CWS
Cypress Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
1,124
+16
| +1% | +$4.68K | 0.06% | 219 |
|
|
2025
Q1 | $346K | Buy |
1,108
+20
| +2% | +$6.25K | 0.07% | 191 |
|
|
2024
Q4 | $315K | Buy |
1,088
+2
| +0.2% | +$580 | 0.06% | 200 |
|
|
2024
Q3 | $331K | Buy |
1,086
+31
| +3% | +$9.44K | 0.07% | 195 |
|
|
2024
Q2 | $269K | Buy |
1,055
+30
| +3% | +$7.64K | 0.06% | 204 |
|
|
2024
Q1 | $289K | Buy |
1,025
+246
| +32% | +$69.4K | 0.07% | 202 |
|
|
2023
Q4 | $231K | Sell |
779
-289
| -27% | -$85.7K | 0.06% | 218 |
|
|
2023
Q3 | $281K | Sell |
1,068
-50
| -4% | -$13.2K | 0.08% | 190 |
|
|
2023
Q2 | $329K | Sell |
1,118
-11
| -1% | -$3.24K | 0.09% | 175 |
|
|
2023
Q1 | $316K | Buy |
1,129
+1
| +0.1% | +$280 | 0.09% | 178 |
|
|
2022
Q4 | $297K | Buy |
1,128
+27
| +2% | +$7.11K | 0.1% | 181 |
|
|
2022
Q3 | $257K | Sell |
1,101
-182
| -14% | -$42.5K | 0.09% | 183 |
|
|
2022
Q2 | $317K | Sell |
1,283
-1,073
| -46% | -$265K | 0.1% | 166 |
|
|
2022
Q1 | $583K | Buy |
2,356
+22
| +0.9% | +$5.44K | 0.16% | 104 |
|
|
2021
Q4 | $626K | Sell |
2,334
-610
| -21% | -$164K | 0.17% | 93 |
|
|
2021
Q3 | $710K | Sell |
2,944
-1,155
| -28% | -$279K | 0.21% | 83 |
|
|
2021
Q2 | $947K | Sell |
4,099
-1,337
| -25% | -$309K | 0.26% | 73 |
|
|
2021
Q1 | $1.22M | Buy |
5,436
+1,087
| +25% | +$244K | 0.25% | 80 |
|
|
2020
Q4 | $933K | Buy |
+4,349
| New | +$933K | 0.21% | 86 |
|
|
2020
Q3 | – | Sell |
-24,447
| Closed | -$4.51M | – | 149 |
|
|
2020
Q2 | $4.51M | Sell |
24,447
-5,372
| -18% | -$991K | 1.07% | 20 |
|
|
2020
Q1 | $4.93M | Buy |
29,819
+1,277
| +4% | +$211K | 1.45% | 13 |
|
|
2019
Q4 | $5.64M | Sell |
28,542
-123
| -0.4% | -$24.3K | 1.42% | 15 |
|
|
2019
Q3 | $6.16M | Sell |
28,665
-698
| -2% | -$150K | 1.69% | 10 |
|
|
2019
Q2 | $6.1M | Buy |
29,363
+227
| +0.8% | +$47.1K | 1.76% | 10 |
|
|
2019
Q1 | $5.53M | Buy |
29,136
+689
| +2% | +$131K | 1.75% | 11 |
|
|
2018
Q4 | $5.05M | Sell |
28,447
-187
| -0.7% | -$33.2K | 2% | 7 |
|
|
2018
Q3 | $4.79M | Buy |
28,634
+8
| +0% | +$1.34K | 1.71% | 16 |
|
|
2018
Q2 | $4.49M | Buy |
28,626
+1,286
| +5% | +$201K | 1.7% | 15 |
|
|
2018
Q1 | $4.28M | Sell |
27,340
-193
| -0.7% | -$30.2K | 1.82% | 13 |
|
|
2017
Q4 | $4.74M | Buy |
+27,533
| New | +$4.74M | 1.97% | 10 |
|