JWM
Janiczek Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $177K | Sell |
693
-153
| -18% | -$39K | 0.04% | 202 |
|
|
2024
Q1 | $239K | Buy |
846
+14
| +2% | +$3.95K | 0.05% | 163 |
|
|
2023
Q4 | $247K | Buy |
832
+230
| +38% | +$68.2K | 0.06% | 131 |
|
|
2023
Q3 | $159K | Buy |
602
+11
| +2% | +$2.9K | 0.04% | 174 |
|
|
2023
Q2 | $176K | Buy |
591
+18
| +3% | +$5.37K | 0.05% | 140 |
|
|
2023
Q1 | $166K | Sell |
573
-17
| -3% | -$4.91K | 0.05% | 139 |
|
|
2022
Q4 | $157K | Buy |
590
+59
| +11% | +$15.7K | 0.04% | 152 |
|
|
2022
Q3 | $125K | Buy |
531
+43
| +9% | +$10.1K | 0.04% | 161 |
|
|
2022
Q2 | $129K | Buy |
488
+25
| +5% | +$6.61K | 0.04% | 166 |
|
|
2022
Q1 | $114K | Sell |
463
-10
| -2% | -$2.46K | 0.03% | 188 |
|
|
2021
Q4 | $127K | Buy |
473
+50
| +12% | +$13.4K | 0.04% | 159 |
|
|
2021
Q3 | $102K | Buy |
423
+207
| +96% | +$49.9K | 0.04% | 170 |
|
|
2021
Q2 | $50K | Hold |
216
| – | – | 0.02% | 249 |
|
|
2021
Q1 | $48K | Sell |
216
-19
| -8% | -$4.22K | 0.02% | 235 |
|
|
2020
Q4 | $50K | Sell |
235
-22
| -9% | -$4.68K | 0.02% | 202 |
|
|
2020
Q3 | $56K | Sell |
257
-15
| -6% | -$3.27K | 0.03% | 92 |
|
|
2020
Q2 | $50K | Buy |
272
+148
| +119% | +$27.2K | 0.03% | 80 |
|
|
2020
Q1 | $21K | Hold |
124
| – | – | 0.01% | 87 |
|
|
2019
Q4 | $25K | Buy |
124
+24
| +24% | +$4.84K | 0.01% | 89 |
|
|
2019
Q3 | $21K | Buy |
+100
| New | +$21K | 0.01% | 93 |
|