Executive Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.9M | Buy |
37,665
+16
| +0% | +$4.64K | 0.85% | 29 |
|
|
2024
Q3 | $11.5M | Buy |
+37,649
| New | +$11.5M | 0.9% | 28 |
|
|
2024
Q2 | – | Sell |
-37,663
| Closed | -$10.6M | – | 204 |
|
|
2024
Q1 | $10.6M | Sell |
37,663
-2,140
| -5% | -$600K | 0.93% | 25 |
|
|
2023
Q4 | $11.8M | Buy |
39,803
+4,963
| +14% | +$1.47M | 1.11% | 21 |
|
|
2023
Q3 | $9.18M | Buy |
34,840
+799
| +2% | +$210K | 0.95% | 29 |
|
|
2023
Q2 | $10.2M | Buy |
34,041
+957
| +3% | +$286K | 1.05% | 23 |
|
|
2023
Q1 | $9.25M | Buy |
33,084
+1,485
| +5% | +$415K | 1.03% | 24 |
|
|
2022
Q4 | $8.33M | Buy |
31,599
+24,570
| +350% | +$6.48M | 1.02% | 26 |
|
|
2022
Q3 | $7.03K | Sell |
7,029
-23,349
| -77% | -$23.3K | 0.98% | 24 |
|
|
2022
Q2 | $7.5M | Sell |
30,378
-1,290
| -4% | -$318K | 1.01% | 24 |
|
|
2022
Q1 | $7.83M | Buy |
31,668
+2,990
| +10% | +$739K | 0.85% | 35 |
|
|
2021
Q4 | $7.69M | Buy |
28,678
+995
| +4% | +$267K | 0.77% | 38 |
|
|
2021
Q3 | $6.67M | Sell |
27,683
-928
| -3% | -$224K | 0.74% | 44 |
|
|
2021
Q2 | $6.61M | Buy |
28,611
+2,057
| +8% | +$475K | 0.72% | 43 |
|
|
2021
Q1 | $5.95M | Buy |
26,554
+722
| +3% | +$162K | 0.7% | 38 |
|
|
2020
Q4 | $5.54M | Buy |
25,832
+2,876
| +13% | +$617K | 0.68% | 39 |
|
|
2020
Q3 | $5.04M | Buy |
22,956
+2,722
| +13% | +$597K | 0.7% | 31 |
|
|
2020
Q2 | $3.73M | Sell |
20,234
-1,805
| -8% | -$333K | 0.56% | 41 |
|
|
2020
Q1 | $3.64M | Sell |
22,039
-3,857
| -15% | -$638K | 0.65% | 35 |
|
|
2019
Q4 | $5.12M | Buy |
25,896
+2,350
| +10% | +$464K | 0.7% | 35 |
|
|
2019
Q3 | $5.06M | Buy |
23,546
+1,711
| +8% | +$367K | 0.77% | 29 |
|
|
2019
Q2 | $4.53M | Buy |
21,835
+1,528
| +8% | +$317K | 0.64% | 30 |
|
|
2019
Q1 | $3.86M | Buy |
20,307
+1,470
| +8% | +$279K | 0.69% | 26 |
|
|
2018
Q4 | $3.35M | Buy |
+18,837
| New | +$3.35M | 0.59% | 31 |
|