CWM
Cranbrook Wealth Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Hold |
1,148
| – | – | 0.07% | 94 |
|
2025
Q1 | $359K | Sell |
1,148
-47
| -4% | -$14.7K | 0.08% | 90 |
|
2024
Q4 | $346K | Sell |
1,195
-221
| -16% | -$64.1K | 0.08% | 93 |
|
2024
Q3 | $431K | Sell |
1,416
-38
| -3% | -$11.6K | 0.1% | 89 |
|
2024
Q2 | $371K | Sell |
1,454
-323
| -18% | -$82.3K | 0.09% | 88 |
|
2024
Q1 | $501K | Hold |
1,777
| – | – | 0.13% | 65 |
|
2023
Q4 | $527K | Hold |
1,777
| – | – | 0.14% | 62 |
|
2023
Q3 | $468K | Hold |
1,777
| – | – | 0.14% | 63 |
|
2023
Q2 | $530K | Sell |
1,777
-54
| -3% | -$16.1K | 0.15% | 64 |
|
2023
Q1 | $512K | Sell |
1,831
-37
| -2% | -$10.3K | 0.15% | 65 |
|
2022
Q4 | $492K | Hold |
1,868
| – | – | 0.13% | 66 |
|
2022
Q3 | $431K | Hold |
1,868
| – | – | 0.11% | 72 |
|
2022
Q2 | $461K | Hold |
1,868
| – | – | 0.12% | 71 |
|
2022
Q1 | $462K | Hold |
1,868
| – | – | 0.1% | 80 |
|
2021
Q4 | $501K | Hold |
1,868
| – | – | 0.11% | 80 |
|
2021
Q3 | $450K | Hold |
1,868
| – | – | 0.1% | 79 |
|
2021
Q2 | $431K | Sell |
1,868
-14
| -0.7% | -$3.23K | 0.1% | 79 |
|
2021
Q1 | $422K | Buy |
1,882
+14
| +0.7% | +$3.14K | 0.1% | 77 |
|
2020
Q4 | $401K | Hold |
1,868
| – | – | 0.1% | 73 |
|
2020
Q3 | $410K | Hold |
1,868
| – | – | 0.12% | 67 |
|
2020
Q2 | $345K | Hold |
1,868
| – | – | 0.1% | 71 |
|
2020
Q1 | $309K | Sell |
1,868
-25
| -1% | -$4.14K | 0.11% | 68 |
|
2019
Q4 | $374K | Hold |
1,893
| – | – | 0.1% | 69 |
|
2019
Q3 | $406K | Buy |
1,893
+78
| +4% | +$16.7K | 0.12% | 67 |
|
2019
Q2 | $377K | Buy |
1,815
+1,000
| +123% | +$208K | 0.11% | 68 |
|
2019
Q1 | $155K | Hold |
815
| – | – | 0.05% | 86 |
|
2018
Q4 | $145K | Hold |
815
| – | – | 0.05% | 83 |
|
2018
Q3 | $136K | Hold |
815
| – | – | 0.05% | 82 |
|
2018
Q2 | $128K | Hold |
815
| – | – | 0.05% | 80 |
|
2018
Q1 | $127K | Hold |
815
| – | – | 0.05% | 81 |
|
2017
Q4 | $140K | Hold |
815
| – | – | 0.06% | 76 |
|
2017
Q3 | $128K | Hold |
815
| – | – | 0.05% | 76 |
|
2017
Q2 | $125K | Hold |
815
| – | – | 0.05% | 77 |
|
2017
Q1 | $106K | Hold |
815
| – | – | 0.05% | 78 |
|
2016
Q4 | $99K | Hold |
815
| – | – | 0.05% | 82 |
|
2016
Q3 | $94K | Hold |
815
| – | – | 0.05% | 81 |
|
2016
Q2 | $98K | Hold |
815
| – | – | 0.05% | 78 |
|
2016
Q1 | $102K | Hold |
815
| – | – | 0.05% | 76 |
|
2015
Q4 | $96K | Hold |
815
| – | – | 0.05% | 76 |
|
2015
Q3 | $80K | Hold |
815
| – | – | 0.05% | 85 |
|
2015
Q2 | $77K | Hold |
815
| – | – | 0.04% | 90 |
|
2015
Q1 | $79K | Hold |
815
| – | – | 0.05% | 89 |
|
2014
Q4 | $76K | Hold |
815
| – | – | 0.05% | 94 |
|
2014
Q3 | $77K | Hold |
815
| – | – | 0.05% | 73 |
|
2014
Q2 | $82K | Hold |
815
| – | – | 0.05% | 71 |
|
2014
Q1 | $80K | Hold |
815
| – | – | 0.06% | 73 |
|
2013
Q4 | $79K | Buy |
+815
| New | +$79K | 0.05% | 91 |
|