HWA
HCR Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,277
-110
| -2% | -$32.1K | 0.18% | 78 |
|
|
2025
Q1 | $1.68M | Hold |
5,387
| – | – | 0.22% | 72 |
|
|
2024
Q4 | $1.56M | Buy |
5,387
+21
| +0.4% | +$6.09K | 0.2% | 77 |
|
|
2024
Q3 | $1.63M | Buy |
5,366
+18
| +0.3% | +$5.48K | 0.21% | 74 |
|
|
2024
Q2 | $1.36M | Sell |
5,348
-348
| -6% | -$88.7K | 0.19% | 77 |
|
|
2024
Q1 | $1.61M | Sell |
5,696
-138
| -2% | -$38.9K | 0.24% | 69 |
|
|
2023
Q4 | $1.73M | Buy |
5,834
+1,063
| +22% | +$315K | 0.27% | 62 |
|
|
2023
Q3 | $1.26M | Sell |
4,771
-333
| -7% | -$87.7K | 0.28% | 68 |
|
|
2023
Q2 | $1.52M | Sell |
5,104
-271
| -5% | -$80.9K | 0.28% | 68 |
|
|
2023
Q1 | $1.5M | Buy |
5,375
+7
| +0.1% | +$1.96K | 0.3% | 68 |
|
|
2022
Q4 | $1.41M | Buy |
5,368
+35
| +0.7% | +$9.22K | 0.3% | 71 |
|
|
2022
Q3 | $1.23M | Sell |
5,333
-154
| -3% | -$35.5K | 0.26% | 74 |
|
|
2022
Q2 | $1.36M | Sell |
5,487
-203
| -4% | -$50.1K | 0.27% | 71 |
|
|
2022
Q1 | $1.41M | Sell |
5,690
-26
| -0.5% | -$6.43K | 0.23% | 74 |
|
|
2021
Q4 | $1.53M | Sell |
5,716
-317
| -5% | -$85K | 0.24% | 80 |
|
|
2021
Q3 | $1.46M | Buy |
6,033
+136
| +2% | +$32.8K | 0.24% | 86 |
|
|
2021
Q2 | $1.36M | Buy |
5,897
+216
| +4% | +$49.9K | 0.24% | 86 |
|
|
2021
Q1 | $1.27M | Sell |
5,681
-2,602
| -31% | -$583K | 0.25% | 81 |
|
|
2020
Q4 | $1.78M | Buy |
8,283
+82
| +1% | +$17.6K | 0.37% | 54 |
|
|
2020
Q3 | $1.8M | Buy |
8,201
+148
| +2% | +$32.5K | 0.41% | 50 |
|
|
2020
Q2 | $1.49M | Buy |
8,053
+123
| +2% | +$22.7K | 0.35% | 47 |
|
|
2020
Q1 | $1.31M | Buy |
7,930
+305
| +4% | +$50.4K | 0.38% | 47 |
|
|
2019
Q4 | $1.51M | Buy |
7,625
+2,193
| +40% | +$433K | 0.37% | 51 |
|
|
2019
Q3 | $1.16M | Sell |
5,432
-1,019
| -16% | -$218K | 0.39% | 57 |
|
|
2019
Q2 | $1.34M | Buy |
6,451
+40
| +0.6% | +$8.31K | 0.38% | 51 |
|
|
2019
Q1 | $1.22M | Buy |
6,411
+937
| +17% | +$178K | 0.35% | 57 |
|
|
2018
Q4 | $972K | Buy |
5,474
+1
| +0% | +$178 | 0.31% | 70 |
|
|
2018
Q3 | $970K | Sell |
5,473
-1,312
| -19% | -$233K | 0.32% | 73 |
|
|
2018
Q2 | $1.06M | Sell |
6,785
-347
| -5% | -$54.4K | 0.35% | 72 |
|
|
2018
Q1 | $1.12M | Buy |
7,132
+5
| +0.1% | +$782 | 0.39% | 63 |
|
|
2017
Q4 | $1.23M | Hold |
7,127
| – | – | 0.43% | 54 |
|
|
2017
Q3 | $1.12M | Sell |
7,127
-99
| -1% | -$15.5K | 0.47% | 54 |
|
|
2017
Q2 | $1.11M | Sell |
7,226
-74
| -1% | -$11.3K | 0.55% | 46 |
|
|
2017
Q1 | $946K | Sell |
7,300
-128
| -2% | -$16.6K | 0.48% | 50 |
|
|
2016
Q4 | $904K | Buy |
+7,428
| New | +$904K | 0.48% | 48 |
|