.8% | +$2.09K | 0.07% | 44 |
|
|
2018
Q4 | $238K | Buy |
+1,343
| New | +$238K | 0.07% | 40 |
|