MWAC
Mariner Wealth Advisors (Cincinnati)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.4M | Sell |
14,365
-103
| -0.7% | -$17.2K | 0.13% | 104 |
|
|
2018
Q2 | $2.27M | Sell |
14,468
-4,903
| -25% | -$768K | 0.13% | 97 |
|
|
2018
Q1 | $3.03M | Buy |
19,371
+3,888
| +25% | +$608K | 0.19% | 82 |
|
|
2017
Q4 | $2.67M | Buy |
15,483
+165
| +1% | +$28.4K | 0.16% | 82 |
|
|
2017
Q3 | $2.4M | Buy |
15,318
+538
| +4% | +$84.3K | 0.16% | 86 |
|
|
2017
Q2 | $2.26M | Sell |
14,780
-287
| -2% | -$44K | 0.16% | 89 |
|
|
2017
Q1 | $1.95M | Buy |
15,067
+147
| +1% | +$19.1K | 0.14% | 96 |
|
|
2016
Q4 | $1.82M | Sell |
14,920
-2,816
| -16% | -$343K | 0.14% | 96 |
|
|
2016
Q3 | $2.05M | Buy |
17,736
+576
| +3% | +$66.4K | 0.17% | 94 |
|
|
2016
Q2 | $2.07M | Buy |
17,160
+1,800
| +12% | +$217K | 0.18% | 93 |
|
|
2016
Q1 | $1.93M | Sell |
15,360
-813
| -5% | -$102K | 0.19% | 87 |
|
|
2015
Q4 | $1.91M | Buy |
+16,173
| New | +$1.91M | 0.19% | 84 |
|
|
2015
Q1 | $1.7M | Sell |
17,459
-1,360
| -7% | -$133K | 0.24% | 61 |
|
|
2014
Q4 | $1.76M | Sell |
18,819
-256
| -1% | -$24K | 0.26% | 56 |
|
|
2014
Q3 | $1.81M | Sell |
19,075
-102,081
| -84% | -$9.68M | 0.29% | 54 |
|
|
2014
Q2 | $12.2M | Buy |
121,156
+8,991
| +8% | +$906K | 1.93% | 30 |
|
|
2014
Q1 | $11M | Buy |
112,165
+5,312
| +5% | +$521K | 1.78% | 33 |
|
|
2013
Q4 | $10.4M | Sell |
106,853
-3,934
| -4% | -$382K | 1.71% | 29 |
|
|
2013
Q3 | $10.7M | Buy |
110,787
+25,981
| +31% | +$2.5M | 1.98% | 25 |
|
|
2013
Q2 | $8.4M | Buy |
+84,806
| New | +$8.4M | 1.66% | 34 |
|