JWM
Jackson Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,141
| Closed | -$4.62M | – | 163 |
|
|
2024
Q2 | $4.62M | Sell |
18,141
-11,365
| -39% | -$2.9M | 0.99% | 22 |
|
|
2024
Q1 | $8.32M | Buy |
29,506
+758
| +3% | +$214K | 1.04% | 19 |
|
|
2023
Q4 | $8.52M | Buy |
28,748
+96
| +0.3% | +$28.5K | 1.12% | 19 |
|
|
2023
Q3 | $7.55M | Buy |
28,652
+441
| +2% | +$116K | 1.08% | 17 |
|
|
2023
Q2 | $8.42M | Buy |
+28,211
| New | +$8.42M | 1.24% | 19 |
|
|
2023
Q1 | – | Sell |
-28,657
| Closed | -$7.55M | – | 158 |
|
|
2022
Q4 | $7.55M | Sell |
28,657
-2,671
| -9% | -$704K | 2.78% | 5 |
|
|
2022
Q3 | $7.23M | Buy |
31,328
+17,586
| +128% | +$4.06M | 1.42% | 21 |
|
|
2022
Q2 | $3.39M | Sell |
13,742
-20,778
| -60% | -$5.13M | 1.57% | 16 |
|
|
2022
Q1 | $8.54M | Sell |
34,520
-823
| -2% | -$204K | 1.19% | 28 |
|
|
2021
Q4 | $9.47M | Buy |
35,343
+213
| +0.6% | +$57.1K | 1.2% | 24 |
|
|
2021
Q3 | $111K | Buy |
35,130
+473
| +1% | +$1.5K | 1.35% | 18 |
|
|
2021
Q2 | $8.01M | Buy |
34,657
+996
| +3% | +$230K | 1.01% | 29 |
|
|
2021
Q1 | $7.55M | Buy |
33,661
+855
| +3% | +$192K | 1.13% | 24 |
|
|
2020
Q4 | $7.04M | Buy |
32,806
+1,066
| +3% | +$229K | 0.96% | 26 |
|
|
2020
Q3 | $6.97M | Buy |
31,740
+1,762
| +6% | +$387K | 1.04% | 22 |
|
|
2020
Q2 | $5.53M | Buy |
29,978
+1,926
| +7% | +$355K | 0.98% | 27 |
|
|
2020
Q1 | $5.07M | Buy |
28,052
+3,155
| +13% | +$570K | 1.06% | 22 |
|
|
2019
Q4 | $5.26M | Sell |
24,897
-3,691
| -13% | -$780K | 0.87% | 30 |
|
|
2019
Q3 | $6.05M | Buy |
28,588
+4,413
| +18% | +$934K | 1.27% | 20 |
|
|
2019
Q2 | $5.11M | Buy |
24,175
+296
| +1% | +$62.5K | 1.11% | 24 |
|
|
2019
Q1 | $4.54M | Buy |
23,879
+385
| +2% | +$73.1K | 1.11% | 28 |
|
|
2018
Q4 | $4.11M | Sell |
23,494
-232
| -1% | -$40.6K | 1.23% | 21 |
|
|
2018
Q3 | $3.97M | Buy |
23,726
+9,435
| +66% | +$1.58M | 0.83% | 30 |
|
|
2018
Q2 | $2.27M | Sell |
14,291
-71
| -0.5% | -$11.3K | 0.53% | 49 |
|
|
2018
Q1 | $2.32M | Sell |
14,362
-1,602
| -10% | -$259K | 0.65% | 40 |
|
|
2017
Q4 | $2.77M | Sell |
15,964
-50
| -0.3% | -$8.68K | 0.7% | 39 |
|
|
2017
Q3 | $2.57M | Buy |
16,014
+495
| +3% | +$79.5K | 0.7% | 32 |
|
|
2017
Q2 | $2.39M | Buy |
15,519
+770
| +5% | +$119K | 0.76% | 29 |
|
|
2017
Q1 | $1.92M | Buy |
14,749
+499
| +4% | +$64.9K | 0.69% | 33 |
|
|
2016
Q4 | $1.75M | Sell |
14,250
-181
| -1% | -$22.2K | 0.68% | 34 |
|
|
2016
Q3 | $1.61M | Buy |
14,431
+491
| +4% | +$54.6K | 0.61% | 37 |
|
|
2016
Q2 | $1.68M | Sell |
13,940
-81
| -0.6% | -$9.75K | 0.62% | 39 |
|
|
2016
Q1 | $1.79M | Sell |
14,021
-624
| -4% | -$79.5K | 0.69% | 34 |
|
|
2015
Q4 | $1.72M | Sell |
14,645
-666
| -4% | -$78.2K | 0.68% | 37 |
|
|
2015
Q3 | $1.51M | Sell |
15,311
-1,007
| -6% | -$99.2K | 0.54% | 56 |
|
|
2015
Q2 | $1.56M | Sell |
16,318
-3,009
| -16% | -$287K | 0.53% | 58 |
|
|
2015
Q1 | $1.88M | Sell |
19,327
-18,185
| -48% | -$1.77M | 0.61% | 47 |
|
|
2014
Q4 | $3.52M | Buy |
+37,512
| New | +$3.52M | 1.15% | 25 |
|