GWS
Glassman Wealth Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,263
| Closed | -$1.26M | – | 1134 |
|
|
2023
Q4 | $1.26M | Sell |
4,263
-54
| -1% | -$16K | 0.18% | 42 |
|
|
2023
Q3 | $1.14M | Buy |
4,317
+19
| +0.4% | +$5.01K | 0.18% | 39 |
|
|
2023
Q2 | $1.28M | Buy |
4,298
+301
| +8% | +$89.8K | 0.21% | 35 |
|
|
2023
Q1 | $1.12M | Buy |
3,997
+247
| +7% | +$69.1K | 0.19% | 33 |
|
|
2022
Q4 | $988K | Sell |
3,750
-567
| -13% | -$149K | 0.18% | 39 |
|
|
2022
Q3 | $996K | Buy |
4,317
+18
| +0.4% | +$4.15K | 0.21% | 35 |
|
|
2022
Q2 | $1.06M | Buy |
4,299
+187
| +5% | +$46.2K | 0.22% | 36 |
|
|
2022
Q1 | $1.02M | Buy |
4,112
+120
| +3% | +$29.7K | 0.19% | 39 |
|
|
2021
Q4 | $1.07M | Buy |
3,992
+86
| +2% | +$23.1K | 0.2% | 41 |
|
|
2021
Q3 | $942K | Buy |
3,906
+46
| +1% | +$11.1K | 0.2% | 45 |
|
|
2021
Q2 | $892K | Buy |
3,860
+45
| +1% | +$10.4K | 0.19% | 45 |
|
|
2021
Q1 | $855K | Buy |
3,815
+88
| +2% | +$19.7K | 0.18% | 52 |
|
|
2020
Q4 | $800K | Buy |
3,727
+74
| +2% | +$15.9K | 0.18% | 52 |
|
|
2020
Q3 | $802K | Buy |
3,653
+106
| +3% | +$23.3K | 0.22% | 46 |
|
|
2020
Q2 | $654K | Sell |
3,547
-13
| -0.4% | -$2.4K | 0.2% | 50 |
|
|
2020
Q1 | $589K | Buy |
3,560
+1,058
| +42% | +$175K | 0.23% | 45 |
|
|
2019
Q4 | $495K | Buy |
2,502
+595
| +31% | +$118K | 0.19% | 69 |
|
|
2019
Q3 | $409K | Sell |
1,907
-85
| -4% | -$18.2K | 0.16% | 69 |
|
|
2019
Q2 | $414K | Buy |
1,992
+625
| +46% | +$130K | 0.17% | 70 |
|
|
2019
Q1 | $260K | Buy |
1,367
+185
| +16% | +$35.2K | 0.11% | 95 |
|
|
2018
Q4 | $210K | Buy |
1,182
+21
| +2% | +$3.73K | 0.11% | 95 |
|
|
2018
Q3 | $194K | Sell |
1,161
-12
| -1% | -$2.01K | 0.09% | 108 |
|
|
2018
Q2 | $184K | Sell |
1,173
-191
| -14% | -$30K | 0.09% | 95 |
|
|
2018
Q1 | $213K | Buy |
1,364
+206
| +18% | +$32.2K | 0.13% | 74 |
|
|
2017
Q4 | $199K | Buy |
1,158
+5
| +0.4% | +$859 | 0.12% | 76 |
|
|
2017
Q3 | $181K | Sell |
1,153
-77
| -6% | -$12.1K | 0.12% | 80 |
|
|
2017
Q2 | $188K | Sell |
1,230
-6
| -0.5% | -$917 | 0.12% | 81 |
|
|
2017
Q1 | $160K | Buy |
1,236
+483
| +64% | +$62.5K | 0.11% | 89 |
|
|
2016
Q4 | $92K | Sell |
753
-177
| -19% | -$21.6K | 0.07% | 139 |
|
|
2016
Q3 | $107K | Hold |
930
| – | – | 0.09% | 94 |
|
|
2016
Q2 | $112K | Buy |
930
+200
| +27% | +$24.1K | 0.1% | 89 |
|
|
2016
Q1 | $92K | Hold |
730
| – | – | 0.08% | 110 |
|
|
2015
Q4 | $86K | Hold |
730
| – | – | 0.08% | 117 |
|
|
2015
Q3 | $72K | Hold |
730
| – | – | 0.06% | 120 |
|
|
2015
Q2 | $69K | Hold |
730
| – | – | 0.06% | 128 |
|
|
2015
Q1 | $71K | Sell |
730
-1,036
| -59% | -$101K | 0.06% | 125 |
|
|
2014
Q4 | $165K | Buy |
+1,766
| New | +$165K | 0.12% | 87 |
|