SVWAG
Sound View Wealth Advisors Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.76M | Sell |
23,136
-46
| -0.2% | -$13.4K | 0.5% | 51 |
|
|
2025
Q1 | $7.24M | Sell |
23,182
-1,048
| -4% | -$327K | 0.59% | 47 |
|
|
2024
Q4 | $7.02M | Sell |
24,230
-4,361
| -15% | -$1.26M | 0.57% | 45 |
|
|
2024
Q3 | $8.71M | Buy |
28,591
+2,803
| +11% | +$854K | 0.71% | 36 |
|
|
2024
Q2 | $6.57M | Buy |
25,788
+256
| +1% | +$65.2K | 0.68% | 42 |
|
|
2024
Q1 | $7.2M | Sell |
25,532
-661
| -3% | -$186K | 0.77% | 37 |
|
|
2023
Q4 | $7.77M | Sell |
26,193
-172
| -0.7% | -$51K | 0.86% | 30 |
|
|
2023
Q3 | $6.95M | Buy |
26,365
+1,037
| +4% | +$273K | 0.86% | 30 |
|
|
2023
Q2 | $7.56M | Sell |
25,328
-526
| -2% | -$157K | 0.99% | 24 |
|
|
2023
Q1 | $7.23M | Sell |
25,854
-339
| -1% | -$94.8K | 0.99% | 23 |
|
|
2022
Q4 | $7.77M | Buy |
26,193
+4,531
| +21% | +$1.34M | 0.86% | 30 |
|
|
2022
Q3 | $5M | Sell |
21,662
-265
| -1% | -$61.1K | 1.12% | 21 |
|
|
2022
Q2 | $5.41M | Sell |
21,927
-317
| -1% | -$78.3K | 1.13% | 24 |
|
|
2022
Q1 | $5.5M | Sell |
22,244
-359
| -2% | -$88.8K | 1.05% | 26 |
|
|
2021
Q4 | $6.06M | Buy |
22,603
+79
| +0.4% | +$21.2K | 1.15% | 21 |
|
|
2021
Q3 | $5.43M | Sell |
22,524
-408
| -2% | -$98.4K | 1.13% | 21 |
|
|
2021
Q2 | $5.3M | Sell |
22,932
-568
| -2% | -$131K | 1.11% | 21 |
|
|
2021
Q1 | $5.27M | Sell |
23,500
-300
| -1% | -$67.2K | 1.23% | 19 |
|
|
2020
Q4 | $5.11M | Sell |
23,800
-459
| -2% | -$98.5K | 1.25% | 20 |
|
|
2020
Q3 | $5.33M | Sell |
24,259
-626
| -3% | -$137K | 1.4% | 17 |
|
|
2020
Q2 | $4.59M | Sell |
24,885
-657
| -3% | -$121K | 1.29% | 19 |
|
|
2020
Q1 | $4.22M | Sell |
25,542
-132
| -0.5% | -$21.8K | 1.46% | 17 |
|
|
2019
Q4 | $5.07M | Sell |
25,674
-1,022
| -4% | -$202K | 1.43% | 16 |
|
|
2019
Q3 | $5.73M | Sell |
26,696
-899
| -3% | -$193K | 1.71% | 10 |
|
|
2019
Q2 | $5.73M | Buy |
+27,595
| New | +$5.73M | 1.69% | 9 |
|