Hohimer Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.71M | Buy |
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2025
Q1 | $2.9M | Hold |
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2024
Q4 | $2.69M | Buy |
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2024
Q3 | $2.82M | Buy |
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2024
Q2 | $2.34M | Sell |
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2024
Q1 | $2.59M | Sell |
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2023
Q4 | $2.73M | Buy |
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2023
Q3 | $2.42M | Hold |
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2023
Q2 | $2.74M | Hold |
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2023
Q1 | $2.57M | Buy |
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2022
Q4 | $408K | Sell |
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2022
Q3 | $2.09M | Hold |
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2022
Q2 | $2.24M | Hold |
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2022
Q1 | $2.24M | Hold |
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2021
Q4 | $2.43M | Sell |
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2021
Q3 | $2.2M | Hold |
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2021
Q2 | $2.11M | Buy |
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2021
Q1 | $811K | Hold |
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2020
Q4 | $776K | Buy |
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2020
Q3 | $651K | Hold |
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2020
Q2 | $531K | Buy |
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2020
Q1 | $358K | Buy |
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2019
Q4 | $374K | Buy |
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