DWM
Darwin Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
559
+5
| +0.9% | +$1.46K | 0.06% | 136 |
|
|
2025
Q1 | $161K | Hold |
554
| – | – | 0.05% | 142 |
|
|
2024
Q4 | $161K | Sell |
554
-141
| -20% | -$40.9K | 0.05% | 142 |
|
|
2024
Q3 | $212K | Buy |
+695
| New | +$212K | 0.06% | 139 |
|
|
2023
Q3 | – | Sell |
-680
| Closed | -$200K | – | 149 |
|
|
2023
Q2 | $200K | Buy |
+680
| New | +$200K | 0.05% | 143 |
|
|
2022
Q4 | – | Sell |
-921
| Closed | -$227K | – | 167 |
|
|
2022
Q3 | $227K | Sell |
921
-15
| -2% | -$3.7K | 0.06% | 143 |
|
|
2022
Q2 | $244K | Sell |
936
-140
| -13% | -$36.5K | 0.05% | 147 |
|
|
2022
Q1 | $266K | Sell |
1,076
-62
| -5% | -$15.3K | 0.04% | 150 |
|
|
2021
Q4 | $288K | Sell |
1,138
-119
| -9% | -$30.1K | 0.05% | 148 |
|
|
2021
Q3 | $303K | Sell |
1,257
-640
| -34% | -$154K | 0.05% | 141 |
|
|
2021
Q2 | $438K | Buy |
1,897
+6
| +0.3% | +$1.39K | 0.07% | 121 |
|
|
2021
Q1 | $423K | Sell |
1,891
-31
| -2% | -$6.93K | 0.07% | 119 |
|
|
2020
Q4 | $412K | Sell |
1,922
-65
| -3% | -$13.9K | 0.08% | 118 |
|
|
2020
Q3 | $436K | Buy |
1,987
+3
| +0.2% | +$658 | 0.09% | 108 |
|
|
2020
Q2 | $366K | Sell |
1,984
-113
| -5% | -$20.8K | 0.09% | 115 |
|
|
2020
Q1 | $346K | Buy |
2,097
+663
| +46% | +$109K | 0.11% | 101 |
|
|
2019
Q4 | $283K | Sell |
1,434
-27
| -2% | -$5.33K | 0.08% | 132 |
|
|
2019
Q3 | $314K | Buy |
1,461
+2
| +0.1% | +$430 | 0.09% | 120 |
|
|
2019
Q2 | $303K | Sell |
1,459
-79
| -5% | -$16.4K | 0.09% | 123 |
|
|
2019
Q1 | $292K | Sell |
1,538
-81
| -5% | -$15.4K | 0.1% | 125 |
|
|
2018
Q4 | $288K | Sell |
1,619
-80
| -5% | -$14.2K | 0.2% | 78 |
|
|
2018
Q3 | $284K | Sell |
1,699
-99
| -6% | -$16.5K | 0.16% | 100 |
|
|
2018
Q2 | $281K | Buy |
1,798
+151
| +9% | +$23.6K | 0.18% | 101 |
|
|
2018
Q1 | $257K | Sell |
1,647
-26
| -2% | -$4.06K | 0.19% | 103 |
|
|
2017
Q4 | $288K | Buy |
1,673
+196
| +13% | +$33.7K | 0.12% | 126 |
|
|
2017
Q3 | $231K | Buy |
+1,477
| New | +$231K | 0.22% | 84 |
|
|
2016
Q3 | – | Sell |
-16,063
| Closed | -$1.93M | – | 90 |
|
|
2016
Q2 | $1.93M | Buy |
+16,063
| New | +$1.93M | 1.65% | 23 |
|