RWP
RWA Wealth Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4M | Sell |
111,034
-1,347
| -1% | -$394K | 0.41% | 40 |
|
|
2025
Q1 | $35.1M | Sell |
112,381
-1,632
| -1% | -$510K | 0.44% | 37 |
|
|
2024
Q4 | $33.1M | Buy |
114,013
+2,714
| +2% | +$787K | 0.41% | 42 |
|
|
2024
Q3 | $33.9M | Buy |
111,299
+1,032
| +0.9% | +$314K | 0.42% | 40 |
|
|
2024
Q2 | $28.1M | Sell |
110,267
-12,082
| -10% | -$3.08M | 0.37% | 44 |
|
|
2024
Q1 | $34.5M | Sell |
122,349
-46,819
| -28% | -$13.2M | 0.46% | 35 |
|
|
2023
Q4 | $50.2M | Buy |
169,168
+121,599
| +256% | +$36.1M | 0.72% | 19 |
|
|
2023
Q3 | $12.5M | Buy |
47,569
+1,645
| +4% | +$433K | 0.27% | 37 |
|
|
2023
Q2 | $13.7M | Buy |
45,924
+10,231
| +29% | +$3.05M | 0.3% | 35 |
|
|
2023
Q1 | $9.98M | Buy |
35,693
+941
| +3% | +$263K | 0.24% | 39 |
|
|
2022
Q4 | $9.34M | Buy |
34,752
+994
| +3% | +$267K | 0.23% | 40 |
|
|
2022
Q3 | $7.79M | Buy |
33,758
+698
| +2% | +$161K | 0.55% | 41 |
|
|
2022
Q2 | $8.16M | Buy |
33,060
+1,271
| +4% | +$314K | 0.55% | 40 |
|
|
2022
Q1 | $7.86M | Buy |
31,789
+523
| +2% | +$129K | 0.51% | 54 |
|
|
2021
Q4 | $8.38M | Buy |
31,266
+663
| +2% | +$178K | 0.56% | 50 |
|
|
2021
Q3 | $7.38M | Buy |
30,603
+289
| +1% | +$69.7K | 0.55% | 56 |
|
|
2021
Q2 | $7M | Buy |
30,314
+1,643
| +6% | +$380K | 0.52% | 56 |
|
|
2021
Q1 | $6.43M | Buy |
28,671
+6,069
| +27% | +$1.36M | 0.52% | 56 |
|
|
2020
Q4 | $4.85M | Buy |
22,602
+526
| +2% | +$113K | 0.43% | 62 |
|
|
2020
Q3 | $4.85M | Sell |
22,076
-584
| -3% | -$128K | 0.51% | 51 |
|
|
2020
Q2 | $4.18M | Buy |
22,660
+824
| +4% | +$152K | 0.51% | 53 |
|
|
2020
Q1 | $3.61M | Sell |
21,836
-493
| -2% | -$81.5K | 0.51% | 48 |
|
|
2019
Q4 | $4.41M | Buy |
22,329
+328
| +1% | +$64.8K | 0.44% | 55 |
|
|
2019
Q3 | $4.72M | Buy |
22,001
+2
| +0% | +$429 | 0.5% | 49 |
|
|
2019
Q2 | $4.57M | Buy |
21,999
+367
| +2% | +$76.2K | 0.49% | 50 |
|
|
2019
Q1 | $4.11M | Buy |
21,632
+796
| +4% | +$151K | 0.47% | 53 |
|
|
2018
Q4 | $3.7M | Buy |
20,836
+1,176
| +6% | +$209K | 0.49% | 55 |
|
|
2018
Q3 | $3.29M | Buy |
19,660
+15,334
| +354% | +$2.57M | 0.37% | 65 |
|
|
2018
Q2 | $678K | Buy |
4,326
+1,214
| +39% | +$190K | 0.08% | 140 |
|
|
2018
Q1 | $487K | Sell |
3,112
-4,182
| -57% | -$654K | 0.06% | 140 |
|
|
2017
Q4 | $1.26M | Hold |
7,294
| – | – | 0.14% | 110 |
|
|
2017
Q3 | $1.14M | Buy |
7,294
+2,122
| +41% | +$333K | 0.13% | 111 |
|
|
2017
Q2 | $792K | Sell |
5,172
-782
| -13% | -$120K | 0.1% | 109 |
|
|
2017
Q1 | $772K | Buy |
+5,954
| New | +$772K | 0.1% | 105 |
|