MWM
Mattern Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
8,499
-57
| -0.7% | -$16.7K | 0.52% | 33 |
|
|
2025
Q1 | $2.67M | Sell |
8,556
-89
| -1% | -$27.8K | 0.59% | 35 |
|
|
2024
Q4 | $2.51M | Sell |
8,645
-989
| -10% | -$287K | 0.55% | 34 |
|
|
2024
Q3 | $2.93M | Sell |
9,634
-3,931
| -29% | -$1.2M | 0.64% | 33 |
|
|
2024
Q2 | $3.46M | Sell |
13,565
-1,381
| -9% | -$352K | 0.83% | 31 |
|
|
2024
Q1 | $4.21M | Sell |
14,946
-5
| -0% | -$1.41K | 1.03% | 24 |
|
|
2023
Q4 | $4.43M | Sell |
14,951
-114
| -0.8% | -$33.8K | 1.14% | 21 |
|
|
2023
Q3 | $3.97M | Buy |
15,065
+283
| +2% | +$74.6K | 1.16% | 18 |
|
|
2023
Q2 | $4.41M | Buy |
14,782
+939
| +7% | +$280K | 1.29% | 16 |
|
|
2023
Q1 | $3.87M | Sell |
13,843
-322
| -2% | -$90K | 1.28% | 17 |
|
|
2022
Q4 | $3.73M | Buy |
14,165
+371
| +3% | +$97.8K | 1.51% | 13 |
|
|
2022
Q3 | $3.18M | Buy |
13,794
+4
| +0% | +$923 | 1.28% | 19 |
|
|
2022
Q2 | $3.4M | Buy |
13,790
+31
| +0.2% | +$7.65K | 1.33% | 17 |
|
|
2022
Q1 | $3.4M | Buy |
13,759
+1,163
| +9% | +$288K | 1.11% | 20 |
|
|
2021
Q4 | $3.38M | Sell |
12,596
-5
| -0% | -$1.34K | 0.99% | 28 |
|
|
2021
Q3 | $3.04M | Sell |
12,601
-277
| -2% | -$66.8K | 1.02% | 25 |
|
|
2021
Q2 | $3.02M | Sell |
12,878
-71
| -0.5% | -$16.7K | 0.96% | 26 |
|
|
2021
Q1 | $2.9M | Buy |
12,949
+115
| +0.9% | +$25.8K | 1.02% | 24 |
|
|
2020
Q4 | $2.75M | Sell |
12,834
-520
| -4% | -$112K | 1.04% | 25 |
|
|
2020
Q3 | $2.93M | Buy |
13,354
+421
| +3% | +$92.4K | 1.25% | 24 |
|
|
2020
Q2 | $2.39M | Buy |
12,933
+464
| +4% | +$85.6K | 1.16% | 24 |
|
|
2020
Q1 | $2.06M | Buy |
12,469
+965
| +8% | +$160K | 1.49% | 19 |
|
|
2019
Q4 | $2.27M | Buy |
+11,504
| New | +$2.27M | 1.36% | 20 |
|