MWM
MinichMacGregor Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,189
| Closed | -$649K | – | 111 |
|
|
2023
Q4 | $649K | Buy |
+2,189
| New | +$649K | 0.19% | 51 |
|
|
2023
Q1 | – | Sell |
-657
| Closed | -$173K | – | 403 |
|
|
2022
Q4 | $173K | Buy |
+657
| New | +$173K | 0.06% | 88 |
|
|
2019
Q1 | – | Sell |
-15,019
| Closed | -$2.35M | – | 91 |
|
|
2018
Q4 | $2.35M | Buy |
15,019
+14,570
| +3,245% | +$2.28M | 1.61% | 19 |
|
|
2018
Q3 | $74K | Buy |
449
+74
| +20% | +$12.2K | 0.05% | 100 |
|
|
2018
Q2 | $58K | Hold |
375
| – | – | 0.04% | 106 |
|
|
2018
Q1 | $58K | Hold |
375
| – | – | 0.05% | 103 |
|
|
2017
Q4 | $64K | Hold |
375
| – | – | 0.05% | 93 |
|
|
2017
Q3 | $58K | Sell |
375
-27
| -7% | -$4.18K | 0.05% | 94 |
|
|
2017
Q2 | $61K | Sell |
402
-52
| -11% | -$7.89K | 0.05% | 91 |
|
|
2017
Q1 | $58K | Hold |
454
| – | – | 0.05% | 97 |
|
|
2016
Q4 | $55K | Sell |
454
-5
| -1% | -$606 | 0.05% | 99 |
|
|
2016
Q3 | $52K | Buy |
459
+1
| +0.2% | +$113 | 0.05% | 114 |
|
|
2016
Q2 | $55K | Sell |
458
-12
| -3% | -$1.44K | 0.05% | 103 |
|
|
2016
Q1 | $59K | Sell |
470
-115
| -20% | -$14.4K | 0.06% | 93 |
|
|
2015
Q4 | $56K | Buy |
+585
| New | +$56K | 0.05% | 98 |
|