JPWM
Jamison Private Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.96M | Buy |
34,082
+72
| +0.2% | +$21K | 1.43% | 22 |
|
|
2025
Q1 | $10.6M | Buy |
34,010
+45
| +0.1% | +$14.1K | 1.62% | 18 |
|
|
2024
Q4 | $9.85M | Buy |
33,965
+192
| +0.6% | +$55.7K | 1.45% | 19 |
|
|
2024
Q3 | $10.3M | Buy |
33,773
+823
| +2% | +$251K | 1.57% | 17 |
|
|
2024
Q2 | $8.4M | Sell |
32,950
-138
| -0.4% | -$35.2K | 1.4% | 22 |
|
|
2024
Q1 | $9.33M | Buy |
33,088
+191
| +0.6% | +$53.9K | 1.58% | 17 |
|
|
2023
Q4 | $9.75M | Sell |
32,897
-237
| -0.7% | -$70.3K | 1.83% | 10 |
|
|
2023
Q3 | $8.73M | Buy |
+33,134
| New | +$8.73M | 1.8% | 10 |
|