MWM
Modera Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Buy |
31,558
+1,945
| +7% | +$568K | 0.11% | 132 |
|
|
2025
Q1 | $9.25M | Buy |
29,613
+848
| +3% | +$265K | 0.13% | 128 |
|
|
2024
Q4 | $8.34M | Buy |
28,765
+2,497
| +10% | +$724K | 0.1% | 136 |
|
|
2024
Q3 | $8M | Buy |
26,268
+5,717
| +28% | +$1.74M | 0.1% | 126 |
|
|
2024
Q2 | $5.24M | Buy |
20,551
+1,066
| +5% | +$272K | 0.08% | 151 |
|
|
2024
Q1 | $5.49M | Buy |
19,485
+845
| +5% | +$238K | 0.08% | 150 |
|
|
2023
Q4 | $5.53M | Sell |
18,640
-137
| -0.7% | -$40.6K | 0.09% | 145 |
|
|
2023
Q3 | $4.95M | Sell |
18,777
-124
| -0.7% | -$32.7K | 0.09% | 146 |
|
|
2023
Q2 | $5.64M | Buy |
18,901
+5,430
| +40% | +$1.62M | 0.1% | 137 |
|
|
2023
Q1 | $3.77M | Buy |
13,471
+855
| +7% | +$239K | 0.15% | 72 |
|
|
2022
Q4 | $3.32M | Buy |
12,616
+182
| +1% | +$48K | 0.14% | 73 |
|
|
2022
Q3 | $2.87M | Buy |
12,434
+12
| +0.1% | +$2.77K | 0.15% | 74 |
|
|
2022
Q2 | $3.07M | Sell |
12,422
-295
| -2% | -$72.8K | 0.15% | 74 |
|
|
2022
Q1 | $3.15M | Sell |
12,717
-990
| -7% | -$245K | 0.14% | 76 |
|
|
2021
Q4 | $3.68M | Sell |
13,707
-7,211
| -34% | -$1.93M | 0.14% | 74 |
|
|
2021
Q3 | $5.04M | Sell |
20,918
-202
| -1% | -$48.7K | 0.26% | 44 |
|
|
2021
Q2 | $4.88M | Buy |
21,120
+51
| +0.2% | +$11.8K | 0.26% | 45 |
|
|
2021
Q1 | $4.72M | Sell |
21,069
-1,699
| -7% | -$381K | 0.31% | 42 |
|
|
2020
Q4 | $4.89M | Buy |
22,768
+20,450
| +882% | +$4.39M | 0.39% | 40 |
|
|
2020
Q3 | $509K | Sell |
2,318
-29
| -1% | -$6.37K | 0.08% | 89 |
|
|
2020
Q2 | $433K | Buy |
2,347
+265
| +13% | +$48.9K | 0.07% | 91 |
|
|
2020
Q1 | $344K | Buy |
2,082
+694
| +50% | +$115K | 0.07% | 102 |
|
|
2019
Q4 | $274K | Sell |
1,388
-24
| -2% | -$4.74K | 0.04% | 115 |
|
|
2019
Q3 | $303K | Hold |
1,412
| – | – | 0.05% | 100 |
|
|
2019
Q2 | $293K | Buy |
1,412
+25
| +2% | +$5.19K | 0.05% | 105 |
|
|
2019
Q1 | $263K | Sell |
1,387
-193
| -12% | -$36.6K | 0.05% | 116 |
|
|
2018
Q4 | $281K | Buy |
1,580
+193
| +14% | +$34.3K | 0.06% | 99 |
|
|
2018
Q3 | $232K | Sell |
1,387
-7
| -0.5% | -$1.17K | 0.05% | 124 |
|
|
2018
Q2 | $218K | Sell |
1,394
-27
| -2% | -$4.22K | 0.05% | 125 |
|
|
2018
Q1 | $222K | Sell |
1,421
-2
| -0.1% | -$312 | 0.05% | 122 |
|
|
2017
Q4 | $245K | Buy |
1,423
+9
| +0.6% | +$1.55K | 0.05% | 110 |
|
|
2017
Q3 | $222K | Hold |
1,414
| – | – | 0.05% | 117 |
|
|
2017
Q2 | $217K | Buy |
+1,414
| New | +$217K | 0.05% | 110 |
|