CWM
Concentric Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $777K | Hold |
2,551
| – | – | 0.19% | 81 |
|
|
2024
Q2 | $650K | Hold |
2,551
| – | – | 0.17% | 87 |
|
|
2024
Q1 | $719K | Hold |
2,551
| – | – | 0.19% | 85 |
|
|
2023
Q4 | $756K | Buy |
2,551
+35
| +1% | +$10.4K | 0.22% | 81 |
|
|
2023
Q3 | $663K | Hold |
2,516
| – | – | 0.22% | 83 |
|
|
2023
Q2 | $751K | Sell |
2,516
-100
| -4% | -$29.8K | 0.24% | 80 |
|
|
2023
Q1 | $731K | Hold |
2,616
| – | – | 0.24% | 78 |
|
|
2022
Q4 | $689K | Sell |
2,616
-35
| -1% | -$9.22K | 0.24% | 79 |
|
|
2022
Q3 | $612K | Hold |
2,651
| – | – | 0.23% | 83 |
|
|
2022
Q2 | $654K | Sell |
2,651
-100
| -4% | -$24.7K | 0.22% | 84 |
|
|
2022
Q1 | $680K | Buy |
2,751
+1
| +0% | +$247 | 0.2% | 88 |
|
|
2021
Q4 | $737K | Hold |
2,750
| – | – | 0.21% | 86 |
|
|
2021
Q3 | $663K | Sell |
2,750
-136
| -5% | -$32.8K | 0.2% | 88 |
|
|
2021
Q2 | $667K | Hold |
2,886
| – | – | 0.2% | 86 |
|
|
2021
Q1 | $647K | Sell |
2,886
-75
| -3% | -$16.8K | 0.21% | 84 |
|
|
2020
Q4 | $635K | Sell |
2,961
-27
| -0.9% | -$5.79K | 0.23% | 83 |
|
|
2020
Q3 | $656K | Buy |
2,988
+36
| +1% | +$7.9K | 0.28% | 79 |
|
|
2020
Q2 | $545K | Sell |
2,952
-50
| -2% | -$9.23K | 0.26% | 80 |
|
|
2020
Q1 | $496K | Hold |
3,002
| – | – | 0.27% | 76 |
|
|
2019
Q4 | $593K | Sell |
3,002
-150
| -5% | -$29.6K | 0.25% | 81 |
|
|
2019
Q3 | $677K | Hold |
3,152
| – | – | 0.43% | 60 |
|
|
2019
Q2 | $655K | Hold |
3,152
| – | – | 0.43% | 62 |
|
|
2019
Q1 | $599K | Hold |
3,152
| – | – | 0.4% | 60 |
|
|
2018
Q4 | $560K | Hold |
3,152
| – | – | 0.43% | 59 |
|
|
2018
Q3 | $527K | Hold |
3,152
| – | – | 0.37% | 65 |
|
|
2018
Q2 | $494K | Hold |
3,152
| – | – | 0.36% | 69 |
|
|
2018
Q1 | $493K | Sell |
3,152
-125
| -4% | -$19.6K | 0.37% | 67 |
|
|
2017
Q4 | $564K | Buy |
3,277
+77
| +2% | +$13.3K | 0.41% | 65 |
|
|
2017
Q3 | $501K | Hold |
3,200
| – | – | 0.38% | 65 |
|
|
2017
Q2 | $490K | Buy |
3,200
+1,300
| +68% | +$199K | 0.39% | 65 |
|
|
2017
Q1 | $246K | Hold |
1,900
| – | – | 0.2% | 80 |
|
|
2016
Q4 | $231K | Buy |
+1,900
| New | +$231K | 0.19% | 80 |
|