MWM
Mission Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
17,135
+359
| +2% | +$105K | 0.11% | 112 |
|
|
2025
Q1 | $5.24M | Buy |
16,776
+97
| +0.6% | +$30.3K | 0.13% | 98 |
|
|
2024
Q4 | $4.83M | Sell |
16,679
-317
| -2% | -$91.9K | 0.11% | 92 |
|
|
2024
Q3 | $5.18M | Sell |
16,996
-584
| -3% | -$178K | 0.13% | 84 |
|
|
2024
Q2 | $4.48M | Sell |
17,580
-630
| -3% | -$161K | 0.12% | 92 |
|
|
2024
Q1 | $5.13M | Buy |
18,210
+241
| +1% | +$67.9K | 0.14% | 98 |
|
|
2023
Q4 | $5.33M | Buy |
17,969
+821
| +5% | +$243K | 0.17% | 75 |
|
|
2023
Q3 | $4.52M | Sell |
17,148
-141
| -0.8% | -$37.1K | 0.17% | 77 |
|
|
2023
Q2 | $5.16M | Buy |
17,289
+481
| +3% | +$144K | 0.19% | 64 |
|
|
2023
Q1 | $4.7M | Sell |
16,808
-464
| -3% | -$130K | 0.2% | 67 |
|
|
2022
Q4 | $4.55M | Buy |
17,272
+582
| +3% | +$153K | 0.22% | 60 |
|
|
2022
Q3 | $3.85M | Buy |
16,690
+118
| +0.7% | +$27.2K | 0.2% | 61 |
|
|
2022
Q2 | $4.09M | Buy |
16,572
+446
| +3% | +$110K | 0.22% | 62 |
|
|
2022
Q1 | $3.99M | Sell |
16,126
-451
| -3% | -$112K | 0.18% | 70 |
|
|
2021
Q4 | $4.44M | Sell |
16,577
-261
| -2% | -$70K | 0.2% | 61 |
|
|
2021
Q3 | $4.06M | Sell |
16,838
-307
| -2% | -$74K | 0.21% | 61 |
|
|
2021
Q2 | $3.96M | Buy |
17,145
+197
| +1% | +$45.5K | 0.21% | 58 |
|
|
2021
Q1 | $3.8M | Buy |
16,948
+817
| +5% | +$183K | 0.22% | 56 |
|
|
2020
Q4 | $3.46M | Buy |
16,131
+396
| +3% | +$85K | 0.22% | 57 |
|
|
2020
Q3 | $3.45M | Sell |
15,735
-264
| -2% | -$58K | 0.26% | 52 |
|
|
2020
Q2 | $2.95M | Buy |
15,999
+2,772
| +21% | +$511K | 0.25% | 53 |
|
|
2020
Q1 | $2.19M | Sell |
13,227
-319
| -2% | -$52.7K | 0.24% | 58 |
|
|
2019
Q4 | $2.68M | Sell |
13,546
-1,091
| -7% | -$216K | 0.26% | 57 |
|
|
2019
Q3 | $3.14M | Buy |
14,637
+5,577
| +62% | +$1.2M | 0.34% | 44 |
|
|
2019
Q2 | $1.88M | Buy |
9,060
+1,071
| +13% | +$222K | 0.21% | 61 |
|
|
2019
Q1 | $1.52M | Sell |
7,989
-63
| -0.8% | -$12K | 0.18% | 72 |
|
|
2018
Q4 | $1.43M | Buy |
8,052
+1,523
| +23% | +$270K | 0.19% | 66 |
|
|
2018
Q3 | $1.09M | Buy |
6,529
+56
| +0.9% | +$9.37K | 0.14% | 88 |
|
|
2018
Q2 | $1.01M | Buy |
6,473
+1,008
| +18% | +$158K | 0.15% | 84 |
|
|
2018
Q1 | $855K | Buy |
5,465
+62
| +1% | +$9.7K | 0.14% | 82 |
|
|
2017
Q4 | $930K | Buy |
5,403
+162
| +3% | +$27.9K | 0.16% | 70 |
|
|
2017
Q3 | $821K | Sell |
5,241
-314
| -6% | -$49.2K | 0.15% | 75 |
|
|
2017
Q2 | $851K | Sell |
5,555
-794
| -13% | -$122K | 0.16% | 71 |
|
|
2017
Q1 | $823K | Buy |
6,349
+54
| +0.9% | +$7K | 0.16% | 71 |
|
|
2016
Q4 | $766K | Buy |
6,295
+596
| +10% | +$72.5K | 0.15% | 71 |
|
|
2016
Q3 | $657K | Buy |
5,699
+111
| +2% | +$12.8K | 0.16% | 71 |
|
|
2016
Q2 | $672K | Sell |
5,588
-7
| -0.1% | -$842 | 0.18% | 59 |
|
|
2016
Q1 | $703K | Buy |
5,595
+55
| +1% | +$6.91K | 0.19% | 59 |
|
|
2015
Q4 | $655K | Buy |
5,540
+215
| +4% | +$25.4K | 0.18% | 57 |
|
|
2015
Q3 | $525K | Sell |
5,325
-2,547
| -32% | -$251K | 0.16% | 64 |
|
|
2015
Q2 | $767K | Buy |
+7,872
| New | +$767K | 0.26% | 47 |
|