Merriman Wealth Management’s McDonald's MCD Stock Holding History

Merriman Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$495K	Sell	1,706 -43	-2%	-$12.8K	0.02%	132
2024 Q3	$533K	Sell	1,749 -1	-0.1%	-$276	0.02%	143
2024 Q2	$446K	Buy	1,750 +6	+0.3%	+$1.59K	0.02%	143
2024 Q1	$492K	Buy	1,744 +443	+34%	+$129K	0.02%	135
2023 Q4	$386K	Buy	1,301 +64	+5%	+$17.4K	0.02%	146
2023 Q3	$326K	Hold	1,237	–	–	0.02%	142
2023 Q2	$369K	Sell	1,237 -26	-2%	-$7.55K	0.02%	160
2023 Q1	$353K	Buy	1,263 +1	+0.1%	+$268	0.02%	150
2022 Q4	$333K	Buy	1,262 +320	+34%	+$84.4K	0.02%	164
2022 Q3	$217K	Sell	942 -259	-22%	-$66.2K	0.01%	159
2022 Q2	$297K	Sell	1,201 -21	-2%	-$5.17K	0.02%	127
2022 Q1	$302K	Buy	1,222 +5	+0.4%	+$1.25K	0.02%	164
2021 Q4	$326K	Buy	+1,217	New	+$307K	0.02%	168
2021 Q3	–	Sell	-985	Closed	-$228K	–	215
2021 Q2	$228K	Buy	+985	New	+$229K	0.02%	203
2021 Q1	–	Sell	-2,350	Closed	-$505K	–	206
2020 Q4	$505K	Buy	2,350 +1,340	+133%	+$291K	0.05%	144
2020 Q3	$222K	Sell	1,010 -250	-20%	-$51.3K	0.03%	154
2020 Q2	$232K	Sell	1,260 -1,340	-52%	-$246K	0.04%	148
2020 Q1	$430K	Hold	2,600	–	–	0.09%	96
2019 Q4	$514K	Buy	2,600 +186	+8%	+$36.9K	0.1%	125
2019 Q3	$518K	Sell	2,414 -98	-4%	-$21K	0.1%	115
2019 Q2	$5.18K	Buy	2,512 +63	+3%	+$12.5K	0.1%	123
2019 Q1	$465K	Sell	2,449 -477	-16%	-$86.6K	0.09%	141
2018 Q4	$522K	Buy	2,926 +35	+1%	+$6.21K	0.11%	89
2018 Q3	$484K	Sell	2,891 -95	-3%	-$15.2K	0.1%	111
2018 Q2	$468K	Sell	2,986 -30	-1%	-$4.86K	0.11%	113
2018 Q1	$472K	Buy	3,016 +255	+9%	+$42K	0.12%	125
2017 Q4	$475K	Buy	2,761 +1,172	+74%	+$197K	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	+$199K	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	+$213K	0.33%	33
2015 Q1	–	Sell	-2,258	Closed	-$212K	–	53
2014 Q4	$212K	Buy	+2,258	New	+$211K	0.3%	39