PWM
Perigon Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
57,257
-3,601
| -6% | -$1.05M | 0.39% | 53 |
|
|
2025
Q1 | $19M | Sell |
60,858
-1,407
| -2% | -$440K | 0.49% | 43 |
|
|
2024
Q4 | $17.4M | Buy |
62,265
+5,745
| +10% | +$1.61M | 0.43% | 42 |
|
|
2024
Q3 | $17.2M | Buy |
56,520
+632
| +1% | +$192K | 0.45% | 42 |
|
|
2024
Q2 | $14.2M | Sell |
55,888
-4,441
| -7% | -$1.13M | 0.41% | 48 |
|
|
2024
Q1 | $17M | Sell |
60,329
-4,065
| -6% | -$1.15M | 0.52% | 40 |
|
|
2023
Q4 | $19.1M | Buy |
64,394
+1,289
| +2% | +$382K | 0.62% | 30 |
|
|
2023
Q3 | $16.6M | Buy |
63,105
+807
| +1% | +$213K | 0.67% | 30 |
|
|
2023
Q2 | $18.6M | Buy |
62,298
+24,592
| +65% | +$7.34M | 0.73% | 27 |
|
|
2023
Q1 | $10.5M | Buy |
37,706
+651
| +2% | +$182K | 0.6% | 32 |
|
|
2022
Q4 | $9.76M | Buy |
37,055
+4,529
| +14% | +$1.19M | 0.61% | 33 |
|
|
2022
Q3 | $7.51M | Sell |
32,526
-251
| -0.8% | -$57.9K | 0.65% | 28 |
|
|
2022
Q2 | $8.09M | Buy |
32,777
+642
| +2% | +$158K | 0.68% | 25 |
|
|
2022
Q1 | $7.95M | Sell |
32,135
-20
| -0.1% | -$4.95K | 0.56% | 33 |
|
|
2021
Q4 | $8.62M | Buy |
32,155
+772
| +2% | +$207K | 0.62% | 28 |
|
|
2021
Q3 | $7.57M | Buy |
31,383
+295
| +0.9% | +$71.1K | 0.66% | 27 |
|
|
2021
Q2 | $7.18M | Buy |
31,088
+663
| +2% | +$153K | 0.64% | 28 |
|
|
2021
Q1 | $6.82M | Buy |
30,425
+1,809
| +6% | +$406K | 0.7% | 29 |
|
|
2020
Q4 | $6.14M | Buy |
28,616
+757
| +3% | +$162K | 0.71% | 25 |
|
|
2020
Q3 | $6.12M | Buy |
27,859
+343
| +1% | +$75.3K | 0.85% | 22 |
|
|
2020
Q2 | $5.08M | Sell |
27,516
-960
| -3% | -$177K | 0.8% | 25 |
|
|
2020
Q1 | $5.23M | Buy |
28,476
+1,920
| +7% | +$353K | 0.97% | 23 |
|
|
2019
Q4 | $5.37M | Sell |
26,556
-1,425
| -5% | -$288K | 1.1% | 20 |
|
|
2019
Q3 | $5.8M | Buy |
27,981
+1,063
| +4% | +$220K | 1.36% | 14 |
|
|
2019
Q2 | $5.59M | Sell |
26,918
-40
| -0.1% | -$8.31K | 1.31% | 16 |
|
|
2019
Q1 | $5.34M | Buy |
26,958
+383
| +1% | +$75.8K | 1.24% | 19 |
|
|
2018
Q4 | $4.89M | Buy |
26,575
+1,910
| +8% | +$351K | 1.25% | 18 |
|
|
2018
Q3 | $4.13M | Sell |
24,665
-4,635
| -16% | -$775K | 1.02% | 23 |
|
|
2018
Q2 | $4.59M | Buy |
29,300
+1,618
| +6% | +$254K | 1.38% | 15 |
|
|
2018
Q1 | $4.33M | Buy |
27,682
+490
| +2% | +$76.6K | 1.59% | 13 |
|
|
2017
Q4 | $4.68M | Sell |
27,192
-1,117
| -4% | -$192K | 1.75% | 15 |
|
|
2017
Q3 | $4.44M | Sell |
28,309
-544
| -2% | -$85.2K | 1.44% | 15 |
|
|
2017
Q2 | $4.42M | Sell |
28,853
-194
| -0.7% | -$29.7K | 0.96% | 26 |
|
|
2017
Q1 | $3.77M | Sell |
29,047
-168
| -0.6% | -$21.8K | 0.8% | 32 |
|
|
2016
Q4 | $3.74M | Sell |
29,215
-1,077
| -4% | -$138K | 0.82% | 33 |
|
|
2016
Q3 | $3.5M | Buy |
30,292
+1,592
| +6% | +$184K | 0.9% | 33 |
|
|
2016
Q2 | $3.45M | Sell |
28,700
-36
| -0.1% | -$4.33K | 0.92% | 29 |
|
|
2016
Q1 | $3.61M | Hold |
28,736
| – | – | 1.13% | 26 |
|
|
2015
Q4 | $3.4M | Sell |
28,736
-367
| -1% | -$43.4K | 0.94% | 30 |
|
|
2015
Q3 | $2.87M | Sell |
29,103
-215
| -0.7% | -$21.2K | 0.85% | 24 |
|
|
2015
Q2 | $2.79M | Buy |
29,318
+236
| +0.8% | +$22.4K | 0.73% | 34 |
|
|
2015
Q1 | $2.83M | Buy |
29,082
+2,781
| +11% | +$271K | 0.78% | 33 |
|
|
2014
Q4 | $2.46M | Sell |
26,301
-1,229
| -4% | -$115K | 0.74% | 36 |
|
|
2014
Q3 | $2.61M | Sell |
27,530
-5,064
| -16% | -$480K | 0.78% | 36 |
|
|
2014
Q2 | $3.28M | Buy |
32,594
+66
| +0.2% | +$6.65K | 0.94% | 28 |
|
|
2014
Q1 | $3.19M | Buy |
32,528
+376
| +1% | +$36.9K | 1.76% | 14 |
|
|
2013
Q4 | $3.12M | Buy |
+32,152
| New | +$3.12M | 1.73% | 17 |
|