CWP
CFM Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
19,530
+146
| +0.8% | +$42.7K | 0.91% | 32 |
|
|
2025
Q1 | $6.05M | Buy |
19,384
+492
| +3% | +$154K | 1.07% | 25 |
|
|
2024
Q4 | $5.48M | Buy |
18,892
+382
| +2% | +$111K | 0.92% | 30 |
|
|
2024
Q3 | $5.64M | Sell |
18,510
-857
| -4% | -$261K | 0.98% | 28 |
|
|
2024
Q2 | $4.94M | Buy |
19,367
+351
| +2% | +$89.4K | 0.91% | 29 |
|
|
2024
Q1 | $5.36M | Buy |
19,016
+775
| +4% | +$219K | 1.08% | 28 |
|
|
2023
Q4 | $5.41M | Buy |
18,241
+157
| +0.9% | +$46.6K | 1.22% | 19 |
|
|
2023
Q3 | $4.76M | Buy |
18,084
+2,393
| +15% | +$630K | 1.25% | 18 |
|
|
2023
Q2 | $4.68M | Buy |
15,691
+474
| +3% | +$141K | 1.14% | 20 |
|
|
2023
Q1 | $4.25M | Buy |
15,217
+5
| +0% | +$1.4K | 1.15% | 19 |
|
|
2022
Q4 | $4.01M | Buy |
15,212
+41
| +0.3% | +$10.8K | 1.2% | 17 |
|
|
2022
Q3 | $3.5M | Buy |
15,171
+680
| +5% | +$157K | 1.12% | 21 |
|
|
2022
Q2 | $3.58M | Buy |
14,491
+531
| +4% | +$131K | 1.07% | 23 |
|
|
2022
Q1 | $3.45M | Sell |
13,960
-197
| -1% | -$48.7K | 0.83% | 29 |
|
|
2021
Q4 | $3.8M | Buy |
14,157
+927
| +7% | +$249K | 0.85% | 30 |
|
|
2021
Q3 | $3.19M | Buy |
13,230
+1,031
| +8% | +$249K | 0.8% | 34 |
|
|
2021
Q2 | $2.82M | Buy |
12,199
+216
| +2% | +$49.9K | 0.75% | 38 |
|
|
2021
Q1 | $2.69M | Sell |
11,983
-350
| -3% | -$78.5K | 0.81% | 34 |
|
|
2020
Q4 | $2.65M | Buy |
12,333
+1,311
| +12% | +$281K | 0.84% | 33 |
|
|
2020
Q3 | $2.42M | Buy |
11,022
+617
| +6% | +$135K | 0.88% | 34 |
|
|
2020
Q2 | $1.92M | Sell |
10,405
-356
| -3% | -$65.7K | 0.73% | 36 |
|
|
2020
Q1 | $1.78M | Sell |
10,761
-227
| -2% | -$37.5K | 0.83% | 34 |
|
|
2019
Q4 | $2.32M | Buy |
+10,988
| New | +$2.32M | 0.85% | 33 |
|