RDWM
Red Door Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
6,875
+1,151
| +20% | +$336K | 0.24% | 72 |
|
|
2025
Q1 | $1.79M | Buy |
5,724
+109
| +2% | +$34K | 0.26% | 68 |
|
|
2024
Q4 | $1.63M | Buy |
5,615
+2,349
| +72% | +$681K | 0.25% | 69 |
|
|
2024
Q3 | $994K | Buy |
3,266
+105
| +3% | +$32K | 0.17% | 84 |
|
|
2024
Q2 | $805K | Sell |
3,161
-133
| -4% | -$33.9K | 0.14% | 92 |
|
|
2024
Q1 | $929K | Sell |
3,294
-40
| -1% | -$11.3K | 0.18% | 83 |
|
|
2023
Q4 | $989K | Buy |
3,334
+345
| +12% | +$102K | 0.21% | 75 |
|
|
2023
Q3 | $787K | Buy |
2,989
+265
| +10% | +$69.8K | 0.2% | 77 |
|
|
2023
Q2 | $813K | Buy |
2,724
+81
| +3% | +$24.2K | 0.18% | 87 |
|
|
2023
Q1 | $739K | Sell |
2,643
-37
| -1% | -$10.3K | 0.23% | 76 |
|
|
2022
Q4 | $706K | Buy |
2,680
+145
| +6% | +$38.2K | 0.23% | 81 |
|
|
2022
Q3 | $585K | Buy |
2,535
+123
| +5% | +$28.4K | 0.22% | 78 |
|
|
2022
Q2 | $595K | Sell |
2,412
-76
| -3% | -$18.7K | 0.22% | 80 |
|
|
2022
Q1 | $615K | Sell |
2,488
-70
| -3% | -$17.3K | 0.21% | 80 |
|
|
2021
Q4 | $685K | Buy |
2,558
+91
| +4% | +$24.4K | 0.22% | 81 |
|
|
2021
Q3 | $595K | Buy |
2,467
+15
| +0.6% | +$3.62K | 0.23% | 85 |
|
|
2021
Q2 | $566K | Buy |
2,452
+173
| +8% | +$39.9K | 0.22% | 80 |
|
|
2021
Q1 | $511K | Sell |
2,279
-2
| -0.1% | -$448 | 0.26% | 78 |
|
|
2020
Q4 | $489K | Buy |
2,281
+1
| +0% | +$214 | 0.29% | 70 |
|
|
2020
Q3 | $503K | Hold |
2,280
| – | – | 0.37% | 66 |
|
|
2020
Q2 | $420K | Sell |
2,280
-24
| -1% | -$4.42K | 0.31% | 71 |
|
|
2020
Q1 | $381K | Sell |
2,304
-74
| -3% | -$12.2K | 0.36% | 65 |
|
|
2019
Q4 | $493K | Buy |
+2,378
| New | +$493K | 0.44% | 58 |
|