HWM
Horizon Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Sell |
2,580
-27
| -1% | -$7.89K | 0.13% | 42 |
|
|
2025
Q1 | $814K | Sell |
2,607
-12
| -0.5% | -$3.75K | 0.14% | 36 |
|
|
2024
Q4 | $759K | Buy |
2,619
+7
| +0.3% | +$2.03K | 0.13% | 39 |
|
|
2024
Q3 | $795K | Buy |
2,612
+3
| +0.1% | +$914 | 0.16% | 38 |
|
|
2024
Q2 | $665K | Sell |
2,609
-1,142
| -30% | -$291K | 0.16% | 33 |
|
|
2024
Q1 | $1.06M | Buy |
3,751
+1,343
| +56% | +$379K | 0.28% | 28 |
|
|
2023
Q4 | $714K | Buy |
2,408
+114
| +5% | +$33.8K | 0.2% | 33 |
|
|
2023
Q3 | $604K | Sell |
2,294
-15
| -0.6% | -$3.95K | 0.24% | 31 |
|
|
2023
Q2 | $689K | Buy |
2,309
+63
| +3% | +$18.8K | 0.27% | 29 |
|
|
2023
Q1 | $628K | Buy |
2,246
+6
| +0.3% | +$1.68K | 0.47% | 28 |
|
|
2022
Q4 | $590K | Sell |
2,240
-21
| -0.9% | -$5.53K | 0.48% | 25 |
|
|
2022
Q3 | $522K | Sell |
2,261
-384
| -15% | -$88.7K | 0.38% | 27 |
|
|
2022
Q2 | $653K | Sell |
2,645
-51
| -2% | -$12.6K | 0.27% | 44 |
|
|
2022
Q1 | $667K | Sell |
2,696
-52
| -2% | -$12.9K | 0.21% | 46 |
|
|
2021
Q4 | $737K | Buy |
+2,748
| New | +$737K | 0.21% | 47 |
|