Schwarz Dygos Wheeler Investment Advisors’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 | $2.67M | Buy |
9,137
+2
| +0% | +$584 | 0.61% | 39 |
|
|
2025
Q1 | $2.85M | Sell |
9,135
-78
| -0.8% | -$24.4K | 0.68% | 33 |
|
|
2024
Q4 | $2.67M | Buy |
9,213
+176
| +2% | +$51K | 0.66% | 33 |
|
|
2024
Q3 | $2.75M | Sell |
9,037
-134
| -1% | -$40.8K | 0.69% | 32 |
|
|
2024
Q2 | $2.34M | Sell |
9,171
-115
| -1% | -$29.3K | 0.63% | 35 |
|
|
2024
Q1 | $2.62M | Sell |
9,286
-58
| -0.6% | -$16.4K | 0.73% | 32 |
|
|
2023
Q4 | $2.77M | Hold |
9,344
| – | – | 0.85% | 26 |
|
|
2023
Q3 | $2.46M | Buy |
9,344
+100
| +1% | +$26.3K | 0.83% | 27 |
|
|
2023
Q2 | $2.76M | Sell |
9,244
-227
| -2% | -$67.7K | 0.91% | 25 |
|
|
2023
Q1 | $2.65M | Buy |
9,471
+82
| +0.9% | +$22.9K | 0.96% | 28 |
|
|
2022
Q4 | $2.47M | Buy |
9,389
+1
| +0% | +$264 | 0.97% | 30 |
|
|
2022
Q3 | $2.17M | Sell |
9,388
-140
| -1% | -$32.3K | 0.96% | 27 |
|
|
2022
Q2 | $2.35M | Sell |
9,528
-187
| -2% | -$46.2K | 0.94% | 28 |
|
|
2022
Q1 | $2.4M | Sell |
9,715
-149
| -2% | -$36.8K | 0.81% | 34 |
|
|
2021
Q4 | $2.64M | Buy |
9,864
+214
| +2% | +$57.4K | 0.9% | 31 |
|
|
2021
Q3 | $2.33M | Buy |
9,650
+23
| +0.2% | +$5.55K | 0.85% | 36 |
|
|
2021
Q2 | $2.22M | Buy |
9,627
+272
| +3% | +$62.8K | 0.81% | 38 |
|
|
2021
Q1 | $2.1M | Buy |
9,355
+489
| +6% | +$110K | 0.87% | 36 |
|
|
2020
Q4 | $1.9M | Buy |
8,866
+154
| +2% | +$33K | 0.91% | 29 |
|
|
2020
Q3 | $1.91M | Sell |
8,712
-50
| -0.6% | -$11K | 1.08% | 27 |
|
|
2020
Q2 | $1.62M | Sell |
8,762
-177
| -2% | -$32.7K | 1.06% | 24 |
|
|
2020
Q1 | $1.48M | Sell |
8,939
-75
| -0.8% | -$12.4K | 1.25% | 21 |
|
|
2019
Q4 | $1.78M | Buy |
9,014
+217
| +2% | +$42.9K | 1.22% | 21 |
|
|
2019
Q3 | $1.89M | Sell |
8,797
-160
| -2% | -$34.4K | 1.5% | 19 |
|
|
2019
Q2 | $1.86M | Hold |
8,957
| – | – | 1.53% | 18 |
|
|
2019
Q1 | $1.7M | Sell |
8,957
-842
| -9% | -$160K | 1.46% | 21 |
|
|
2018
Q4 | $1.74M | Buy |
+9,799
| New | +$1.74M | 1.88% | 15 |
|