Carlton Hofferkamp & Jenks Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Sell |
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|
2025
Q1 | $712K | Sell |
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|
2024
Q4 | $666K | Hold |
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|
2024
Q3 | $675K | Sell |
|
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|
2024
Q2 | $627K | Hold |
|
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|
2024
Q1 | $649K | Buy |
|
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $749K | Sell |
|
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|
2022
Q4 | $702K | Hold |
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|
2022
Q3 | $656K | Hold |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $670K | Hold |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $629K | Sell |
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|
2021
Q1 | $636K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $404K | Sell |
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|
2020
Q2 | $369K | Buy |
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|
2020
Q1 | $214K | Buy |
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