KWM
Kolinsky Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $426K | Sell |
1,469
-146
| -9% | -$42.3K | 0.26% | 83 |
|
|
2024
Q3 | $492K | Buy |
1,615
+20
| +1% | +$6.09K | 0.32% | 69 |
|
|
2024
Q2 | $407K | Sell |
1,595
-250
| -14% | -$63.7K | 0.29% | 75 |
|
|
2024
Q1 | $520K | Buy |
1,845
+271
| +17% | +$76.4K | 0.4% | 58 |
|
|
2023
Q4 | $467K | Sell |
1,574
-24
| -2% | -$7.11K | 0.41% | 58 |
|
|
2023
Q3 | $421K | Sell |
1,598
-50
| -3% | -$13.2K | 0.42% | 58 |
|
|
2023
Q2 | $485K | Buy |
1,648
+27
| +2% | +$7.95K | 0.46% | 49 |
|
|
2023
Q1 | $453K | Buy |
1,621
+306
| +23% | +$85.5K | 0.48% | 45 |
|
|
2022
Q4 | $347K | Sell |
1,315
-212
| -14% | -$55.9K | 0.4% | 63 |
|
|
2022
Q3 | $352K | Buy |
1,527
+35
| +2% | +$8.07K | 0.44% | 49 |
|
|
2022
Q2 | $368K | Buy |
1,492
+447
| +43% | +$110K | 0.43% | 50 |
|
|
2022
Q1 | $258K | Sell |
1,045
-250
| -19% | -$61.7K | 0.25% | 104 |
|
|
2021
Q4 | $347K | Buy |
+1,295
| New | +$347K | 0.32% | 80 |
|