CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
2,237
-65
| -3% | -$19.7K | 0.25% | 78 |
|
|
2025
Q1 | $712K | Sell |
2,302
-3
| -0.1% | -$927 | 0.29% | 73 |
|
|
2024
Q4 | $666K | Hold |
2,305
| – | – | 0.25% | 83 |
|
|
2024
Q3 | $675K | Sell |
2,305
-50
| -2% | -$14.6K | 0.26% | 81 |
|
|
2024
Q2 | $627K | Hold |
2,355
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $649K | Buy |
2,355
+44
| +2% | +$12.1K | 0.27% | 78 |
|
|
2023
Q4 | $694K | Buy |
2,311
+30
| +1% | +$9.01K | 0.29% | 74 |
|
|
2023
Q3 | $589K | Buy |
2,281
+25
| +1% | +$6.45K | 0.27% | 76 |
|
|
2023
Q2 | $648K | Sell |
2,256
-270
| -11% | -$77.5K | 0.29% | 76 |
|
|
2023
Q1 | $749K | Sell |
2,526
-50
| -2% | -$14.8K | 0.34% | 75 |
|
|
2022
Q4 | $702K | Hold |
2,576
| – | – | 0.31% | 78 |
|
|
2022
Q3 | $656K | Hold |
2,576
| – | – | 0.31% | 79 |
|
|
2022
Q2 | $652K | Sell |
2,576
-90
| -3% | -$22.8K | 0.3% | 81 |
|
|
2022
Q1 | $670K | Hold |
2,666
| – | – | 0.27% | 82 |
|
|
2021
Q4 | $668K | Sell |
2,666
-100
| -4% | -$25.1K | 0.28% | 80 |
|
|
2021
Q3 | $700K | Buy |
2,766
+85
| +3% | +$21.5K | 0.28% | 80 |
|
|
2021
Q2 | $629K | Sell |
2,681
-25
| -0.9% | -$5.87K | 0.27% | 86 |
|
|
2021
Q1 | $636K | Sell |
2,706
-37
| -1% | -$8.7K | 0.28% | 80 |
|
|
2020
Q4 | $574K | Buy |
2,743
+888
| +48% | +$186K | 0.28% | 77 |
|
|
2020
Q3 | $404K | Sell |
1,855
-25
| -1% | -$5.45K | 0.21% | 87 |
|
|
2020
Q2 | $369K | Buy |
1,880
+743
| +65% | +$146K | 0.21% | 81 |
|
|
2020
Q1 | $214K | Buy |
+1,137
| New | +$214K | 0.13% | 94 |
|