EWM
Edge Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.07M | Sell |
24,174
-522
| -2% | -$153K | 1.36% | 27 |
|
|
2025
Q1 | $7.71M | Buy |
24,696
+25
| +0.1% | +$7.81K | 1.56% | 25 |
|
|
2024
Q4 | $7.15M | Sell |
24,671
-337
| -1% | -$97.7K | 1.45% | 25 |
|
|
2024
Q3 | $7.62M | Sell |
25,008
-190
| -0.8% | -$57.9K | 1.53% | 23 |
|
|
2024
Q2 | $6.42M | Sell |
25,198
-720
| -3% | -$183K | 1.35% | 25 |
|
|
2024
Q1 | $7.31M | Buy |
25,918
+164
| +0.6% | +$46.2K | 1.54% | 23 |
|
|
2023
Q4 | $7.64M | Buy |
25,754
+58
| +0.2% | +$17.2K | 1.67% | 21 |
|
|
2023
Q3 | $6.77M | Sell |
25,696
-96
| -0.4% | -$25.3K | 1.58% | 22 |
|
|
2023
Q2 | $7.7M | Buy |
25,792
+719
| +3% | +$215K | 1.68% | 22 |
|
|
2023
Q1 | $7.01M | Sell |
25,073
-1,876
| -7% | -$524K | 1.61% | 23 |
|
|
2022
Q4 | $7.05M | Sell |
26,949
-2,185
| -7% | -$572K | 1.64% | 22 |
|
|
2022
Q3 | $6.77M | Buy |
29,134
+581
| +2% | +$135K | 1.5% | 26 |
|
|
2022
Q2 | $7.05M | Sell |
28,553
-1,664
| -6% | -$411K | 1.52% | 25 |
|
|
2022
Q1 | $7.47M | Buy |
30,217
+3,127
| +12% | +$773K | 1.47% | 26 |
|
|
2021
Q4 | $7.26M | Buy |
27,090
+653
| +2% | +$175K | 1.33% | 25 |
|
|
2021
Q3 | $6.37M | Buy |
26,437
+1,114
| +4% | +$269K | 1.24% | 26 |
|
|
2021
Q2 | $5.86M | Buy |
25,323
+413
| +2% | +$95.5K | 1.19% | 26 |
|
|
2021
Q1 | $5.58M | Buy |
24,910
+1,229
| +5% | +$275K | 1.19% | 28 |
|
|
2020
Q4 | $5.08M | Sell |
23,681
-3,749
| -14% | -$805K | 1.15% | 29 |
|
|
2020
Q3 | $6.02M | Buy |
27,430
+1,466
| +6% | +$322K | 1.39% | 27 |
|
|
2020
Q2 | $4.79M | Buy |
25,964
+20,763
| +399% | +$3.83M | 0.91% | 33 |
|
|
2020
Q1 | $875K | Buy |
5,201
+1,844
| +55% | +$310K | 0.19% | 68 |
|
|
2019
Q4 | $663K | Buy |
3,357
+206
| +7% | +$40.7K | 0.13% | 85 |
|
|
2019
Q3 | $676K | Hold |
3,151
| – | – | 0.16% | 81 |
|
|
2019
Q2 | $654K | Sell |
3,151
-10
| -0.3% | -$2.08K | 0.15% | 85 |
|
|
2019
Q1 | $600K | Hold |
3,161
| – | – | 0.15% | 87 |
|
|
2018
Q4 | $561K | Hold |
3,161
| – | – | 0.16% | 82 |
|
|
2018
Q3 | $529K | Hold |
3,161
| – | – | 0.13% | 87 |
|
|
2018
Q2 | $495K | Buy |
3,161
+3,126
| +8,931% | +$490K | 0.13% | 99 |
|
|
2018
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 449 |
|
|
2017
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 427 |
|
|
2017
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 436 |
|
|
2017
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 422 |
|
|
2017
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 406 |
|
|
2016
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 401 |
|
|
2016
Q3 | $4K | Sell |
35
-5
| -13% | -$571 | ﹤0.01% | 397 |
|
|
2016
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 366 |
|
|
2016
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 342 |
|
|
2015
Q4 | $5K | Sell |
40
-100
| -71% | -$12.5K | ﹤0.01% | 347 |
|
|
2015
Q3 | $14K | Hold |
140
| – | – | 0.01% | 262 |
|
|
2015
Q2 | $13K | Hold |
140
| – | – | ﹤0.01% | 285 |
|
|
2015
Q1 | $14K | Buy |
140
+5
| +4% | +$500 | ﹤0.01% | 282 |
|
|
2014
Q4 | $13K | Buy |
135
+1
| +0.7% | +$96 | ﹤0.01% | 291 |
|
|
2014
Q3 | $13K | Hold |
134
| – | – | 0.01% | 289 |
|
|
2014
Q2 | $13K | Hold |
134
| – | – | 0.01% | 271 |
|
|
2014
Q1 | $13K | Sell |
134
-4,475
| -97% | -$434K | 0.01% | 270 |
|
|
2013
Q4 | $447K | Buy |
4,609
+4,600
| +51,111% | +$446K | 0.21% | 56 |
|
|
2013
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 319 |
|
|
2013
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 307 |
|