IWC
Integrated Wealth Concepts’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Buy |
46,439
+358
| +0.8% | +$105K | 0.14% | 145 |
|
|
2025
Q1 | $14.4M | Sell |
46,081
-356
| -0.8% | -$111K | 0.17% | 128 |
|
|
2024
Q4 | $13.5M | Buy |
46,437
+6,741
| +17% | +$1.95M | 0.16% | 137 |
|
|
2024
Q3 | $12.1M | Sell |
39,696
-241
| -0.6% | -$73.4K | 0.15% | 146 |
|
|
2024
Q2 | $10.2M | Sell |
39,937
-1,133
| -3% | -$289K | 0.14% | 152 |
|
|
2024
Q1 | $11.6M | Buy |
41,070
+1,649
| +4% | +$465K | 0.17% | 142 |
|
|
2023
Q4 | $11.7M | Sell |
39,421
-508
| -1% | -$151K | 0.19% | 126 |
|
|
2023
Q3 | $10.5M | Sell |
39,929
-488
| -1% | -$129K | 0.19% | 134 |
|
|
2023
Q2 | $12.1M | Buy |
40,417
+3,163
| +8% | +$944K | 0.21% | 119 |
|
|
2023
Q1 | $10.4M | Buy |
37,254
+19,051
| +105% | +$5.33M | 0.21% | 112 |
|
|
2022
Q4 | $4.8M | Buy |
18,203
+970
| +6% | +$256K | 0.13% | 162 |
|
|
2022
Q3 | $3.98M | Sell |
17,233
-289
| -2% | -$66.7K | 0.13% | 163 |
|
|
2022
Q2 | $4.33M | Buy |
17,522
+81
| +0.5% | +$20K | 0.13% | 156 |
|
|
2022
Q1 | $4.31M | Sell |
17,441
-2,707
| -13% | -$669K | 0.13% | 150 |
|
|
2021
Q4 | $5.4M | Buy |
20,148
+45
| +0.2% | +$12.1K | 0.16% | 114 |
|
|
2021
Q3 | $4.85M | Buy |
20,103
+3,787
| +23% | +$913K | 0.16% | 117 |
|
|
2021
Q2 | $3.77M | Buy |
16,316
+1,002
| +7% | +$231K | 0.13% | 144 |
|
|
2021
Q1 | $3.43M | Sell |
15,314
-473
| -3% | -$106K | 0.14% | 129 |
|
|
2020
Q4 | $3.39M | Buy |
15,787
+378
| +2% | +$81.1K | 0.16% | 111 |
|
|
2020
Q3 | $3.38M | Buy |
15,409
+1,124
| +8% | +$247K | 0.21% | 92 |
|
|
2020
Q2 | $2.64M | Buy |
14,285
+3,984
| +39% | +$735K | 0.19% | 91 |
|
|
2020
Q1 | $1.7M | Buy |
10,301
+2,113
| +26% | +$349K | 0.16% | 101 |
|
|
2019
Q4 | $1.62M | Buy |
8,188
+3,421
| +72% | +$676K | 0.14% | 106 |
|
|
2019
Q3 | $1.02M | Buy |
4,767
+527
| +12% | +$113K | 0.12% | 125 |
|
|
2019
Q2 | $849K | Buy |
4,240
+1,647
| +64% | +$330K | 0.11% | 130 |
|
|
2019
Q1 | $492K | Buy |
2,593
+404
| +18% | +$76.7K | 0.08% | 164 |
|
|
2018
Q4 | $389K | Buy |
2,189
+770
| +54% | +$137K | 0.11% | 152 |
|
|
2018
Q3 | $236K | Buy |
1,419
+30
| +2% | +$4.99K | 0.07% | 213 |
|
|
2018
Q2 | $218K | Sell |
1,389
-49
| -3% | -$7.69K | 0.07% | 199 |
|
|
2018
Q1 | $227K | Buy |
1,438
+30
| +2% | +$4.74K | 0.09% | 177 |
|
|
2017
Q4 | $245K | Buy |
+1,408
| New | +$245K | 0.1% | 158 |
|