HWMG
Hurlow Wealth Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
2,738
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $855K | Sell |
2,738
-100
| -4% | -$31.2K | 0.27% | 41 |
|
|
2024
Q4 | $823K | Buy |
2,838
+100
| +4% | +$29K | 0.26% | 42 |
|
|
2024
Q3 | $834K | Sell |
2,738
-50
| -2% | -$15.2K | 0.26% | 42 |
|
|
2024
Q2 | $710K | Buy |
2,788
+114
| +4% | +$29.1K | 0.24% | 43 |
|
|
2024
Q1 | $754K | Hold |
2,674
| – | – | 0.27% | 42 |
|
|
2023
Q4 | $793K | Sell |
2,674
-90
| -3% | -$26.7K | 0.3% | 41 |
|
|
2023
Q3 | $728K | Buy |
2,764
+200
| +8% | +$52.7K | 0.32% | 40 |
|
|
2023
Q2 | $765K | Sell |
2,564
-1
| -0% | -$298 | 0.33% | 38 |
|
|
2023
Q1 | $717K | Buy |
2,565
+2
| +0.1% | +$559 | 0.33% | 40 |
|
|
2022
Q4 | $675K | Buy |
2,563
+147
| +6% | +$38.7K | 0.35% | 40 |
|
|
2022
Q3 | $557K | Sell |
2,416
-45
| -2% | -$10.4K | 0.32% | 46 |
|
|
2022
Q2 | $608K | Sell |
2,461
-33
| -1% | -$8.15K | 0.35% | 40 |
|
|
2022
Q1 | $617K | Sell |
2,494
-377
| -13% | -$93.3K | 0.38% | 41 |
|
|
2021
Q4 | $597K | Buy |
2,871
+377
| +15% | +$78.4K | 0.47% | 35 |
|
|
2021
Q3 | $601K | Hold |
2,494
| – | – | 0.36% | 39 |
|
|
2021
Q2 | $576K | Sell |
2,494
-690
| -22% | -$159K | 0.38% | 43 |
|
|
2021
Q1 | $714K | Buy |
3,184
+8
| +0.3% | +$1.79K | 0.51% | 34 |
|
|
2020
Q4 | $682K | Buy |
3,176
+305
| +11% | +$65.5K | 0.54% | 33 |
|
|
2020
Q3 | $630K | Sell |
2,871
-200
| -7% | -$43.9K | 0.58% | 31 |
|
|
2020
Q2 | $568K | Sell |
3,071
-83
| -3% | -$15.4K | 0.55% | 33 |
|
|
2020
Q1 | $561K | Buy |
3,154
+200
| +7% | +$35.6K | 0.6% | 32 |
|
|
2019
Q4 | $618K | Sell |
2,954
-64
| -2% | -$13.4K | 0.61% | 33 |
|
|
2019
Q3 | $629K | Sell |
3,018
-9
| -0.3% | -$1.88K | 0.67% | 32 |
|
|
2019
Q2 | $650K | Hold |
3,027
| – | – | 0.68% | 34 |
|
|
2019
Q1 | $598K | Sell |
3,027
-22
| -0.7% | -$4.35K | 0.64% | 34 |
|
|
2018
Q4 | $560K | Buy |
+3,049
| New | +$560K | 0.68% | 33 |
|