SWM
Stockman Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
2,027
+63
| +3% | +$18.4K | 0.08% | 94 |
|
|
2025
Q1 | $613K | Buy |
1,964
+34
| +2% | +$10.6K | 0.09% | 88 |
|
|
2024
Q4 | $559K | Sell |
1,930
-5
| -0.3% | -$1.45K | 0.09% | 91 |
|
|
2024
Q3 | $589K | Sell |
1,935
-348
| -15% | -$106K | 0.09% | 92 |
|
|
2024
Q2 | $582K | Buy |
2,283
+109
| +5% | +$27.8K | 0.1% | 91 |
|
|
2024
Q1 | $613K | Sell |
2,174
-93
| -4% | -$26.2K | 0.11% | 90 |
|
|
2023
Q4 | $672K | Buy |
2,267
+118
| +5% | +$35K | 0.13% | 79 |
|
|
2023
Q3 | $566K | Buy |
2,149
+10
| +0.5% | +$2.63K | 0.12% | 89 |
|
|
2023
Q2 | $638K | Sell |
2,139
-205
| -9% | -$61.2K | 0.14% | 90 |
|
|
2023
Q1 | $655K | Sell |
2,344
-388
| -14% | -$108K | 0.15% | 88 |
|
|
2022
Q4 | $720K | Sell |
2,732
-15
| -0.5% | -$3.95K | 0.17% | 87 |
|
|
2022
Q3 | $634K | Sell |
2,747
-222
| -7% | -$51.2K | 0.17% | 79 |
|
|
2022
Q2 | $733K | Buy |
2,969
+25
| +0.8% | +$6.17K | 0.19% | 74 |
|
|
2022
Q1 | $728K | Buy |
2,944
+90
| +3% | +$22.3K | 0.15% | 82 |
|
|
2021
Q4 | $765K | Buy |
2,854
+3
| +0.1% | +$804 | 0.16% | 82 |
|
|
2021
Q3 | $688K | Buy |
2,851
+62
| +2% | +$15K | 0.15% | 86 |
|
|
2021
Q2 | $644K | Sell |
2,789
-76
| -3% | -$17.5K | 0.15% | 93 |
|
|
2021
Q1 | $642K | Sell |
2,865
-117
| -4% | -$26.2K | 0.18% | 88 |
|
|
2020
Q4 | $640K | Buy |
2,982
+239
| +9% | +$51.3K | 0.2% | 81 |
|
|
2020
Q3 | $602K | Buy |
2,743
+46
| +2% | +$10.1K | 0.22% | 77 |
|
|
2020
Q2 | $498K | Sell |
2,697
-42
| -2% | -$7.76K | 0.19% | 91 |
|
|
2020
Q1 | $453K | Sell |
2,739
-1,021
| -27% | -$169K | 0.2% | 82 |
|
|
2019
Q4 | $743K | Buy |
3,760
+656
| +21% | +$130K | 0.26% | 71 |
|
|
2019
Q3 | $666K | Buy |
3,104
+3
| +0.1% | +$644 | 0.26% | 73 |
|
|
2019
Q2 | $644K | Sell |
3,101
-98
| -3% | -$20.4K | 0.26% | 72 |
|
|
2019
Q1 | $608K | Sell |
3,199
-148
| -4% | -$28.1K | 0.27% | 69 |
|
|
2018
Q4 | $594K | Sell |
3,347
-307
| -8% | -$54.5K | 0.28% | 70 |
|
|
2018
Q3 | $611K | Buy |
3,654
+77
| +2% | +$12.9K | 0.26% | 72 |
|
|
2018
Q2 | $560K | Sell |
3,577
-4
| -0.1% | -$626 | 0.26% | 75 |
|
|
2018
Q1 | $560K | Sell |
3,581
-83
| -2% | -$13K | 0.26% | 75 |
|
|
2017
Q4 | $631K | Sell |
3,664
-734
| -17% | -$126K | 0.28% | 71 |
|
|
2017
Q3 | $689K | Buy |
4,398
+1,588
| +57% | +$249K | 0.33% | 69 |
|
|
2017
Q2 | $430K | Sell |
2,810
-1,094
| -28% | -$167K | 0.43% | 71 |
|
|
2017
Q1 | $506K | Sell |
3,904
-427
| -10% | -$55.3K | 0.29% | 75 |
|
|
2016
Q4 | $527K | Sell |
4,331
-245
| -5% | -$29.8K | 0.32% | 69 |
|
|
2016
Q3 | $528K | Buy |
4,576
+1,576
| +53% | +$182K | 0.33% | 67 |
|
|
2016
Q2 | $361K | Sell |
3,000
-198
| -6% | -$23.8K | 0.28% | 58 |
|
|
2016
Q1 | $402K | Sell |
3,198
-1,747
| -35% | -$220K | 0.32% | 58 |
|
|
2015
Q4 | $584K | Sell |
4,945
-41
| -0.8% | -$4.84K | 0.47% | 54 |
|
|
2015
Q3 | $491K | Sell |
4,986
-2,739
| -35% | -$270K | 0.42% | 58 |
|
|
2015
Q2 | $734K | Sell |
7,725
-2,235
| -22% | -$212K | 0.62% | 52 |
|
|
2015
Q1 | $971K | Sell |
9,960
-250
| -2% | -$24.4K | 0.83% | 48 |
|
|
2014
Q4 | $957K | Buy |
+10,210
| New | +$957K | 0.82% | 51 |
|