Merriman Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $492K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $505K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $232K | Sell |
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|
2020
Q1 | $430K | Hold |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $518K | Sell |
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|
2019
Q2 | $5.18K | Buy |
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|
2019
Q1 | $465K | Sell |
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|
2018
Q4 | $522K | Buy |
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|
2018
Q3 | $484K | Sell |
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|
2018
Q2 | $468K | Sell |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $240K | Hold |
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|
2015
Q4 | $224K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $212K | Buy |
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