HWM
Howard Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
1,194
-16
| -1% | -$4.67K | 0.18% | 86 |
|
|
2025
Q1 | $378K | Buy |
1,210
+1
| +0.1% | +$312 | 0.21% | 84 |
|
|
2024
Q4 | $350K | Buy |
1,209
+4
| +0.3% | +$1.16K | 0.19% | 85 |
|
|
2024
Q3 | $367K | Buy |
1,205
+1
| +0.1% | +$305 | 0.21% | 85 |
|
|
2024
Q2 | $307K | Sell |
1,204
-39
| -3% | -$9.94K | 0.24% | 75 |
|
|
2024
Q1 | $350K | Sell |
1,243
-10
| -0.8% | -$2.82K | 0.29% | 68 |
|
|
2023
Q4 | $372K | Buy |
+1,253
| New | +$372K | 0.31% | 63 |
|
|
2023
Q3 | – | Sell |
-758
| Closed | -$226K | – | 98 |
|
|
2023
Q2 | $226K | Hold |
758
| – | – | 0.2% | 92 |
|
|
2023
Q1 | $212K | Buy |
+758
| New | +$212K | 0.18% | 102 |
|
|
2021
Q3 | – | Sell |
-946
| Closed | -$218K | – | 128 |
|
|
2021
Q2 | $218K | Buy |
946
+1
| +0.1% | +$230 | 0.12% | 121 |
|
|
2021
Q1 | $212K | Buy |
945
+1
| +0.1% | +$224 | 0.12% | 121 |
|
|
2020
Q4 | $202K | Sell |
944
-688
| -42% | -$147K | 0.13% | 120 |
|
|
2020
Q3 | $358K | Sell |
1,632
-195
| -11% | -$42.8K | 0.26% | 86 |
|
|
2020
Q2 | $337K | Sell |
1,827
-24
| -1% | -$4.43K | 0.28% | 81 |
|
|
2020
Q1 | $306K | Buy |
1,851
+200
| +12% | +$33.1K | 0.32% | 78 |
|
|
2019
Q4 | $326K | Buy |
+1,651
| New | +$326K | 0.27% | 80 |
|