Northwest Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
1,134
+4
| +0.4% | +$1.17K | 0.06% | 137 |
|
|
2025
Q1 | $353K | Buy |
1,130
+4
| +0.4% | +$1.25K | 0.07% | 123 |
|
|
2024
Q4 | $326K | Sell |
1,126
-1
| -0.1% | -$290 | 0.07% | 120 |
|
|
2024
Q3 | $343K | Buy |
1,127
+5
| +0.4% | +$1.52K | 0.08% | 111 |
|
|
2024
Q2 | $286K | Buy |
1,122
+9
| +0.8% | +$2.29K | 0.07% | 124 |
|
|
2024
Q1 | $314K | Buy |
1,113
+4
| +0.4% | +$1.13K | 0.09% | 120 |
|
|
2023
Q4 | $329K | Buy |
1,109
+110
| +11% | +$32.6K | 0.1% | 116 |
|
|
2023
Q3 | $263K | Buy |
999
+3
| +0.3% | +$790 | 0.09% | 126 |
|
|
2023
Q2 | $297K | Buy |
996
+10
| +1% | +$2.98K | 0.11% | 116 |
|
|
2023
Q1 | $276K | Buy |
986
+30
| +3% | +$8.39K | 0.11% | 120 |
|
|
2022
Q4 | $252K | Sell |
956
-27
| -3% | -$7.11K | 0.11% | 118 |
|
|
2022
Q3 | $227K | Buy |
983
+9
| +0.9% | +$2.08K | 0.1% | 125 |
|
|
2022
Q2 | $240K | Buy |
974
+14
| +1% | +$3.45K | 0.1% | 124 |
|
|
2022
Q1 | $237K | Buy |
960
+16
| +2% | +$3.95K | 0.12% | 119 |
|
|
2021
Q4 | $253K | Sell |
944
-18
| -2% | -$4.82K | 0.12% | 106 |
|
|
2021
Q3 | $232K | Buy |
962
+3
| +0.3% | +$723 | 0.12% | 105 |
|
|
2021
Q2 | $222K | Buy |
959
+3
| +0.3% | +$694 | 0.12% | 114 |
|
|
2021
Q1 | $214K | Buy |
956
+2
| +0.2% | +$448 | 0.13% | 104 |
|
|
2020
Q4 | $205K | Sell |
954
-97
| -9% | -$20.8K | 0.14% | 103 |
|
|
2020
Q3 | $231K | Buy |
+1,051
| New | +$231K | 0.19% | 91 |
|
|
2020
Q1 | – | Sell |
-1,025
| Closed | -$203K | – | 106 |
|
|
2019
Q4 | $203K | Sell |
1,025
-3,878
| -79% | -$768K | 0.19% | 96 |
|
|
2019
Q3 | $1.05M | Hold |
4,903
| – | – | 0.86% | 33 |
|
|
2019
Q2 | $1.02M | Hold |
4,903
| – | – | 0.82% | 39 |
|
|
2019
Q1 | $931K | Hold |
4,903
| – | – | 0.7% | 39 |
|
|
2018
Q4 | $871K | Sell |
4,903
-950
| -16% | -$169K | 0.74% | 35 |
|
|
2018
Q3 | $979K | Buy |
5,853
+950
| +19% | +$159K | 0.73% | 34 |
|
|
2018
Q2 | $768K | Hold |
4,903
| – | – | 0.58% | 41 |
|
|
2018
Q1 | $767K | Buy |
4,903
+255
| +5% | +$39.9K | 0.57% | 42 |
|
|
2017
Q4 | $800K | Buy |
4,648
+24
| +0.5% | +$4.13K | 0.65% | 43 |
|
|
2017
Q3 | $724K | Sell |
4,624
-279
| -6% | -$43.7K | 1.01% | 26 |
|
|
2017
Q2 | $751K | Hold |
4,903
| – | – | 0.69% | 38 |
|
|
2017
Q1 | $635K | Hold |
4,903
| – | – | 0.59% | 40 |
|
|
2016
Q4 | $597K | Buy |
+4,903
| New | +$597K | 0.61% | 42 |
|