HSWM
Hubbell Strickland Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
5,946
-2,192
| -27% | -$640K | 0.77% | 19 |
|
|
2025
Q1 | $2.54M | Buy |
8,138
+2,070
| +34% | +$647K | 1.2% | 17 |
|
|
2024
Q4 | $1.76M | Hold |
6,068
| – | – | 0.83% | 19 |
|
|
2024
Q3 | $1.85M | Sell |
6,068
-9
| -0.1% | -$2.74K | 0.86% | 18 |
|
|
2024
Q2 | $1.55M | Sell |
6,077
-15
| -0.2% | -$3.82K | 0.78% | 20 |
|
|
2024
Q1 | $1.72M | Sell |
6,092
-79
| -1% | -$22.3K | 0.87% | 18 |
|
|
2023
Q4 | $1.83M | Sell |
6,171
-15
| -0.2% | -$4.45K | 1% | 17 |
|
|
2023
Q3 | $1.63M | Hold |
6,186
| – | – | 0.98% | 17 |
|
|
2023
Q2 | $1.85M | Hold |
6,186
| – | – | 1.07% | 16 |
|
|
2023
Q1 | $1.73M | Sell |
6,186
-767
| -11% | -$214K | 1.05% | 18 |
|
|
2022
Q4 | $1.83M | Sell |
6,953
-125
| -2% | -$32.9K | 1.12% | 16 |
|
|
2022
Q3 | $1.63M | Buy |
7,078
+33
| +0.5% | +$7.61K | 1.14% | 15 |
|
|
2022
Q2 | $1.74M | Buy |
7,045
+6,076
| +627% | +$1.5M | 1.16% | 15 |
|
|
2022
Q1 | $240K | Sell |
969
-177
| -15% | -$43.8K | 0.14% | 57 |
|
|
2021
Q4 | $307K | Buy |
1,146
+2
| +0.2% | +$536 | 0.17% | 52 |
|
|
2021
Q3 | $276K | Buy |
1,144
+2
| +0.2% | +$483 | 0.17% | 56 |
|
|
2021
Q2 | $264K | Buy |
1,142
+2
| +0.2% | +$462 | 0.16% | 58 |
|
|
2021
Q1 | $255K | Sell |
1,140
-172
| -13% | -$38.5K | 0.16% | 56 |
|
|
2020
Q4 | $282K | Buy |
1,312
+3
| +0.2% | +$645 | 0.19% | 54 |
|
|
2020
Q3 | $287K | Buy |
1,309
+2
| +0.2% | +$439 | 0.22% | 52 |
|
|
2020
Q2 | $241K | Buy |
1,307
+2
| +0.2% | +$369 | 0.2% | 54 |
|
|
2020
Q1 | $216K | Buy |
1,305
+3
| +0.2% | +$497 | 0.22% | 54 |
|
|
2019
Q4 | $257K | Sell |
1,302
-97
| -7% | -$19.1K | 0.21% | 53 |
|
|
2019
Q3 | $300K | Buy |
+1,399
| New | +$300K | 0.26% | 49 |
|