CWS
Confluence Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
11,007
+20
| +0.2% | +$5.84K | 0.18% | 68 |
|
|
2025
Q1 | $3.5M | Buy |
10,987
+668
| +6% | +$213K | 0.22% | 59 |
|
|
2024
Q4 | $2.93M | Sell |
10,319
-185
| -2% | -$52.6K | 0.19% | 62 |
|
|
2024
Q3 | $3.2M | Buy |
10,504
+782
| +8% | +$238K | 0.23% | 54 |
|
|
2024
Q2 | $2.48M | Buy |
9,722
+569
| +6% | +$145K | 0.2% | 62 |
|
|
2024
Q1 | $2.58M | Sell |
9,153
-1,090
| -11% | -$307K | 0.23% | 56 |
|
|
2023
Q4 | $3.04M | Sell |
10,243
-118
| -1% | -$35K | 0.33% | 42 |
|
|
2023
Q3 | $2.73M | Sell |
10,361
-698
| -6% | -$184K | 0.54% | 34 |
|
|
2023
Q2 | $3.3M | Sell |
11,059
-6
| -0.1% | -$1.79K | 0.7% | 28 |
|
|
2023
Q1 | $3.09M | Buy |
11,065
+526
| +5% | +$147K | 0.72% | 28 |
|
|
2022
Q4 | $2.78M | Buy |
10,539
+45
| +0.4% | +$11.9K | 0.72% | 30 |
|
|
2022
Q3 | $2.42M | Sell |
10,494
-3,358
| -24% | -$775K | 1.02% | 17 |
|
|
2022
Q2 | $3.59M | Buy |
13,852
+1,607
| +13% | +$417K | 1.58% | 4 |
|
|
2022
Q1 | $3.03M | Sell |
12,245
-100
| -0.8% | -$24.7K | 1.09% | 19 |
|
|
2021
Q4 | $3.31M | Buy |
+12,345
| New | +$3.31M | 1.07% | 12 |
|