CWM
Centric Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
4,450
+29
| +0.7% | +$8.86K | 0.32% | 77 |
|
|
2025
Q1 | $1.38M | Sell |
4,421
-13
| -0.3% | -$4.06K | 0.36% | 78 |
|
|
2024
Q4 | $1.29M | Sell |
4,434
-1,088
| -20% | -$315K | 0.35% | 80 |
|
|
2024
Q3 | $1.62M | Sell |
5,522
-25
| -0.5% | -$7.35K | 0.43% | 72 |
|
|
2024
Q2 | $1.4M | Buy |
5,547
+69
| +1% | +$17.4K | 0.4% | 63 |
|
|
2024
Q1 | $1.5M | Buy |
5,478
+1,011
| +23% | +$276K | 0.48% | 60 |
|
|
2023
Q4 | $1.28M | Buy |
4,467
+107
| +2% | +$30.6K | 0.42% | 64 |
|
|
2023
Q3 | $1.15M | Sell |
4,360
-89
| -2% | -$23.4K | 0.48% | 61 |
|
|
2023
Q2 | $1.31M | Sell |
4,449
-6
| -0.1% | -$1.77K | 0.52% | 51 |
|
|
2023
Q1 | $1.25M | Buy |
4,455
+22
| +0.5% | +$6.15K | 0.54% | 50 |
|
|
2022
Q4 | $1.17M | Buy |
4,433
+153
| +4% | +$40.3K | 0.59% | 50 |
|
|
2022
Q3 | $988K | Buy |
4,280
+105
| +3% | +$24.2K | 0.39% | 67 |
|
|
2022
Q2 | $1.03M | Sell |
4,175
-195
| -4% | -$48.2K | 0.38% | 74 |
|
|
2022
Q1 | $1.08M | Sell |
4,370
-40
| -0.9% | -$9.9K | 0.34% | 76 |
|
|
2021
Q4 | $1.18M | Buy |
4,410
+21
| +0.5% | +$5.63K | 0.39% | 67 |
|
|
2021
Q3 | $1.06M | Buy |
4,389
+5
| +0.1% | +$1.21K | 0.39% | 66 |
|
|
2021
Q2 | $1.01M | Buy |
4,384
+106
| +2% | +$24.5K | 0.35% | 71 |
|
|
2021
Q1 | $959K | Sell |
4,278
-69
| -2% | -$15.5K | 0.27% | 96 |
|
|
2020
Q4 | $933K | Buy |
4,347
+832
| +24% | +$179K | 0.29% | 91 |
|
|
2020
Q3 | $725K | Sell |
3,515
-454
| -11% | -$93.6K | 0.55% | 50 |
|
|
2020
Q2 | $732K | Buy |
3,969
+454
| +13% | +$83.7K | 0.38% | 66 |
|
|
2020
Q1 | $725K | Buy |
+3,515
| New | +$725K | 0.55% | 50 |
|
|
2019
Q4 | – | Sell |
-3,515
| Closed | -$725K | – | 118 |
|
|
2019
Q3 | $725K | Buy |
3,515
+23
| +0.7% | +$4.74K | 0.55% | 50 |
|
|
2019
Q2 | $725K | Buy |
3,492
+90
| +3% | +$18.7K | 0.63% | 44 |
|
|
2019
Q1 | $646K | Sell |
3,402
-133
| -4% | -$25.3K | 0.6% | 47 |
|
|
2018
Q4 | $628K | Buy |
+3,535
| New | +$628K | 0.55% | 54 |
|