NWAM LLC’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 | $203K | Hold |
696
| – | – | 0.02% | 511 |
|
|
2025
Q1 | $217K | Sell |
696
-4,491
| -87% | -$1.4M | 0.02% | 470 |
|
|
2024
Q4 | $1.5M | Buy |
5,187
+70
| +1% | +$20.3K | 0.09% | 207 |
|
|
2024
Q3 | $1.56M | Buy |
+5,117
| New | +$1.56M | 0.1% | 205 |
|
|
2024
Q2 | – | Sell |
-5,320
| Closed | -$1.43M | – | 388 |
|
|
2024
Q1 | $1.43M | Sell |
5,320
-322
| -6% | -$86.8K | 0.12% | 174 |
|
|
2023
Q4 | $1.67M | Buy |
5,642
+896
| +19% | +$266K | 0.13% | 148 |
|
|
2023
Q3 | $1.25M | Sell |
4,746
-735
| -13% | -$194K | 0.13% | 160 |
|
|
2023
Q2 | $1.64M | Buy |
5,481
+696
| +15% | +$208K | 0.13% | 154 |
|
|
2023
Q1 | $1.34M | Sell |
4,785
-752
| -14% | -$210K | 0.14% | 155 |
|
|
2022
Q4 | $1.46M | Buy |
5,537
+992
| +22% | +$261K | 0.13% | 168 |
|
|
2022
Q3 | $1.05M | Sell |
4,545
-326
| -7% | -$75.2K | 0.1% | 197 |
|
|
2022
Q2 | $1.23M | Buy |
4,871
+720
| +17% | +$181K | 0.11% | 175 |
|
|
2022
Q1 | $1.03M | Sell |
4,151
-384
| -8% | -$94.9K | 0.08% | 226 |
|
|
2021
Q4 | $1.22M | Buy |
4,535
+805
| +22% | +$216K | 0.1% | 207 |
|
|
2021
Q3 | $899K | Sell |
3,730
-193
| -5% | -$46.5K | 0.08% | 229 |
|
|
2021
Q2 | $906K | Sell |
3,923
-15
| -0.4% | -$3.46K | 0.08% | 222 |
|
|
2021
Q1 | $883K | Buy |
3,938
+161
| +4% | +$36.1K | 0.09% | 222 |
|
|
2020
Q4 | $810K | Buy |
+3,777
| New | +$810K | 0.09% | 200 |
|
|
2020
Q3 | – | Sell |
-4,142
| Closed | -$764K | – | 349 |
|
|
2020
Q2 | $764K | Buy |
4,142
+40
| +1% | +$7.38K | 0.11% | 179 |
|
|
2020
Q1 | $678 | Buy |
4,102
+218
| +6% | +$36 | 0.02% | 189 |
|
|
2019
Q4 | $768K | Sell |
3,884
-67
| -2% | -$13.2K | 0.13% | 165 |
|
|
2019
Q3 | $848K | Buy |
3,951
+70
| +2% | +$15K | 0.16% | 137 |
|
|
2019
Q2 | $806K | Buy |
3,881
+344
| +10% | +$71.4K | 0.16% | 134 |
|
|
2019
Q1 | $672K | Sell |
3,537
-73
| -2% | -$13.9K | 0.14% | 153 |
|
|
2018
Q4 | $641K | Sell |
3,610
-255
| -7% | -$45.3K | 0.16% | 140 |
|
|
2018
Q3 | $647K | Buy |
3,865
+122
| +3% | +$20.4K | 0.15% | 147 |
|
|
2018
Q2 | $587K | Buy |
3,743
+226
| +6% | +$35.4K | 0.14% | 158 |
|
|
2018
Q1 | $550K | Sell |
3,517
-980
| -22% | -$153K | 0.14% | 163 |
|
|
2017
Q4 | $774K | Sell |
4,497
-514
| -10% | -$88.5K | 0.2% | 119 |
|
|
2017
Q3 | $785K | Sell |
5,011
-753
| -13% | -$118K | 0.2% | 120 |
|
|
2017
Q2 | $883K | Buy |
5,764
+7
| +0.1% | +$1.07K | 0.15% | 104 |
|
|
2017
Q1 | $746K | Sell |
5,757
-52
| -0.9% | -$6.74K | 0.23% | 107 |
|
|
2016
Q4 | $707K | Sell |
5,809
-2,270
| -28% | -$276K | 0.23% | 108 |
|
|
2016
Q3 | $932K | Buy |
8,079
+3,251
| +67% | +$375K | 0.07% | 80 |
|
|
2016
Q2 | $581K | Sell |
4,828
-307
| -6% | -$36.9K | 0.23% | 107 |
|
|
2016
Q1 | $645K | Sell |
5,135
-804
| -14% | -$101K | 0.26% | 96 |
|
|
2015
Q4 | $702K | Buy |
5,939
+939
| +19% | +$111K | 0.29% | 83 |
|
|
2015
Q3 | $534K | Sell |
5,000
-2,000
| -29% | -$214K | 0.44% | 52 |
|
|
2015
Q2 | $643K | Buy |
7,000
+74
| +1% | +$6.8K | 0.27% | 90 |
|
|
2015
Q1 | $675K | Buy |
6,926
+706
| +11% | +$68.8K | 0.29% | 85 |
|
|
2014
Q4 | $583K | Sell |
6,220
-2,108
| -25% | -$198K | 0.25% | 103 |
|
|
2014
Q3 | $790K | Buy |
8,328
+496
| +6% | +$47.1K | 0.28% | 89 |
|
|
2014
Q2 | $789K | Buy |
7,832
+645
| +9% | +$65K | 0.25% | 103 |
|
|
2014
Q1 | $705K | Buy |
7,187
+2,176
| +43% | +$213K | 0.24% | 107 |
|
|
2013
Q4 | $486K | Sell |
5,011
-777
| -13% | -$75.4K | 0.26% | 93 |
|
|
2013
Q3 | $557K | Buy |
5,788
+158
| +3% | +$15.2K | 0.27% | 91 |
|
|
2013
Q2 | $557K | Buy |
+5,630
| New | +$557K | 0.28% | 89 |
|