MWM
Minot Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.2M | Sell |
17,019
-530
| -3% | -$131K | 1.08% | 28 |
|
|
2022
Q1 | $4.34M | Sell |
17,549
-627
| -3% | -$155K | 0.93% | 28 |
|
|
2021
Q4 | $4.87M | Buy |
18,176
+279
| +2% | +$74.8K | 0.94% | 32 |
|
|
2021
Q3 | $4.32M | Buy |
17,897
+545
| +3% | +$131K | 0.93% | 32 |
|
|
2021
Q2 | $4.1M | Buy |
17,352
+1,051
| +6% | +$248K | 0.9% | 33 |
|
|
2021
Q1 | $3.65M | Sell |
16,301
-45
| -0.3% | -$10.1K | 0.93% | 35 |
|
|
2020
Q4 | $3.51M | Buy |
16,346
+3,050
| +23% | +$655K | 1.05% | 38 |
|
|
2020
Q3 | $2.92M | Buy |
13,296
+3,607
| +37% | +$792K | 1.1% | 37 |
|
|
2020
Q2 | $1.79M | Buy |
9,689
+1,742
| +22% | +$321K | 0.89% | 47 |
|
|
2020
Q1 | $1.31M | Sell |
7,947
-535
| -6% | -$88.5K | 0.94% | 38 |
|
|
2019
Q4 | $1.79M | Buy |
+8,482
| New | +$1.79M | 0.82% | 41 |
|