JWM
Jupiter Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
2,000
| – | – | 0.31% | 57 |
|
|
2025
Q1 | $642K | Hold |
2,000
| – | – | 0.39% | 50 |
|
|
2024
Q4 | $580K | Hold |
2,000
| – | – | 0.29% | 59 |
|
|
2024
Q3 | $609K | Hold |
2,000
| – | – | 0.31% | 59 |
|
|
2024
Q2 | $531K | Hold |
2,000
| – | – | 0.28% | 60 |
|
|
2024
Q1 | $537K | Hold |
2,000
| – | – | 0.28% | 61 |
|
|
2023
Q4 | $593K | Hold |
2,000
| – | – | 0.35% | 57 |
|
|
2023
Q3 | $536K | Hold |
2,000
| – | – | 0.35% | 56 |
|
|
2023
Q2 | $597K | Hold |
2,000
| – | – | 0.51% | 44 |
|
|
2023
Q1 | $559K | Hold |
2,000
| – | – | 0.51% | 38 |
|
|
2022
Q4 | $527K | Hold |
2,000
| – | – | 0.51% | 38 |
|
|
2022
Q3 | $461K | Hold |
2,000
| – | – | 0.46% | 42 |
|
|
2022
Q2 | $493K | Hold |
2,000
| – | – | 0.45% | 41 |
|
|
2022
Q1 | $494K | Sell |
2,000
-3,500
| -64% | -$865K | 0.31% | 60 |
|
|
2021
Q4 | $1.47M | Sell |
5,500
-5,500
| -50% | -$1.47M | 0.76% | 33 |
|
|
2021
Q3 | $2.78M | Hold |
11,000
| – | – | 1.31% | 24 |
|
|
2021
Q2 | $2.6M | Hold |
11,000
| – | – | 1.24% | 27 |
|
|
2021
Q1 | $2.59M | Buy |
11,000
+3,000
| +38% | +$706K | 1.31% | 25 |
|
|
2020
Q4 | $1.72M | Hold |
8,000
| – | – | 1.05% | 31 |
|
|
2020
Q3 | $1.76M | Buy |
+8,000
| New | +$1.76M | 1.24% | 24 |
|