KOMWMG
Kerntke Otto McGlone Wealth Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-645
| Closed | -$202K | – | 87 |
|
|
2025
Q1 | $202K | Buy |
+645
| New | +$202K | 0.18% | 79 |
|
|
2024
Q2 | – | Sell |
-763
| Closed | -$215K | – | 73 |
|
|
2024
Q1 | $215K | Sell |
763
-202
| -21% | -$57K | 0.21% | 67 |
|
|
2023
Q4 | $286K | Buy |
965
+42
| +5% | +$12.5K | 0.29% | 53 |
|
|
2023
Q3 | $243K | Sell |
923
-38
| -4% | -$10K | 0.25% | 55 |
|
|
2023
Q2 | $287K | Sell |
961
-82
| -8% | -$24.5K | 0.28% | 52 |
|
|
2023
Q1 | $292K | Buy |
1,043
+6
| +0.6% | +$1.68K | 0.3% | 50 |
|
|
2022
Q4 | $273K | Buy |
1,037
+3
| +0.3% | +$790 | 0.31% | 48 |
|
|
2022
Q3 | $239K | Sell |
1,034
-9
| -0.9% | -$2.08K | 0.36% | 45 |
|
|
2022
Q2 | $258K | Buy |
+1,043
| New | +$258K | 0.38% | 45 |
|
|
2021
Q3 | – | Sell |
-2,120
| Closed | -$490K | – | 93 |
|
|
2021
Q2 | $490K | Sell |
2,120
-51
| -2% | -$11.8K | 0.2% | 83 |
|
|
2021
Q1 | $487K | Sell |
2,171
-14
| -0.6% | -$3.14K | 0.26% | 76 |
|
|
2020
Q4 | $469K | Buy |
2,185
+98
| +5% | +$21K | 0.28% | 73 |
|
|
2020
Q3 | $458K | Buy |
2,087
+27
| +1% | +$5.93K | 0.34% | 66 |
|
|
2020
Q2 | $380K | Buy |
2,060
+61
| +3% | +$11.3K | 0.35% | 61 |
|
|
2020
Q1 | $331K | Sell |
1,999
-61
| -3% | -$10.1K | 0.37% | 58 |
|
|
2019
Q4 | $407K | Buy |
+2,060
| New | +$407K | 0.34% | 63 |
|