CNWM
Clay Northam Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
805
-1
| -0.1% | -$292 | 0.15% | 75 |
|
|
2025
Q1 | $252K | Buy |
806
+6
| +0.8% | +$1.87K | 0.18% | 69 |
|
|
2024
Q4 | $232K | Hold |
800
| – | – | 0.15% | 83 |
|
|
2024
Q3 | $244K | Buy |
800
+8
| +1% | +$2.44K | 0.17% | 76 |
|
|
2024
Q2 | $202K | Hold |
792
| – | – | 0.15% | 84 |
|
|
2024
Q1 | $223K | Hold |
792
| – | – | 0.18% | 81 |
|
|
2023
Q4 | $235K | Hold |
792
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $209K | Hold |
792
| – | – | 0.21% | 72 |
|
|
2023
Q2 | $236K | Hold |
792
| – | – | 0.22% | 67 |
|
|
2023
Q1 | $221K | Hold |
792
| – | – | 0.23% | 69 |
|
|
2022
Q4 | $209K | Buy |
+792
| New | +$209K | 0.24% | 70 |
|
|
2022
Q1 | – | Sell |
-792
| Closed | -$212K | – | 88 |
|
|
2021
Q4 | $212K | Buy |
+792
| New | +$212K | 0.2% | 85 |
|