KMWM
Keudell/Morrison Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-704
| Closed | -$220K | – | 237 |
|
|
2025
Q1 | $220K | Buy |
+704
| New | +$220K | 0.05% | 198 |
|
|
2024
Q4 | – | Sell |
-685
| Closed | -$209K | – | 231 |
|
|
2024
Q3 | $209K | Buy |
+685
| New | +$209K | 0.06% | 205 |
|
|
2024
Q2 | – | Sell |
-930
| Closed | -$262K | – | 211 |
|
|
2024
Q1 | $262K | Sell |
930
-178
| -16% | -$50.2K | 0.08% | 170 |
|
|
2023
Q4 | $329K | Buy |
1,108
+203
| +22% | +$60.2K | 0.11% | 143 |
|
|
2023
Q3 | $238K | Buy |
905
+16
| +2% | +$4.22K | 0.07% | 161 |
|
|
2023
Q2 | $265K | Sell |
889
-75
| -8% | -$22.4K | 0.08% | 157 |
|
|
2023
Q1 | $270K | Sell |
964
-3
| -0.3% | -$839 | 0.08% | 154 |
|
|
2022
Q4 | $255K | Hold |
967
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $223K | Sell |
967
-40
| -4% | -$9.22K | 0.08% | 164 |
|
|
2022
Q2 | $249K | Sell |
1,007
-58
| -5% | -$14.3K | 0.09% | 151 |
|
|
2022
Q1 | $263K | Sell |
1,065
-1
| -0.1% | -$247 | 0.11% | 151 |
|
|
2021
Q4 | $286K | Hold |
1,066
| – | – | 0.11% | 147 |
|
|
2021
Q3 | $257K | Sell |
1,066
-25
| -2% | -$6.03K | 0.11% | 147 |
|
|
2021
Q2 | $252K | Hold |
1,091
| – | – | 0.14% | 148 |
|
|
2021
Q1 | $245K | Hold |
1,091
| – | – | 0.14% | 146 |
|
|
2020
Q4 | $234K | Hold |
1,091
| – | – | 0.15% | 143 |
|
|
2020
Q3 | $239K | Sell |
1,091
-96
| -8% | -$21K | 0.15% | 128 |
|
|
2020
Q2 | $219K | Sell |
1,187
-200
| -14% | -$36.9K | 0.18% | 126 |
|
|
2020
Q1 | $229K | Sell |
1,387
-185
| -12% | -$30.5K | 0.22% | 119 |
|
|
2019
Q4 | $311K | Sell |
1,572
-104
| -6% | -$20.6K | 0.22% | 109 |
|
|
2019
Q3 | $360K | Sell |
1,676
-45
| -3% | -$9.67K | 0.3% | 93 |
|
|
2019
Q2 | $373K | Buy |
1,721
+22
| +1% | +$4.77K | 0.33% | 86 |
|
|
2019
Q1 | $323K | Buy |
+1,699
| New | +$323K | 0.28% | 98 |
|