MWM
Merriman Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $495K | Sell |
1,706
-43
| -2% | -$12.5K | 0.02% | 132 |
|
|
2024
Q3 | $533K | Sell |
1,749
-1
| -0.1% | -$305 | 0.02% | 143 |
|
|
2024
Q2 | $446K | Buy |
1,750
+6
| +0.3% | +$1.53K | 0.02% | 143 |
|
|
2024
Q1 | $492K | Buy |
1,744
+443
| +34% | +$125K | 0.02% | 135 |
|
|
2023
Q4 | $386K | Buy |
1,301
+64
| +5% | +$19K | 0.02% | 145 |
|
|
2023
Q3 | $326K | Hold |
1,237
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $369K | Sell |
1,237
-26
| -2% | -$7.76K | 0.02% | 159 |
|
|
2023
Q1 | $353K | Buy |
1,263
+1
| +0.1% | +$280 | 0.02% | 149 |
|
|
2022
Q4 | $333K | Buy |
1,262
+320
| +34% | +$84.3K | 0.02% | 164 |
|
|
2022
Q3 | $217K | Sell |
942
-259
| -22% | -$59.7K | 0.01% | 159 |
|
|
2022
Q2 | $297K | Sell |
1,201
-21
| -2% | -$5.19K | 0.02% | 127 |
|
|
2022
Q1 | $302K | Buy |
1,222
+5
| +0.4% | +$1.24K | 0.02% | 164 |
|
|
2021
Q4 | $326K | Buy |
+1,217
| New | +$326K | 0.02% | 168 |
|
|
2021
Q3 | – | Sell |
-985
| Closed | -$228K | – | 215 |
|
|
2021
Q2 | $228K | Buy |
+985
| New | +$228K | 0.02% | 203 |
|
|
2021
Q1 | – | Sell |
-2,350
| Closed | -$505K | – | 206 |
|
|
2020
Q4 | $505K | Buy |
2,350
+1,340
| +133% | +$288K | 0.05% | 144 |
|
|
2020
Q3 | $222K | Sell |
1,010
-250
| -20% | -$55K | 0.03% | 154 |
|
|
2020
Q2 | $232K | Sell |
1,260
-1,340
| -52% | -$247K | 0.04% | 148 |
|
|
2020
Q1 | $430K | Hold |
2,600
| – | – | 0.09% | 96 |
|
|
2019
Q4 | $514K | Buy |
2,600
+186
| +8% | +$36.8K | 0.1% | 125 |
|
|
2019
Q3 | $518K | Sell |
2,414
-98
| -4% | -$21K | 0.1% | 115 |
|
|
2019
Q2 | $5.18K | Buy |
2,512
+63
| +3% | +$130 | 0.1% | 123 |
|
|
2019
Q1 | $465K | Sell |
2,449
-477
| -16% | -$90.6K | 0.09% | 141 |
|
|
2018
Q4 | $522K | Buy |
2,926
+35
| +1% | +$6.24K | 0.11% | 89 |
|
|
2018
Q3 | $484K | Sell |
2,891
-95
| -3% | -$15.9K | 0.1% | 111 |
|
|
2018
Q2 | $468K | Sell |
2,986
-30
| -1% | -$4.7K | 0.11% | 113 |
|
|
2018
Q1 | $472K | Buy |
3,016
+255
| +9% | +$39.9K | 0.12% | 125 |
|
|
2017
Q4 | $475K | Buy |
2,761
+1,172
| +74% | +$202K | 0.12% | 117 |
|
|
2017
Q3 | $249K | Hold |
1,589
| – | – | 0.06% | 138 |
|
|
2017
Q2 | $243K | Hold |
1,589
| – | – | 0.07% | 105 |
|
|
2017
Q1 | $206K | Buy |
+1,589
| New | +$206K | 0.05% | 127 |
|
|
2016
Q2 | – | Sell |
-1,908
| Closed | -$240K | – | 114 |
|
|
2016
Q1 | $240K | Hold |
1,908
| – | – | 0.22% | 47 |
|
|
2015
Q4 | $224K | Buy |
+1,908
| New | +$224K | 0.33% | 33 |
|
|
2015
Q1 | – | Sell |
-2,258
| Closed | -$212K | – | 53 |
|
|
2014
Q4 | $212K | Buy |
+2,258
| New | +$212K | 0.3% | 39 |
|