JFGIW
Johnson Financial Group Inc (Wisconsin)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Sell |
17,858
-1,895
| -10% | -$554K | 0.23% | 58 |
|
|
2025
Q1 | $6.17M | Sell |
19,753
-288
| -1% | -$90K | 0.3% | 44 |
|
|
2024
Q4 | $5.79M | Buy |
20,041
+1,072
| +6% | +$309K | 0.27% | 47 |
|
|
2024
Q3 | $5.78M | Buy |
18,969
+1,274
| +7% | +$388K | 0.26% | 56 |
|
|
2024
Q2 | $4.51M | Buy |
17,695
+9,567
| +118% | +$2.44M | 0.22% | 63 |
|
|
2024
Q1 | $2.29M | Sell |
8,128
-845
| -9% | -$238K | 0.12% | 70 |
|
|
2023
Q4 | $2.66M | Buy |
8,973
+741
| +9% | +$220K | 0.15% | 61 |
|
|
2023
Q3 | $2.17M | Buy |
8,232
+4,009
| +95% | +$1.06M | 0.15% | 67 |
|
|
2023
Q2 | $1.26M | Sell |
4,223
-1,482
| -26% | -$442K | 0.09% | 103 |
|
|
2023
Q1 | $1.6M | Buy |
5,705
+3,056
| +115% | +$854K | 0.11% | 80 |
|
|
2022
Q4 | $698K | Hold |
2,649
| – | – | 0.06% | 137 |
|
|
2022
Q3 | $671K | Sell |
2,649
-2,689
| -50% | -$681K | 0.06% | 134 |
|
|
2022
Q2 | $1.32M | Buy |
5,338
+5
| +0.1% | +$1.24K | 0.09% | 96 |
|
|
2022
Q1 | $1.32M | Buy |
5,333
+658
| +14% | +$163K | 0.09% | 107 |
|
|
2021
Q4 | $1.25M | Hold |
4,675
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $1.13M | Sell |
4,675
-50
| -1% | -$12K | 0.08% | 120 |
|
|
2021
Q2 | $1.09M | Buy |
4,725
+224
| +5% | +$51.7K | 0.07% | 124 |
|
|
2021
Q1 | $1.01M | Sell |
4,501
-2,852
| -39% | -$639K | 0.07% | 124 |
|
|
2020
Q4 | $1.58M | Sell |
7,353
-3
| -0% | -$644 | 0.13% | 78 |
|
|
2020
Q3 | $1.61M | Sell |
7,356
-2,712
| -27% | -$595K | 0.16% | 70 |
|
|
2020
Q2 | $1.86M | Buy |
10,068
+3,021
| +43% | +$557K | 0.2% | 58 |
|
|
2020
Q1 | $1.17M | Sell |
7,047
-633
| -8% | -$105K | 0.14% | 76 |
|
|
2019
Q4 | $1.52M | Sell |
7,680
-993
| -11% | -$196K | 0.14% | 79 |
|
|
2019
Q3 | $1.86M | Sell |
8,673
-259
| -3% | -$55.6K | 0.17% | 93 |
|
|
2019
Q2 | $1.85M | Sell |
8,932
-512
| -5% | -$106K | 0.17% | 87 |
|
|
2019
Q1 | $1.79M | Buy |
9,444
+619
| +7% | +$118K | 0.16% | 88 |
|
|
2018
Q4 | $1.57M | Sell |
8,825
-174
| -2% | -$30.9K | 0.16% | 87 |
|
|
2018
Q3 | $1.51M | Buy |
8,999
+153
| +2% | +$25.6K | 0.15% | 102 |
|
|
2018
Q2 | $1.39M | Sell |
8,846
-625
| -7% | -$97.9K | 0.15% | 102 |
|
|
2018
Q1 | $1.48M | Sell |
9,471
-1,221
| -11% | -$191K | 0.18% | 103 |
|
|
2017
Q4 | $1.84M | Buy |
10,692
+528
| +5% | +$90.9K | 0.23% | 88 |
|
|
2017
Q3 | $1.59M | Sell |
10,164
-696
| -6% | -$109K | 0.21% | 90 |
|
|
2017
Q2 | $1.66M | Sell |
10,860
-846
| -7% | -$130K | 0.24% | 87 |
|
|
2017
Q1 | $1.52M | Buy |
11,706
+285
| +2% | +$37K | 0.19% | 118 |
|
|
2016
Q4 | $1.39M | Sell |
11,421
-1,029
| -8% | -$125K | 0.19% | 117 |
|
|
2016
Q3 | $1.44M | Sell |
12,450
-112
| -0.9% | -$12.9K | 0.19% | 110 |
|
|
2016
Q2 | $1.51M | Sell |
12,562
-4,548
| -27% | -$547K | 0.21% | 107 |
|
|
2016
Q1 | $2.15M | Buy |
17,110
+3,062
| +22% | +$385K | 0.43% | 61 |
|
|
2015
Q4 | $1.66M | Sell |
14,048
-799
| -5% | -$94.4K | 0.34% | 68 |
|
|
2015
Q3 | $1.46M | Buy |
14,847
+252
| +2% | +$24.8K | 0.32% | 72 |
|
|
2015
Q2 | $1.39M | Buy |
14,595
+5,012
| +52% | +$476K | 0.29% | 85 |
|
|
2015
Q1 | $934K | Buy |
9,583
+2,191
| +30% | +$214K | 0.2% | 109 |
|
|
2014
Q4 | $692K | Sell |
7,392
-2,466
| -25% | -$231K | 0.16% | 133 |
|
|
2014
Q3 | $936K | Buy |
9,858
+401
| +4% | +$38.1K | 0.24% | 98 |
|
|
2014
Q2 | $953K | Buy |
9,457
+1,538
| +19% | +$155K | 0.25% | 98 |
|
|
2014
Q1 | $776K | Buy |
7,919
+468
| +6% | +$45.9K | 0.23% | 103 |
|
|
2013
Q4 | $723K | Sell |
7,451
-3,005
| -29% | -$292K | 0.21% | 106 |
|
|
2013
Q3 | $1.01M | Buy |
10,456
+2,866
| +38% | +$276K | 0.31% | 77 |
|
|
2013
Q2 | $751K | Buy |
+7,590
| New | +$751K | 0.21% | 90 |
|