EWM
Evermay Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
5,595
-97
| -2% | -$28.3K | 0.2% | 48 |
|
|
2025
Q1 | $1.78M | Sell |
5,692
-116
| -2% | -$36.2K | 0.23% | 44 |
|
|
2024
Q4 | $1.68M | Sell |
5,808
-87
| -1% | -$25.2K | 0.26% | 50 |
|
|
2024
Q3 | $1.8M | Sell |
5,895
-482
| -8% | -$147K | 0.29% | 46 |
|
|
2024
Q2 | $1.63M | Buy |
6,377
+56
| +0.9% | +$14.3K | 0.26% | 49 |
|
|
2024
Q1 | $1.78M | Sell |
6,321
-6
| -0.1% | -$1.69K | 0.27% | 50 |
|
|
2023
Q4 | $1.88M | Sell |
6,327
-418
| -6% | -$124K | 0.35% | 34 |
|
|
2023
Q3 | $1.78M | Sell |
6,745
-201
| -3% | -$53K | 0.36% | 34 |
|
|
2023
Q2 | $2.07M | Sell |
6,946
-175
| -2% | -$52.2K | 0.4% | 30 |
|
|
2023
Q1 | $1.99M | Buy |
7,121
+81
| +1% | +$22.6K | 0.4% | 31 |
|
|
2022
Q4 | $1.86M | Sell |
7,040
-35
| -0.5% | -$9.22K | 0.38% | 31 |
|
|
2022
Q3 | $1.63M | Sell |
7,075
-2
| -0% | -$461 | 0.32% | 35 |
|
|
2022
Q2 | $1.75M | Buy |
7,077
+4
| +0.1% | +$987 | 0.34% | 33 |
|
|
2022
Q1 | $1.75M | Hold |
7,073
| – | – | 0.29% | 38 |
|
|
2021
Q4 | $1.9M | Buy |
7,073
+110
| +2% | +$29.5K | 0.34% | 27 |
|
|
2021
Q3 | $1.68M | Sell |
6,963
-76
| -1% | -$18.3K | 0.33% | 27 |
|
|
2021
Q2 | $1.63M | Hold |
7,039
| – | – | 0.3% | 31 |
|
|
2021
Q1 | $1.58M | Buy |
7,039
+130
| +2% | +$29.1K | 0.32% | 33 |
|
|
2020
Q4 | $1.48M | Sell |
6,909
-70
| -1% | -$15K | 0.33% | 32 |
|
|
2020
Q3 | $1.53M | Buy |
6,979
+365
| +6% | +$80.1K | 0.38% | 33 |
|
|
2020
Q2 | $1.22M | Buy |
6,614
+775
| +13% | +$143K | 0.32% | 35 |
|
|
2020
Q1 | $965K | Buy |
5,839
+445
| +8% | +$73.5K | 0.29% | 38 |
|
|
2019
Q4 | $1.07M | Sell |
5,394
-118
| -2% | -$23.3K | 0.26% | 43 |
|
|
2019
Q3 | $1.18M | Buy |
5,512
+586
| +12% | +$126K | 0.32% | 37 |
|
|
2019
Q2 | $1.02M | Sell |
4,926
-397
| -7% | -$82.4K | 0.28% | 40 |
|
|
2019
Q1 | $1.01M | Sell |
5,323
-80
| -1% | -$15.2K | 0.29% | 42 |
|
|
2018
Q4 | $959K | Buy |
5,403
+7
| +0.1% | +$1.24K | 0.31% | 39 |
|
|
2018
Q3 | $903K | Sell |
5,396
-500
| -8% | -$83.7K | 0.28% | 39 |
|
|
2018
Q2 | $924K | Sell |
5,896
-175
| -3% | -$27.4K | 0.31% | 39 |
|
|
2018
Q1 | $949K | Buy |
6,071
+453
| +8% | +$70.8K | 0.33% | 38 |
|
|
2017
Q4 | $967K | Buy |
5,618
+1,490
| +36% | +$256K | 0.35% | 37 |
|
|
2017
Q3 | $647K | Buy |
4,128
+239
| +6% | +$37.5K | 0.28% | 33 |
|
|
2017
Q2 | $596K | Hold |
3,889
| – | – | 0.26% | 32 |
|
|
2017
Q1 | $504K | Hold |
3,889
| – | – | 0.23% | 41 |
|
|
2016
Q4 | $473K | Sell |
3,889
-530
| -12% | -$64.5K | 0.23% | 36 |
|
|
2016
Q3 | $510K | Sell |
4,419
-583
| -12% | -$67.3K | 0.26% | 34 |
|
|
2016
Q2 | $602K | Hold |
5,002
| – | – | 0.31% | 31 |
|
|
2016
Q1 | $629K | Buy |
5,002
+833
| +20% | +$105K | 0.35% | 30 |
|
|
2015
Q4 | $493K | Buy |
4,169
+80
| +2% | +$9.46K | 0.29% | 30 |
|
|
2015
Q3 | $403K | Sell |
4,089
-45
| -1% | -$4.44K | 0.24% | 37 |
|
|
2015
Q2 | $393K | Hold |
4,134
| – | – | 0.23% | 45 |
|
|
2015
Q1 | $403K | Sell |
4,134
-2,877
| -41% | -$280K | 0.24% | 46 |
|
|
2014
Q4 | $657K | Sell |
7,011
-1,801
| -20% | -$169K | 0.43% | 27 |
|
|
2014
Q3 | $835K | Sell |
8,812
-352
| -4% | -$33.4K | 0.72% | 18 |
|
|
2014
Q2 | $923K | Sell |
9,164
-638
| -7% | -$64.3K | 0.8% | 16 |
|
|
2014
Q1 | $961K | Buy |
9,802
+656
| +7% | +$64.3K | 1.02% | 14 |
|
|
2013
Q4 | $887K | Buy |
+9,146
| New | +$887K | 1.23% | 11 |
|