Smith & Howard Wealth Management’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 | $246K | Sell |
842
-43
| -5% | -$12.6K | 0.06% | 69 |
|
|
2025
Q1 | $276K | Hold |
885
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $257K | Hold |
885
| – | – | 0.07% | 64 |
|
|
2024
Q3 | $269K | Hold |
885
| – | – | 0.08% | 67 |
|
|
2024
Q2 | $226K | Buy |
885
+4
| +0.5% | +$1.02K | 0.07% | 74 |
|
|
2024
Q1 | $248K | Hold |
881
| – | – | 0.08% | 66 |
|
|
2023
Q4 | $261K | Sell |
881
-100
| -10% | -$29.7K | 0.09% | 57 |
|
|
2023
Q3 | $258K | Buy |
981
+70
| +8% | +$18.4K | 0.09% | 61 |
|
|
2023
Q2 | $272K | Hold |
911
| – | – | 0.1% | 60 |
|
|
2023
Q1 | $255K | Hold |
911
| – | – | 0.09% | 60 |
|
|
2022
Q4 | $240K | Hold |
911
| – | – | 0.09% | 61 |
|
|
2022
Q3 | $210K | Hold |
911
| – | – | 0.09% | 63 |
|
|
2022
Q2 | $225K | Sell |
911
-60
| -6% | -$14.8K | 0.1% | 63 |
|
|
2022
Q1 | $240K | Sell |
971
-55
| -5% | -$13.6K | 0.1% | 61 |
|
|
2021
Q4 | $275K | Hold |
1,026
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $247K | Hold |
1,026
| – | – | 0.12% | 62 |
|
|
2021
Q2 | $237K | Hold |
1,026
| – | – | 0.11% | 58 |
|
|
2021
Q1 | $230K | Hold |
1,026
| – | – | 0.12% | 56 |
|
|
2020
Q4 | $220K | Hold |
1,026
| – | – | 0.12% | 60 |
|
|
2020
Q3 | $225K | Buy |
+1,026
| New | +$225K | 0.13% | 62 |
|
|
2020
Q1 | – | Sell |
-1,123
| Closed | -$222K | – | 81 |
|
|
2019
Q4 | $222K | Sell |
1,123
-67
| -6% | -$13.2K | 0.08% | 82 |
|
|
2019
Q3 | $256K | Buy |
1,190
+168
| +16% | +$36.1K | 0.1% | 60 |
|
|
2019
Q2 | $212K | Sell |
1,022
-96
| -9% | -$19.9K | 0.09% | 60 |
|
|
2019
Q1 | $212K | Buy |
+1,118
| New | +$212K | 0.1% | 56 |
|
|
2017
Q3 | – | Sell |
-2,843
| Closed | -$435K | – | 52 |
|
|
2017
Q2 | $435K | Hold |
2,843
| – | – | 0.21% | 32 |
|
|
2017
Q1 | $368K | Buy |
2,843
+495
| +21% | +$64.1K | 0.18% | 33 |
|
|
2016
Q4 | $286K | Sell |
2,348
-344
| -13% | -$41.9K | 0.15% | 37 |
|
|
2016
Q3 | $311K | Hold |
2,692
| – | – | 0.16% | 33 |
|
|
2016
Q2 | $324K | Buy |
2,692
+245
| +10% | +$29.5K | 0.16% | 37 |
|
|
2016
Q1 | $308K | Hold |
2,447
| – | – | 0.13% | 46 |
|
|
2015
Q4 | $289K | Buy |
+2,447
| New | +$289K | 0.14% | 45 |
|
|
2014
Q1 | – | Sell |
-1,788
| Closed | -$173K | – | 146 |
|
|
2013
Q4 | $173K | Buy |
1,788
+42
| +2% | +$4.06K | 0.1% | 41 |
|
|
2013
Q3 | $168K | Hold |
1,746
| – | – | 0.1% | 37 |
|
|
2013
Q2 | $173K | Buy |
+1,746
| New | +$173K | 0.11% | 40 |
|