FWM
Frontier Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.67M | Sell |
18,896
-277
| -1% | -$68.4K | 0.34% | 67 |
|
|
2022
Q1 | $4.78M | Buy |
19,173
+1,523
| +9% | +$379K | 0.06% | 60 |
|
|
2021
Q4 | $4.73M | Buy |
17,650
+692
| +4% | +$185K | 0.31% | 68 |
|
|
2021
Q3 | $4.09M | Sell |
16,958
-506
| -3% | -$122K | 0.28% | 74 |
|
|
2021
Q2 | $4.03M | Buy |
17,464
+310
| +2% | +$71.6K | 0.28% | 71 |
|
|
2021
Q1 | $3.85M | Buy |
17,154
+819
| +5% | +$184K | 0.3% | 72 |
|
|
2020
Q4 | $3.51M | Buy |
16,335
+182
| +1% | +$39.1K | 0.29% | 72 |
|
|
2020
Q3 | $3.55M | Buy |
16,153
+310
| +2% | +$68K | 0.32% | 61 |
|
|
2020
Q2 | $2.92M | Sell |
15,843
-61
| -0.4% | -$11.3K | 0.27% | 74 |
|
|
2020
Q1 | $2.63M | Sell |
15,904
-4,731
| -23% | -$782K | 0.43% | 65 |
|
|
2019
Q4 | $4.08M | Buy |
20,635
+5,614
| +37% | +$1.11M | 0.65% | 38 |
|
|
2019
Q3 | $3.23M | Buy |
15,021
+353
| +2% | +$75.8K | 0.48% | 48 |
|
|
2019
Q2 | $3.05M | Buy |
14,668
+99
| +0.7% | +$20.6K | 0.45% | 49 |
|
|
2019
Q1 | $2.77M | Sell |
14,569
-393
| -3% | -$74.6K | 0.38% | 55 |
|
|
2018
Q4 | $2.66M | Sell |
14,962
-129
| -0.9% | -$22.9K | 0.4% | 60 |
|
|
2018
Q3 | $2.53M | Sell |
15,091
-805
| -5% | -$135K | 0.24% | 68 |
|
|
2018
Q2 | $2.49M | Sell |
15,896
-793
| -5% | -$124K | 0.36% | 65 |
|
|
2018
Q1 | $2.61M | Buy |
16,689
+9,770
| +141% | +$1.53M | 0.37% | 66 |
|
|
2017
Q4 | $1.19M | Sell |
6,919
-9,965
| -59% | -$1.72M | 0.19% | 122 |
|
|
2017
Q3 | $2.65M | Buy |
16,884
+696
| +4% | +$109K | 0.38% | 68 |
|
|
2017
Q2 | $2.48M | Sell |
16,188
-427
| -3% | -$65.4K | 0.38% | 71 |
|
|
2017
Q1 | $2.15M | Buy |
16,615
+150
| +0.9% | +$19.4K | 0.33% | 82 |
|
|
2016
Q4 | $2M | Sell |
16,465
-100
| -0.6% | -$12.2K | 0.33% | 88 |
|
|
2016
Q3 | $1.91M | Sell |
16,565
-800
| -5% | -$92.3K | 0.29% | 87 |
|
|
2016
Q2 | $2.09M | Sell |
17,365
-100
| -0.6% | -$12K | 0.33% | 81 |
|
|
2016
Q1 | $2.2M | Sell |
17,465
-6,005
| -26% | -$755K | 0.18% | 81 |
|
|
2015
Q4 | $2.77M | Buy |
23,470
+2,211
| +10% | +$261K | 0.45% | 57 |
|
|
2015
Q3 | $2.1M | Buy |
21,259
+1,026
| +5% | +$101K | 0.33% | 81 |
|
|
2015
Q2 | $1.92M | Sell |
20,233
-4,856
| -19% | -$462K | 0.3% | 82 |
|
|
2015
Q1 | $2.45M | Sell |
25,089
-1,454
| -5% | -$142K | 0.39% | 47 |
|
|
2014
Q4 | $2.49M | Buy |
+26,543
| New | +$2.49M | 0.47% | 38 |
|