FMWA
Forvis Mazars Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
7,946
+25
| +0.3% | +$7.31K | 0.05% | 144 |
|
|
2025
Q1 | $2.47M | Sell |
7,921
-99
| -1% | -$30.9K | 0.06% | 134 |
|
|
2024
Q4 | $2.32M | Sell |
8,020
-83
| -1% | -$24.1K | 0.05% | 149 |
|
|
2024
Q3 | $2.47M | Sell |
8,103
-2,315
| -22% | -$705K | 0.06% | 151 |
|
|
2024
Q2 | $2.65M | Buy |
10,418
+1,996
| +24% | +$509K | 0.07% | 134 |
|
|
2024
Q1 | $2.37M | Sell |
8,422
-607
| -7% | -$171K | 0.06% | 146 |
|
|
2023
Q4 | $2.68M | Buy |
9,029
+428
| +5% | +$127K | 0.07% | 130 |
|
|
2023
Q3 | $2.27M | Sell |
8,601
-585
| -6% | -$154K | 0.07% | 139 |
|
|
2023
Q2 | $2.74M | Sell |
9,186
-719
| -7% | -$215K | 0.08% | 142 |
|
|
2023
Q1 | $2.77M | Sell |
9,905
-128
| -1% | -$35.8K | 0.09% | 122 |
|
|
2022
Q4 | $2.64M | Buy |
10,033
+177
| +2% | +$46.6K | 0.09% | 120 |
|
|
2022
Q3 | $2.28M | Buy |
9,856
+879
| +10% | +$203K | 0.09% | 129 |
|
|
2022
Q2 | $2.22M | Buy |
8,977
+1,499
| +20% | +$370K | 0.09% | 119 |
|
|
2022
Q1 | $1.85M | Sell |
7,478
-69
| -0.9% | -$17.1K | 0.08% | 112 |
|
|
2021
Q4 | $2.02M | Buy |
7,547
+727
| +11% | +$195K | 0.09% | 100 |
|
|
2021
Q3 | $1.64M | Buy |
6,820
+439
| +7% | +$106K | 0.08% | 107 |
|
|
2021
Q2 | $1.47M | Sell |
6,381
-1,066
| -14% | -$246K | 0.07% | 118 |
|
|
2021
Q1 | $1.67M | Sell |
7,447
-3,907
| -34% | -$876K | 0.08% | 104 |
|
|
2020
Q4 | $2.44M | Buy |
11,354
+200
| +2% | +$42.9K | 0.12% | 88 |
|
|
2020
Q3 | $2.45M | Sell |
11,154
-257
| -2% | -$56.4K | 0.14% | 74 |
|
|
2020
Q2 | $2.11M | Buy |
11,411
+483
| +4% | +$89.1K | 0.14% | 81 |
|
|
2020
Q1 | $1.81M | Buy |
10,928
+275
| +3% | +$45.5K | 0.15% | 72 |
|
|
2019
Q4 | $2.11M | Buy |
10,653
+1,923
| +22% | +$380K | 0.15% | 82 |
|
|
2019
Q3 | $1.87M | Sell |
8,730
-104
| -1% | -$22.3K | 0.15% | 88 |
|
|
2019
Q2 | $1.83M | Sell |
8,834
-153
| -2% | -$31.8K | 0.15% | 86 |
|
|
2019
Q1 | $1.71M | Buy |
8,987
+241
| +3% | +$45.8K | 0.14% | 87 |
|
|
2018
Q4 | $1.55M | Sell |
8,746
-66
| -0.7% | -$11.7K | 0.16% | 72 |
|
|
2018
Q3 | $1.47M | Sell |
8,812
-84
| -0.9% | -$14.1K | 0.13% | 86 |
|
|
2018
Q2 | $1.39M | Buy |
8,896
+1,114
| +14% | +$175K | 0.14% | 87 |
|
|
2018
Q1 | $1.22M | Sell |
7,782
-1,261
| -14% | -$197K | 0.12% | 90 |
|
|
2017
Q4 | $1.56M | Sell |
9,043
-99
| -1% | -$17K | 0.16% | 78 |
|
|
2017
Q3 | $1.43M | Sell |
9,142
-16
| -0.2% | -$2.51K | 0.16% | 76 |
|
|
2017
Q2 | $1.4M | Buy |
9,158
+3,818
| +71% | +$585K | 0.16% | 80 |
|
|
2017
Q1 | $692K | Buy |
5,340
+135
| +3% | +$17.5K | 0.08% | 102 |
|
|
2016
Q4 | $634K | Buy |
5,205
+79
| +2% | +$9.62K | 0.08% | 104 |
|
|
2016
Q3 | $591K | Buy |
5,126
+129
| +3% | +$14.9K | 0.08% | 105 |
|
|
2016
Q2 | $601K | Sell |
4,997
-105
| -2% | -$12.6K | 0.09% | 101 |
|
|
2016
Q1 | $641K | Sell |
5,102
-688
| -12% | -$86.4K | 0.1% | 94 |
|
|
2015
Q4 | $684K | Sell |
5,790
-651
| -10% | -$76.9K | 0.1% | 89 |
|
|
2015
Q3 | $635K | Sell |
6,441
-88
| -1% | -$8.68K | 0.11% | 88 |
|
|
2015
Q2 | $621K | Sell |
6,529
-3,208
| -33% | -$305K | 0.09% | 93 |
|
|
2015
Q1 | $949K | Buy |
9,737
+2,012
| +26% | +$196K | 0.14% | 83 |
|
|
2014
Q4 | $724K | Buy |
7,725
+1,767
| +30% | +$166K | 0.12% | 83 |
|
|
2014
Q3 | $565K | Sell |
5,958
-31
| -0.5% | -$2.94K | 0.1% | 86 |
|
|
2014
Q2 | $603K | Sell |
5,989
-198
| -3% | -$19.9K | 0.1% | 85 |
|
|
2014
Q1 | $606K | Buy |
6,187
+48
| +0.8% | +$4.7K | 0.11% | 95 |
|
|
2013
Q4 | $596K | Sell |
6,139
-202
| -3% | -$19.6K | 0.11% | 97 |
|
|
2013
Q3 | $610K | Sell |
6,341
-11
| -0.2% | -$1.06K | 0.13% | 93 |
|
|
2013
Q2 | $629K | Buy |
+6,352
| New | +$629K | 0.5% | 54 |
|