JWA
JFS Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
7,267
-5
| -0.1% | -$1.46K | 0.14% | 98 |
|
|
2025
Q1 | $2.27M | Sell |
7,272
-48
| -0.7% | -$15K | 0.15% | 83 |
|
|
2024
Q4 | $2.12M | Sell |
7,320
-44
| -0.6% | -$12.8K | 0.15% | 88 |
|
|
2024
Q3 | $2.24M | Buy |
7,364
+2,867
| +64% | +$873K | 0.15% | 88 |
|
|
2024
Q2 | $1.15M | Sell |
4,497
-52
| -1% | -$13.3K | 0.09% | 103 |
|
|
2024
Q1 | $1.28M | Sell |
4,549
-80
| -2% | -$22.6K | 0.1% | 98 |
|
|
2023
Q4 | $1.37M | Buy |
4,629
+82
| +2% | +$24.3K | 0.12% | 95 |
|
|
2023
Q3 | $1.2M | Sell |
4,547
-14
| -0.3% | -$3.69K | 0.11% | 101 |
|
|
2023
Q2 | $1.36M | Sell |
4,561
-26
| -0.6% | -$7.76K | 0.12% | 101 |
|
|
2023
Q1 | $1.28M | Sell |
4,587
-6
| -0.1% | -$1.68K | 0.12% | 99 |
|
|
2022
Q4 | $1.21M | Sell |
4,593
-555
| -11% | -$146K | 0.12% | 100 |
|
|
2022
Q3 | $1.19M | Sell |
5,148
-265
| -5% | -$61.2K | 0.13% | 98 |
|
|
2022
Q2 | $1.34M | Buy |
5,413
+284
| +6% | +$70.1K | 0.14% | 89 |
|
|
2022
Q1 | $1.27M | Sell |
5,129
-1,859
| -27% | -$460K | 0.12% | 101 |
|
|
2021
Q4 | $1.87M | Buy |
6,988
+291
| +4% | +$78K | 0.18% | 89 |
|
|
2021
Q3 | $1.62M | Sell |
6,697
-2,973
| -31% | -$717K | 0.17% | 90 |
|
|
2021
Q2 | $2.23M | Sell |
9,670
-144
| -1% | -$33.3K | 0.33% | 50 |
|
|
2021
Q1 | $2.2M | Sell |
9,814
-82
| -0.8% | -$18.4K | 0.45% | 49 |
|
|
2020
Q4 | $2.12M | Buy |
9,896
+445
| +5% | +$95.5K | 0.45% | 50 |
|
|
2020
Q3 | $2.07M | Buy |
9,451
+62
| +0.7% | +$13.6K | 0.49% | 47 |
|
|
2020
Q2 | $1.73M | Sell |
9,389
-1,981
| -17% | -$365K | 0.45% | 49 |
|
|
2020
Q1 | $1.88M | Sell |
11,370
-7
| -0.1% | -$1.16K | 0.56% | 43 |
|
|
2019
Q4 | $2.25M | Buy |
11,377
+1
| +0% | +$198 | 0.55% | 42 |
|
|
2019
Q3 | $2.44M | Sell |
11,376
-706
| -6% | -$152K | 0.62% | 40 |
|
|
2019
Q2 | $2.51M | Hold |
12,082
| – | – | 0.64% | 40 |
|
|
2019
Q1 | $2.29M | Hold |
12,082
| – | – | 0.6% | 39 |
|
|
2018
Q4 | $2.15M | Buy |
12,082
+125
| +1% | +$22.2K | 0.57% | 43 |
|
|
2018
Q3 | $2M | Hold |
11,957
| – | – | 0.52% | 41 |
|
|
2018
Q2 | $1.87M | Buy |
11,957
+392
| +3% | +$61.4K | 0.49% | 41 |
|
|
2018
Q1 | $1.81M | Sell |
11,565
-100
| -0.9% | -$15.6K | 0.48% | 43 |
|
|
2017
Q4 | $2.01M | Buy |
11,665
+289
| +3% | +$49.7K | 0.49% | 44 |
|
|
2017
Q3 | $1.78M | Buy |
11,376
+177
| +2% | +$27.7K | 0.46% | 47 |
|
|
2017
Q2 | $1.72M | Sell |
11,199
-210
| -2% | -$32.2K | 0.47% | 50 |
|
|
2017
Q1 | $1.39M | Hold |
11,409
| – | – | 0.38% | 61 |
|
|
2016
Q4 | $1.39M | Hold |
11,409
| – | – | 0.38% | 61 |
|
|
2016
Q3 | $1.32M | Hold |
11,409
| – | – | 0.38% | 59 |
|
|
2016
Q2 | $1.37M | Sell |
11,409
-467
| -4% | -$56.2K | 0.38% | 60 |
|
|
2016
Q1 | $1.49M | Sell |
11,876
-199
| -2% | -$25K | 0.44% | 54 |
|
|
2015
Q4 | $1.43M | Buy |
12,075
+419
| +4% | +$49.5K | 0.41% | 57 |
|
|
2015
Q3 | $1.15M | Sell |
11,656
-522
| -4% | -$51.4K | 0.51% | 49 |
|
|
2015
Q2 | $1.16M | Sell |
12,178
-2
| -0% | -$190 | 0.59% | 40 |
|
|
2015
Q1 | $1.19M | Sell |
12,180
-32
| -0.3% | -$3.12K | 0.56% | 40 |
|
|
2014
Q4 | $1.14M | Sell |
12,212
-100
| -0.8% | -$9.37K | 0.18% | 29 |
|
|
2014
Q3 | $1.17M | Sell |
12,312
-2,160
| -15% | -$205K | 0.2% | 28 |
|
|
2014
Q2 | $1.46M | Buy |
14,472
+93
| +0.6% | +$9.37K | 0.27% | 28 |
|
|
2014
Q1 | $1.41M | Sell |
14,379
-196
| -1% | -$19.2K | 0.78% | 31 |
|
|
2013
Q4 | $1.41M | Sell |
14,575
-207
| -1% | -$20.1K | 0.62% | 37 |
|
|
2013
Q3 | $1.42M | Buy |
14,782
+1,129
| +8% | +$109K | 0.66% | 36 |
|
|
2013
Q2 | $1.35M | Buy |
+13,653
| New | +$1.35M | 0.68% | 33 |
|