CWA
Clarus Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,246
| Closed | -$335K | – | 140 |
|
|
2024
Q1 | $335K | Buy |
1,246
+37
| +3% | +$9.94K | 0.19% | 95 |
|
|
2023
Q4 | $356K | Buy |
+1,209
| New | +$356K | 0.21% | 88 |
|
|
2023
Q1 | – | Sell |
-1,424
| Closed | -$383K | – | 140 |
|
|
2022
Q4 | $383K | Sell |
1,424
-41
| -3% | -$11K | 0.25% | 85 |
|
|
2022
Q3 | $344K | Buy |
1,465
+289
| +25% | +$67.9K | 0.25% | 80 |
|
|
2022
Q2 | $298K | Sell |
1,176
-98
| -8% | -$24.8K | 0.21% | 81 |
|
|
2022
Q1 | $319K | Buy |
1,274
+26
| +2% | +$6.51K | 0.2% | 79 |
|
|
2021
Q4 | $326K | Buy |
1,248
+61
| +5% | +$15.9K | 0.19% | 79 |
|
|
2021
Q3 | $291K | Buy |
1,187
+11
| +0.9% | +$2.7K | 0.18% | 81 |
|
|
2021
Q2 | $277K | Sell |
1,176
-205
| -15% | -$48.3K | 0.17% | 82 |
|
|
2021
Q1 | $320K | Sell |
1,381
-519
| -27% | -$120K | 0.2% | 95 |
|
|
2020
Q4 | $407K | Buy |
1,900
+89
| +5% | +$19.1K | 0.27% | 71 |
|
|
2020
Q3 | $406K | Sell |
1,811
-268
| -13% | -$60.1K | 0.31% | 65 |
|
|
2020
Q2 | $386K | Sell |
2,079
-1,532
| -42% | -$284K | 0.33% | 65 |
|
|
2020
Q1 | $579K | Sell |
3,611
-165
| -4% | -$26.5K | 0.58% | 48 |
|
|
2019
Q4 | $787K | Hold |
3,776
| – | – | 0.52% | 48 |
|
|
2019
Q3 | $811K | Sell |
3,776
-599
| -14% | -$129K | 0.59% | 36 |
|
|
2019
Q2 | $909K | Sell |
4,375
-66
| -1% | -$13.7K | 0.66% | 23 |
|
|
2019
Q1 | $843K | Sell |
4,441
-213
| -5% | -$40.4K | 0.63% | 23 |
|
|
2018
Q4 | $826K | Sell |
4,654
-9
| -0.2% | -$1.6K | 1.3% | 9 |
|
|
2018
Q3 | $780K | Sell |
4,663
-1,690
| -27% | -$283K | 0.51% | 23 |
|
|
2018
Q2 | $993K | Hold |
6,353
| – | – | 0.75% | 18 |
|
|
2018
Q1 | $993K | Sell |
6,353
-417
| -6% | -$65.2K | 0.92% | 18 |
|
|
2017
Q4 | $1.17M | Buy |
+6,770
| New | +$1.17M | 1.12% | 16 |
|