JWM
Jessup Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
1,066
+5
| +0.5% | +$1.46K | 0.12% | 60 |
|
|
2025
Q1 | $332K | Sell |
1,061
-145
| -12% | -$45.3K | 0.14% | 58 |
|
|
2024
Q4 | $350K | Buy |
1,206
+2
| +0.2% | +$580 | 0.15% | 52 |
|
|
2024
Q3 | $367K | Sell |
1,204
-49
| -4% | -$14.9K | 0.17% | 44 |
|
|
2024
Q2 | $319K | Sell |
1,253
-62
| -5% | -$15.8K | 0.14% | 48 |
|
|
2024
Q1 | $371K | Buy |
1,315
+5
| +0.4% | +$1.41K | 0.16% | 46 |
|
|
2023
Q4 | $389K | Sell |
1,310
-608
| -32% | -$180K | 0.19% | 40 |
|
|
2023
Q3 | $505K | Buy |
1,918
+10
| +0.5% | +$2.64K | 0.29% | 38 |
|
|
2023
Q2 | $569K | Sell |
1,908
-52
| -3% | -$15.5K | 0.3% | 40 |
|
|
2023
Q1 | $548K | Buy |
1,960
+99
| +5% | +$27.7K | 0.32% | 42 |
|
|
2022
Q4 | $490K | Buy |
+1,861
| New | +$490K | 0.31% | 45 |
|