HWM
Hohimer Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
9,276
+8
| +0.1% | +$2.34K | 0.48% | 70 |
|
|
2025
Q1 | $2.9M | Hold |
9,268
| – | – | 0.56% | 64 |
|
|
2024
Q4 | $2.69M | Buy |
9,268
+2
| +0% | +$580 | 0.51% | 70 |
|
|
2024
Q3 | $2.82M | Buy |
9,266
+95
| +1% | +$28.9K | 0.61% | 70 |
|
|
2024
Q2 | $2.34M | Sell |
9,171
-17
| -0.2% | -$4.33K | 0.54% | 76 |
|
|
2024
Q1 | $2.59M | Sell |
9,188
-13
| -0.1% | -$3.67K | 0.61% | 63 |
|
|
2023
Q4 | $2.73M | Buy |
9,201
+17
| +0.2% | +$5.04K | 0.69% | 47 |
|
|
2023
Q3 | $2.42M | Hold |
9,184
| – | – | 0.69% | 51 |
|
|
2023
Q2 | $2.74M | Hold |
9,184
| – | – | 0.76% | 50 |
|
|
2023
Q1 | $2.57M | Buy |
9,184
+7,634
| +493% | +$2.13M | 0.74% | 51 |
|
|
2022
Q4 | $408K | Sell |
1,550
-7,521
| -83% | -$1.98M | 0.13% | 127 |
|
|
2022
Q3 | $2.09M | Hold |
9,071
| – | – | 0.67% | 66 |
|
|
2022
Q2 | $2.24M | Hold |
9,071
| – | – | 0.66% | 69 |
|
|
2022
Q1 | $2.24M | Hold |
9,071
| – | – | 0.44% | 80 |
|
|
2021
Q4 | $2.43M | Sell |
9,071
-68
| -0.7% | -$18.2K | 0.51% | 70 |
|
|
2021
Q3 | $2.2M | Hold |
9,139
| – | – | 0.46% | 83 |
|
|
2021
Q2 | $2.11M | Buy |
9,139
+5,521
| +153% | +$1.28M | 0.43% | 86 |
|
|
2021
Q1 | $811K | Hold |
3,618
| – | – | 0.2% | 123 |
|
|
2020
Q4 | $776K | Buy |
3,618
+739
| +26% | +$159K | 0.21% | 123 |
|
|
2020
Q3 | $651K | Hold |
2,879
| – | – | 0.19% | 128 |
|
|
2020
Q2 | $531K | Buy |
2,879
+955
| +50% | +$176K | 0.18% | 140 |
|
|
2020
Q1 | $358K | Buy |
1,924
+30
| +2% | +$5.58K | 0.15% | 157 |
|
|
2019
Q4 | $374K | Buy |
+1,894
| New | +$374K | 0.13% | 193 |
|