SWMP
Signature Wealth Management Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
870
+5
| +0.6% | +$1.46K | 0.15% | 95 |
|
|
2025
Q1 | $270K | Hold |
865
| – | – | 0.18% | 87 |
|
|
2024
Q4 | $251K | Hold |
865
| – | – | 0.17% | 90 |
|
|
2024
Q3 | $263K | Hold |
865
| – | – | 0.19% | 86 |
|
|
2024
Q2 | $220K | Hold |
865
| – | – | 0.17% | 95 |
|
|
2024
Q1 | $244K | Sell |
865
-56
| -6% | -$15.8K | 0.2% | 86 |
|
|
2023
Q4 | $273K | Hold |
921
| – | – | 0.24% | 82 |
|
|
2023
Q3 | $243K | Sell |
921
-67
| -7% | -$17.7K | 0.24% | 82 |
|
|
2023
Q2 | $295K | Sell |
988
-269
| -21% | -$80.3K | 0.27% | 71 |
|
|
2023
Q1 | $351K | Hold |
1,257
| – | – | 0.33% | 68 |
|
|
2022
Q4 | $331K | Hold |
1,257
| – | – | 0.33% | 71 |
|
|
2022
Q3 | $290K | Hold |
1,257
| – | – | 0.32% | 72 |
|
|
2022
Q2 | $310K | Hold |
1,257
| – | – | 0.32% | 74 |
|
|
2022
Q1 | $311K | Sell |
1,257
-127
| -9% | -$31.4K | 0.27% | 79 |
|
|
2021
Q4 | $371K | Sell |
1,384
-4
| -0.3% | -$1.07K | 0.31% | 71 |
|
|
2021
Q3 | $335K | Buy |
1,388
+120
| +9% | +$29K | 0.3% | 74 |
|
|
2021
Q2 | $293K | Hold |
1,268
| – | – | 0.27% | 82 |
|
|
2021
Q1 | $284K | Buy |
1,268
+257
| +25% | +$57.6K | 0.27% | 78 |
|
|
2020
Q4 | $217K | Buy |
+1,011
| New | +$217K | 0.22% | 87 |
|