SSW
Smith Shellnut Wilson’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
5,139
-128
| -2% | -$37.4K | 0.65% | 35 |
|
|
2025
Q1 | $1.65M | Buy |
5,267
+51
| +1% | +$15.9K | 0.75% | 30 |
|
|
2024
Q4 | $1.51M | Sell |
5,216
-6
| -0.1% | -$1.74K | 0.67% | 33 |
|
|
2024
Q3 | $1.59M | Hold |
5,222
| – | – | 0.72% | 31 |
|
|
2024
Q2 | $1.33M | Hold |
5,222
| – | – | 0.65% | 33 |
|
|
2024
Q1 | $1.47M | Sell |
5,222
-212
| -4% | -$59.8K | 0.78% | 29 |
|
|
2023
Q4 | $1.61M | Sell |
5,434
-374
| -6% | -$111K | 0.92% | 25 |
|
|
2023
Q3 | $1.53M | Sell |
5,808
-7
| -0.1% | -$1.84K | 0.94% | 25 |
|
|
2023
Q2 | $1.74M | Sell |
5,815
-133
| -2% | -$39.7K | 0.98% | 25 |
|
|
2023
Q1 | $1.66M | Sell |
5,948
-144
| -2% | -$40.3K | 1.01% | 24 |
|
|
2022
Q4 | $1.61M | Sell |
6,092
-2
| -0% | -$527 | 0.99% | 25 |
|
|
2022
Q3 | $1.41M | Buy |
6,094
+70
| +1% | +$16.2K | 0.93% | 25 |
|
|
2022
Q2 | $1.49M | Sell |
6,024
-181
| -3% | -$44.7K | 0.92% | 25 |
|
|
2022
Q1 | $1.53M | Sell |
6,205
-3
| -0% | -$742 | 0.8% | 27 |
|
|
2021
Q4 | $1.66M | Buy |
6,208
+347
| +6% | +$93K | 0.82% | 26 |
|
|
2021
Q3 | $1.41M | Buy |
5,861
+297
| +5% | +$71.6K | 0.82% | 27 |
|
|
2021
Q2 | $1.29M | Buy |
5,564
+100
| +2% | +$23.1K | 0.75% | 33 |
|
|
2021
Q1 | $1.23M | Sell |
5,464
-75
| -1% | -$16.8K | 0.75% | 32 |
|
|
2020
Q4 | $1.19M | Sell |
5,539
-381
| -6% | -$81.8K | 0.71% | 33 |
|
|
2020
Q3 | $1.3K | Sell |
5,920
-443
| -7% | -$97 | 0.49% | 33 |
|
|
2020
Q2 | $1.17M | Sell |
6,363
-42
| -0.7% | -$7.75K | 0.84% | 27 |
|
|
2020
Q1 | $1.06M | Sell |
6,405
-486
| -7% | -$80.4K | 0.89% | 28 |
|
|
2019
Q4 | $1.36M | Buy |
6,891
+4,294
| +165% | +$849K | 0.91% | 28 |
|
|
2019
Q3 | $558K | Buy |
2,597
+169
| +7% | +$36.3K | 0.41% | 46 |
|
|
2019
Q2 | $504K | Sell |
2,428
-45
| -2% | -$9.34K | 0.38% | 46 |
|
|
2019
Q1 | $470K | Buy |
2,473
+26
| +1% | +$4.94K | 0.37% | 53 |
|
|
2018
Q4 | $435K | Sell |
2,447
-26
| -1% | -$4.62K | 0.47% | 43 |
|
|
2018
Q3 | $414K | Buy |
+2,473
| New | +$414K | 0.37% | 45 |
|
|
2018
Q1 | $387K | Buy |
2,473
+264
| +12% | +$41.3K | 0.33% | 50 |
|
|
2017
Q4 | $380K | Sell |
2,209
-273
| -11% | -$47K | 0.32% | 62 |
|
|
2017
Q3 | $389K | Buy |
2,482
+470
| +23% | +$73.7K | 0.34% | 62 |
|
|
2017
Q2 | $242K | Sell |
2,012
-259
| -11% | -$31.2K | 0.25% | 109 |
|
|
2017
Q1 | $294K | Buy |
2,271
+310
| +16% | +$40.1K | 0.27% | 91 |
|
|
2016
Q4 | $239K | Buy |
+1,961
| New | +$239K | 0.23% | 109 |
|