Robertson Stephens Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.79M | Sell |
9,560
-496
| -5% | -$145K | 0.09% | 149 |
|
|
2025
Q1 | $3.14M | Sell |
10,056
-408
| -4% | -$127K | 0.11% | 152 |
|
|
2024
Q4 | $3.03M | Buy |
10,464
+88
| +0.8% | +$25.5K | 0.11% | 158 |
|
|
2024
Q3 | $3.16M | Buy |
10,376
+261
| +3% | +$79.5K | 0.11% | 149 |
|
|
2024
Q2 | $2.58M | Sell |
10,115
-199
| -2% | -$50.7K | 0.13% | 126 |
|
|
2024
Q1 | $2.91M | Sell |
10,314
-4,625
| -31% | -$1.3M | 0.15% | 112 |
|
|
2023
Q4 | $4.43M | Sell |
14,939
-8,757
| -37% | -$2.6M | 0.27% | 62 |
|
|
2023
Q3 | $6.24M | Buy |
23,696
+7,711
| +48% | +$2.03M | 0.42% | 46 |
|
|
2023
Q2 | $4.77M | Sell |
15,985
-9,159
| -36% | -$2.73M | 0.34% | 66 |
|
|
2023
Q1 | $7.03M | Buy |
25,144
+18,157
| +260% | +$5.08M | 0.54% | 37 |
|
|
2022
Q4 | $1.84M | Buy |
6,987
+19
| +0.3% | +$5.01K | 0.18% | 114 |
|
|
2022
Q3 | $1.61M | Buy |
6,968
+2
| +0% | +$461 | 0.17% | 107 |
|
|
2022
Q2 | $1.72M | Buy |
6,966
+35
| +0.5% | +$8.64K | 0.16% | 112 |
|
|
2022
Q1 | $1.71M | Buy |
6,931
+1,366
| +25% | +$338K | 0.14% | 128 |
|
|
2021
Q4 | $1.49M | Buy |
5,565
+686
| +14% | +$184K | 0.13% | 138 |
|
|
2021
Q3 | $1.18M | Sell |
4,879
-77
| -2% | -$18.6K | 0.13% | 101 |
|
|
2021
Q2 | $1.14M | Sell |
4,956
-911
| -16% | -$210K | 0.14% | 111 |
|
|
2021
Q1 | $1.32M | Buy |
5,867
+3,362
| +134% | +$754K | 0.21% | 85 |
|
|
2020
Q4 | $537K | Hold |
2,505
| – | – | 0.11% | 132 |
|
|
2020
Q3 | $549K | Buy |
2,505
+781
| +45% | +$171K | 0.13% | 124 |
|
|
2020
Q2 | $318K | Sell |
1,724
-1,000
| -37% | -$184K | 0.09% | 138 |
|
|
2020
Q1 | $450K | Buy |
2,724
+975
| +56% | +$161K | 0.15% | 110 |
|
|
2019
Q4 | $345K | Buy |
1,749
+349
| +25% | +$68.8K | 0.17% | 81 |
|
|
2019
Q3 | $301K | Buy |
+1,400
| New | +$301K | 0.15% | 94 |
|