JWM
JGP Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
7,431
-34
| -0.5% | -$9.93K | 0.26% | 60 |
|
|
2025
Q1 | $2.33M | Sell |
7,465
-223
| -3% | -$69.7K | 0.31% | 55 |
|
|
2024
Q4 | $2.23M | Buy |
7,688
+148
| +2% | +$42.9K | 0.29% | 58 |
|
|
2024
Q3 | $2.3M | Buy |
7,540
+32
| +0.4% | +$9.74K | 0.3% | 58 |
|
|
2024
Q2 | $1.91M | Sell |
7,508
-212
| -3% | -$54K | 0.27% | 59 |
|
|
2024
Q1 | $2.18M | Sell |
7,720
-430
| -5% | -$121K | 0.32% | 60 |
|
|
2023
Q4 | $2.42M | Sell |
8,150
-531
| -6% | -$157K | 0.36% | 55 |
|
|
2023
Q3 | $2.29M | Buy |
8,681
+81
| +0.9% | +$21.3K | 0.38% | 55 |
|
|
2023
Q2 | $2.57M | Buy |
8,600
+207
| +2% | +$61.8K | 0.42% | 52 |
|
|
2023
Q1 | $2.35M | Buy |
8,393
+233
| +3% | +$65.1K | 0.41% | 52 |
|
|
2022
Q4 | $2.15M | Buy |
8,160
+11
| +0.1% | +$2.9K | 0.4% | 53 |
|
|
2022
Q3 | $1.9M | Buy |
8,149
+666
| +9% | +$155K | 0.4% | 54 |
|
|
2022
Q2 | $1.88M | Buy |
7,483
+245
| +3% | +$61.6K | 0.38% | 55 |
|
|
2022
Q1 | $1.82M | Buy |
7,238
+358
| +5% | +$90K | 0.34% | 58 |
|
|
2021
Q4 | $1.84M | Buy |
6,880
+162
| +2% | +$43.3K | 0.34% | 55 |
|
|
2021
Q3 | $1.62M | Buy |
6,718
+28
| +0.4% | +$6.75K | 0.35% | 55 |
|
|
2021
Q2 | $1.55M | Buy |
6,690
+486
| +8% | +$112K | 0.33% | 56 |
|
|
2021
Q1 | $1.39M | Sell |
6,204
-22
| -0.4% | -$4.93K | 0.31% | 60 |
|
|
2020
Q4 | $1.31M | Buy |
6,226
+76
| +1% | +$16K | 0.3% | 58 |
|
|
2020
Q3 | $1.39M | Sell |
6,150
-22
| -0.4% | -$4.98K | 0.37% | 56 |
|
|
2020
Q2 | $1.15M | Sell |
6,172
-151
| -2% | -$28.1K | 0.34% | 57 |
|
|
2020
Q1 | $1.12M | Sell |
6,323
-218
| -3% | -$38.7K | 0.4% | 58 |
|
|
2019
Q4 | $1.32M | Sell |
6,541
-25
| -0.4% | -$5.06K | 0.39% | 62 |
|
|
2019
Q3 | $1.35M | Sell |
6,566
-124
| -2% | -$25.6K | 0.47% | 57 |
|
|
2019
Q2 | $1.39M | Sell |
6,690
-89
| -1% | -$18.5K | 0.49% | 56 |
|
|
2019
Q1 | $1.29M | Sell |
6,779
-630
| -9% | -$120K | 0.49% | 60 |
|
|
2018
Q4 | $1.32M | Sell |
7,409
-141
| -2% | -$25K | 0.54% | 61 |
|
|
2018
Q3 | $1.27M | Sell |
7,550
-13
| -0.2% | -$2.19K | 0.51% | 63 |
|
|
2018
Q2 | $1.19M | Buy |
+7,563
| New | +$1.19M | 0.49% | 67 |
|