IWM
IHT Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
25,032
+958
| +4% | +$280K | 0.2% | 105 |
|
|
2025
Q1 | $7.52M | Sell |
24,074
-765
| -3% | -$239K | 0.23% | 87 |
|
|
2024
Q4 | $7.2M | Sell |
24,839
-5,261
| -17% | -$1.53M | 0.23% | 88 |
|
|
2024
Q3 | $9.15M | Buy |
30,100
+4,884
| +19% | +$1.49M | 0.26% | 75 |
|
|
2024
Q2 | $6.43M | Buy |
25,216
+3,113
| +14% | +$794K | 0.24% | 85 |
|
|
2024
Q1 | $6.23M | Sell |
22,103
-3,036
| -12% | -$856K | 0.25% | 84 |
|
|
2023
Q4 | $7.45M | Buy |
25,139
+378
| +2% | +$112K | 0.33% | 62 |
|
|
2023
Q3 | $6.52M | Buy |
24,761
+652
| +3% | +$172K | 0.33% | 58 |
|
|
2023
Q2 | $7.19M | Buy |
24,109
+423
| +2% | +$126K | 0.37% | 51 |
|
|
2023
Q1 | $6.62M | Buy |
23,686
+2,190
| +10% | +$612K | 0.38% | 54 |
|
|
2022
Q4 | $5.66M | Sell |
21,496
-927
| -4% | -$244K | 0.36% | 65 |
|
|
2022
Q3 | $5.17M | Buy |
22,423
+6,761
| +43% | +$1.56M | 0.39% | 49 |
|
|
2022
Q2 | $3.87M | Buy |
15,662
+1,137
| +8% | +$281K | 0.34% | 56 |
|
|
2022
Q1 | $3.59M | Buy |
14,525
+849
| +6% | +$210K | 0.27% | 78 |
|
|
2021
Q4 | $3.67M | Sell |
13,676
-10
| -0.1% | -$2.68K | 0.27% | 78 |
|
|
2021
Q3 | $3.3M | Sell |
13,686
-8,991
| -40% | -$2.17M | 0.27% | 82 |
|
|
2021
Q2 | $5.24M | Buy |
22,677
+3,409
| +18% | +$787K | 0.33% | 59 |
|
|
2021
Q1 | $4.32M | Buy |
19,268
+4,196
| +28% | +$941K | 0.31% | 68 |
|
|
2020
Q4 | $3.23M | Buy |
15,072
+1,214
| +9% | +$260K | 0.27% | 84 |
|
|
2020
Q3 | $3.04M | Buy |
13,858
+1,029
| +8% | +$226K | 0.31% | 74 |
|
|
2020
Q2 | $2.37M | Sell |
12,829
-10,423
| -45% | -$1.92M | 0.32% | 70 |
|
|
2020
Q1 | $3.85M | Buy |
23,252
+2,124
| +10% | +$351K | 0.55% | 34 |
|
|
2019
Q4 | $4.18M | Buy |
21,128
+6,211
| +42% | +$1.23M | 0.49% | 42 |
|
|
2019
Q3 | $3.15M | Buy |
14,917
+2,731
| +22% | +$576K | 0.43% | 52 |
|
|
2019
Q2 | $2.55M | Buy |
12,186
+1,988
| +19% | +$415K | 0.37% | 61 |
|
|
2019
Q1 | $1.94M | Sell |
10,198
-55
| -0.5% | -$10.4K | 0.32% | 78 |
|
|
2018
Q4 | $1.82M | Buy |
10,253
+2,614
| +34% | +$464K | 0.35% | 73 |
|
|
2018
Q3 | $1.28M | Buy |
7,639
+1,217
| +19% | +$204K | 0.28% | 98 |
|
|
2018
Q2 | $1.01M | Buy |
6,422
+607
| +10% | +$95.1K | 0.26% | 108 |
|
|
2018
Q1 | $917K | Buy |
5,815
+82
| +1% | +$12.9K | 0.25% | 100 |
|
|
2017
Q4 | $997K | Buy |
5,733
+363
| +7% | +$63.1K | 0.26% | 99 |
|
|
2017
Q3 | $860K | Buy |
5,370
+359
| +7% | +$57.5K | 0.37% | 67 |
|
|
2017
Q2 | $55 | Buy |
5,011
+315
| +7% | +$3 | 0.03% | 483 |
|
|
2017
Q1 | $612K | Buy |
4,696
+22
| +0.5% | +$2.87K | 0.41% | 58 |
|
|
2016
Q4 | $559K | Buy |
+4,674
| New | +$559K | 0.42% | 54 |
|