MWM
Mascoma Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
695
| – | – | 0.05% | 90 |
|
|
2025
Q1 | $217K | Hold |
695
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $201K | Hold |
695
| – | – | 0.05% | 95 |
|
|
2024
Q3 | $212K | Hold |
695
| – | – | 0.05% | 93 |
|
|
2024
Q2 | $177K | Sell |
695
-135
| -16% | -$34.4K | 0.05% | 98 |
|
|
2024
Q1 | $234K | Sell |
830
-13
| -2% | -$3.67K | 0.07% | 91 |
|
|
2023
Q4 | $250K | Hold |
843
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $222K | Buy |
843
+153
| +22% | +$40.3K | 0.07% | 96 |
|
|
2023
Q2 | $200K | Sell |
690
-58
| -8% | -$16.8K | 0.06% | 102 |
|
|
2023
Q1 | $221K | Hold |
748
| – | – | 0.06% | 111 |
|
|
2022
Q4 | $197K | Sell |
748
-350
| -32% | -$92.2K | 0.06% | 116 |
|
|
2022
Q3 | $253K | Hold |
1,098
| – | – | 0.09% | 100 |
|
|
2022
Q2 | $271K | Buy |
1,098
+35
| +3% | +$8.64K | 0.09% | 97 |
|
|
2022
Q1 | $263K | Buy |
1,063
+54
| +5% | +$13.4K | 0.08% | 106 |
|
|
2021
Q4 | $270K | Hold |
1,009
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $243K | Buy |
1,009
+122
| +14% | +$29.4K | 0.09% | 95 |
|
|
2021
Q2 | $205K | Buy |
887
+87
| +11% | +$20.1K | 0.09% | 99 |
|
|
2021
Q1 | $179K | Buy |
+800
| New | +$179K | 0.08% | 108 |
|
|
2019
Q3 | – | Sell |
-742
| Closed | -$154K | – | 238 |
|
|
2019
Q2 | $154K | Sell |
742
-28
| -4% | -$5.81K | 0.1% | 89 |
|
|
2019
Q1 | $146K | Hold |
770
| – | – | 0.1% | 82 |
|
|
2018
Q4 | $137K | Hold |
770
| – | – | 0.1% | 81 |
|
|
2018
Q3 | $129K | Hold |
770
| – | – | 0.09% | 104 |
|
|
2018
Q2 | $121K | Buy |
770
+53
| +7% | +$8.33K | 0.09% | 97 |
|
|
2018
Q1 | $112K | Hold |
717
| – | – | 0.07% | 103 |
|
|
2017
Q4 | $121K | Buy |
717
+350
| +95% | +$59.1K | 0.07% | 95 |
|
|
2017
Q3 | $58K | Sell |
367
-60
| -14% | -$9.48K | 0.04% | 141 |
|
|
2017
Q2 | $65K | Buy |
427
+60
| +16% | +$9.13K | 0.04% | 137 |
|
|
2017
Q1 | $48K | Hold |
367
| – | – | 0.03% | 141 |
|
|
2016
Q4 | $45K | Buy |
+367
| New | +$45K | 0.03% | 148 |
|