GWM
GSB Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
5,531
-2,699
| -33% | -$789K | 0.4% | 78 |
|
|
2025
Q1 | $2.57M | Buy |
8,230
+126
| +2% | +$39.4K | 0.68% | 55 |
|
|
2024
Q4 | $2.35M | Buy |
8,104
+33
| +0.4% | +$9.57K | 0.61% | 56 |
|
|
2024
Q3 | $2.46M | Sell |
8,071
-277
| -3% | -$84.4K | 0.63% | 52 |
|
|
2024
Q2 | $2.13M | Sell |
8,348
-79
| -0.9% | -$20.1K | 0.58% | 57 |
|
|
2024
Q1 | $2.38M | Sell |
8,427
-169
| -2% | -$47.6K | 0.67% | 49 |
|
|
2023
Q4 | $2.55M | Buy |
8,596
+283
| +3% | +$83.9K | 0.78% | 38 |
|
|
2023
Q3 | $2.19M | Buy |
8,313
+44
| +0.5% | +$11.6K | 0.73% | 42 |
|
|
2023
Q2 | $2.47M | Buy |
8,269
+128
| +2% | +$38.2K | 0.8% | 38 |
|
|
2023
Q1 | $2.28M | Sell |
8,141
-3,549
| -30% | -$992K | 0.74% | 39 |
|
|
2022
Q4 | $3.08M | Sell |
11,690
-2,280
| -16% | -$601K | 1.1% | 24 |
|
|
2022
Q3 | $3.22M | Sell |
13,970
-653
| -4% | -$151K | 1.17% | 22 |
|
|
2022
Q2 | $3.61M | Sell |
14,623
-616
| -4% | -$152K | 1.23% | 18 |
|
|
2022
Q1 | $3.77M | Buy |
15,239
+324
| +2% | +$80.1K | 1.1% | 18 |
|
|
2021
Q4 | $4M | Buy |
14,915
+6,534
| +78% | +$1.75M | 1.15% | 16 |
|
|
2021
Q3 | $2.02M | Sell |
8,381
-1,457
| -15% | -$351K | 1.04% | 25 |
|
|
2021
Q2 | $2.27M | Buy |
9,838
+1,387
| +16% | +$320K | 0.71% | 42 |
|
|
2021
Q1 | $1.89M | Buy |
8,451
+6,815
| +417% | +$1.53M | 0.63% | 50 |
|
|
2020
Q4 | $351K | Hold |
1,636
| – | – | 1.57% | 22 |
|
|
2020
Q3 | $359K | Hold |
1,636
| – | – | 1.64% | 21 |
|
|
2020
Q2 | $302K | Hold |
1,636
| – | – | 1.69% | 20 |
|
|
2020
Q1 | $271K | Hold |
1,636
| – | – | 1.98% | 18 |
|
|
2019
Q4 | $323K | Hold |
1,636
| – | – | 1.33% | 24 |
|
|
2019
Q3 | $351K | Hold |
1,636
| – | – | 1.71% | 22 |
|
|
2019
Q2 | $340K | Hold |
1,636
| – | – | 1.78% | 19 |
|
|
2019
Q1 | $311K | Hold |
1,636
| – | – | 1.33% | 29 |
|
|
2018
Q4 | $291K | Hold |
1,636
| – | – | 1.54% | 28 |
|
|
2018
Q3 | $274K | Hold |
1,636
| – | – | 1.13% | 37 |
|
|
2018
Q2 | $256K | Hold |
1,636
| – | – | 1.21% | 37 |
|
|
2018
Q1 | $256K | Hold |
1,636
| – | – | 1.23% | 38 |
|
|
2017
Q4 | $282K | Hold |
1,636
| – | – | 1.27% | 35 |
|
|
2017
Q3 | $256K | Hold |
1,636
| – | – | 1.21% | 41 |
|
|
2017
Q2 | $251K | Hold |
1,636
| – | – | 1.14% | 45 |
|
|
2017
Q1 | $212K | Buy |
+1,636
| New | +$212K | 0.9% | 50 |
|