SSWM
Sheets Smith Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,604
+35
| +1% | +$10.2K | 0.12% | 157 |
|
|
2025
Q1 | $1.11M | Sell |
3,569
-33
| -0.9% | -$10.3K | 0.14% | 144 |
|
|
2024
Q4 | $1.04M | Buy |
3,602
+23
| +0.6% | +$6.67K | 0.13% | 153 |
|
|
2024
Q3 | $1.09M | Sell |
3,579
-498
| -12% | -$152K | 0.13% | 148 |
|
|
2024
Q2 | $1.04M | Buy |
4,077
+2
| +0% | +$510 | 0.12% | 157 |
|
|
2024
Q1 | $1.15M | Buy |
4,075
+10
| +0.2% | +$2.82K | 0.13% | 153 |
|
|
2023
Q4 | $1.21M | Buy |
4,065
+101
| +3% | +$29.9K | 0.17% | 122 |
|
|
2023
Q3 | $1.04M | Sell |
3,964
-23
| -0.6% | -$6.06K | 0.16% | 133 |
|
|
2023
Q2 | $1.19M | Buy |
3,987
+2
| +0.1% | +$597 | 0.17% | 121 |
|
|
2023
Q1 | $1.11M | Buy |
3,985
+2
| +0.1% | +$559 | 0.17% | 119 |
|
|
2022
Q4 | $1.05M | Buy |
3,983
+79
| +2% | +$20.8K | 0.16% | 122 |
|
|
2022
Q3 | $901K | Sell |
3,904
-29
| -0.7% | -$6.69K | 0.15% | 136 |
|
|
2022
Q2 | $971K | Sell |
3,933
-198
| -5% | -$48.9K | 0.16% | 130 |
|
|
2022
Q1 | $1.02M | Sell |
4,131
-108
| -3% | -$26.7K | 0.14% | 139 |
|
|
2021
Q4 | $1.14M | Sell |
4,239
-46
| -1% | -$12.3K | 0.14% | 142 |
|
|
2021
Q3 | $1.03M | Sell |
4,285
-147
| -3% | -$35.4K | 0.14% | 144 |
|
|
2021
Q2 | $1.02M | Sell |
4,432
-1
| -0% | -$231 | 0.14% | 147 |
|
|
2021
Q1 | $994K | Buy |
4,433
+87
| +2% | +$19.5K | 0.15% | 144 |
|
|
2020
Q4 | $933K | Sell |
4,346
-154
| -3% | -$33.1K | 0.14% | 140 |
|
|
2020
Q3 | $988K | Sell |
4,500
-73
| -2% | -$16K | 0.17% | 117 |
|
|
2020
Q2 | $844K | Sell |
4,573
-226
| -5% | -$41.7K | 0.17% | 118 |
|
|
2020
Q1 | $794K | Buy |
4,799
+1,032
| +27% | +$171K | 0.17% | 127 |
|
|
2019
Q4 | $744K | Sell |
3,767
-260
| -6% | -$51.4K | 0.14% | 154 |
|
|
2019
Q3 | $865K | Sell |
4,027
-680
| -14% | -$146K | 0.18% | 137 |
|
|
2019
Q2 | $977K | Sell |
4,707
-131
| -3% | -$27.2K | 0.2% | 125 |
|
|
2019
Q1 | $919K | Sell |
4,838
-41
| -0.8% | -$7.79K | 0.2% | 132 |
|
|
2018
Q4 | $866K | Buy |
4,879
+10
| +0.2% | +$1.78K | 0.23% | 112 |
|
|
2018
Q3 | $814K | Sell |
4,869
-1,713
| -26% | -$286K | 0.17% | 150 |
|
|
2018
Q2 | $1.03M | Buy |
6,582
+11
| +0.2% | +$1.72K | 0.24% | 102 |
|
|
2018
Q1 | $1.03M | Buy |
6,571
+11
| +0.2% | +$1.72K | 0.25% | 109 |
|
|
2017
Q4 | $1.13M | Buy |
6,560
+10
| +0.2% | +$1.72K | 0.27% | 107 |
|
|
2017
Q3 | $1.03M | Buy |
6,550
+61
| +0.9% | +$9.56K | 0.26% | 105 |
|
|
2017
Q2 | $994K | Buy |
6,489
+10
| +0.2% | +$1.53K | 0.26% | 108 |
|
|
2017
Q1 | $840K | Sell |
6,479
-28
| -0.4% | -$3.63K | 0.22% | 128 |
|
|
2016
Q4 | $792K | Sell |
6,507
-266
| -4% | -$32.4K | 0.22% | 126 |
|
|
2016
Q3 | $781K | Buy |
6,773
+15
| +0.2% | +$1.73K | 0.22% | 141 |
|
|
2016
Q2 | $813K | Sell |
6,758
-186
| -3% | -$22.4K | 0.24% | 142 |
|
|
2016
Q1 | $873K | Sell |
6,944
-19
| -0.3% | -$2.39K | 0.27% | 105 |
|
|
2015
Q4 | $823K | Buy |
6,963
+16
| +0.2% | +$1.89K | 0.25% | 112 |
|
|
2015
Q3 | $685K | Buy |
6,947
+17
| +0.2% | +$1.68K | 0.23% | 117 |
|
|
2015
Q2 | $659K | Sell |
6,930
-256
| -4% | -$24.3K | 0.18% | 144 |
|
|
2015
Q1 | $700K | Buy |
7,186
+17
| +0.2% | +$1.66K | 0.19% | 148 |
|
|
2014
Q4 | $672K | Buy |
7,169
+271
| +4% | +$25.4K | 0.18% | 158 |
|
|
2014
Q3 | $654K | Buy |
6,898
+112
| +2% | +$10.6K | 0.18% | 153 |
|
|
2014
Q2 | $684K | Buy |
6,786
+140
| +2% | +$14.1K | 0.18% | 163 |
|
|
2014
Q1 | $652K | Buy |
6,646
+145
| +2% | +$14.2K | 0.18% | 154 |
|
|
2013
Q4 | $631K | Buy |
6,501
+102
| +2% | +$9.9K | 0.17% | 154 |
|
|
2013
Q3 | $616K | Sell |
6,399
-248
| -4% | -$23.9K | 0.2% | 144 |
|
|
2013
Q2 | $658K | Buy |
+6,647
| New | +$658K | 0.22% | 125 |
|