MWPCG
Measured Wealth Private Client Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
965
+234
| +32% | +$68.4K | 0.08% | 149 |
|
|
2025
Q1 | $228K | Sell |
731
-37
| -5% | -$11.6K | 0.07% | 157 |
|
|
2024
Q4 | $223K | Buy |
768
+5
| +0.7% | +$1.45K | 0.07% | 165 |
|
|
2024
Q3 | $232K | Sell |
763
-1,810
| -70% | -$551K | 0.08% | 157 |
|
|
2024
Q2 | $656K | Buy |
2,573
+76
| +3% | +$19.4K | 0.23% | 65 |
|
|
2024
Q1 | $704K | Hold |
2,497
| – | – | 0.25% | 67 |
|
|
2023
Q4 | $740K | Buy |
2,497
+5
| +0.2% | +$1.48K | 0.27% | 60 |
|
|
2023
Q3 | $656K | Sell |
2,492
-130
| -5% | -$34.2K | 0.26% | 64 |
|
|
2023
Q2 | $782K | Buy |
2,622
+36
| +1% | +$10.7K | 0.3% | 43 |
|
|
2023
Q1 | $723K | Sell |
2,586
-53
| -2% | -$14.8K | 0.28% | 50 |
|
|
2022
Q4 | $695K | Sell |
2,639
-254
| -9% | -$66.9K | 0.29% | 49 |
|
|
2022
Q3 | $668K | Sell |
2,893
-36
| -1% | -$8.31K | 0.3% | 44 |
|
|
2022
Q2 | $723K | Sell |
2,929
-285
| -9% | -$70.4K | 0.32% | 45 |
|
|
2022
Q1 | $795K | Sell |
3,214
-220
| -6% | -$54.4K | 0.29% | 43 |
|
|
2021
Q4 | $921K | Sell |
3,434
-110
| -3% | -$29.5K | 0.33% | 46 |
|
|
2021
Q3 | $854K | Sell |
3,544
-847
| -19% | -$204K | 0.33% | 46 |
|
|
2021
Q2 | $1.01M | Buy |
4,391
+418
| +11% | +$96.5K | 0.32% | 48 |
|
|
2021
Q1 | $891K | Buy |
3,973
+707
| +22% | +$159K | 0.32% | 46 |
|
|
2020
Q4 | $701K | Sell |
3,266
-447
| -12% | -$95.9K | 0.29% | 48 |
|
|
2020
Q3 | $815K | Buy |
3,713
+201
| +6% | +$44.1K | 0.39% | 45 |
|
|
2020
Q2 | $648K | Sell |
3,512
-2,916
| -45% | -$538K | 0.38% | 44 |
|
|
2020
Q1 | $1.06M | Buy |
6,428
+3,614
| +128% | +$598K | 0.83% | 21 |
|
|
2019
Q4 | $556K | Sell |
2,814
-52
| -2% | -$10.3K | 0.37% | 35 |
|
|
2019
Q3 | $615K | Sell |
2,866
-444
| -13% | -$95.3K | 0.4% | 41 |
|
|
2019
Q2 | $687K | Sell |
3,310
-8
| -0.2% | -$1.66K | 0.4% | 46 |
|
|
2019
Q1 | $630K | Buy |
3,318
+902
| +37% | +$171K | 0.39% | 50 |
|
|
2018
Q4 | $429K | Sell |
2,416
-58
| -2% | -$10.3K | 0.39% | 40 |
|
|
2018
Q3 | $413K | Buy |
2,474
+100
| +4% | +$16.7K | 0.25% | 68 |
|
|
2018
Q2 | $372K | Buy |
+2,374
| New | +$372K | 0.3% | 67 |
|
|
2017
Q3 | $438K | Buy |
+2,796
| New | +$438K | 0.6% | 31 |
|