SFWA
Summit Financial Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,130
| Closed | -$335K | – | 138 |
|
|
2023
Q4 | $335K | Buy |
1,130
+1
| +0.1% | +$296 | 0.08% | 95 |
|
|
2023
Q3 | $303K | Hold |
1,129
| – | – | 0.07% | 95 |
|
|
2023
Q2 | $337K | Sell |
1,129
-42
| -4% | -$12.5K | 0.08% | 94 |
|
|
2023
Q1 | $327K | Hold |
1,171
| – | – | 0.08% | 102 |
|
|
2022
Q4 | $309K | Hold |
1,171
| – | – | 0.07% | 106 |
|
|
2022
Q3 | $310K | Sell |
1,171
-229
| -16% | -$60.6K | 0.09% | 97 |
|
|
2022
Q2 | $351K | Buy |
1,400
+271
| +24% | +$67.9K | 0.08% | 99 |
|
|
2022
Q1 | $279K | Hold |
1,129
| – | – | 0.06% | 108 |
|
|
2021
Q4 | $303K | Sell |
1,129
-43
| -4% | -$11.5K | 0.06% | 108 |
|
|
2021
Q3 | $283K | Hold |
1,172
| – | – | 0.06% | 105 |
|
|
2021
Q2 | $271K | Hold |
1,172
| – | – | 0.06% | 103 |
|
|
2021
Q1 | $251K | Sell |
1,172
-108
| -8% | -$23.1K | 0.06% | 93 |
|
|
2020
Q4 | $281K | Sell |
1,280
-50
| -4% | -$11K | 0.08% | 87 |
|
|
2020
Q3 | $283K | Sell |
1,330
-25
| -2% | -$5.32K | 0.08% | 93 |
|
|
2020
Q2 | $252K | Sell |
1,355
-1,051
| -44% | -$195K | 0.07% | 102 |
|
|
2020
Q1 | $426K | Sell |
2,406
-281
| -10% | -$49.8K | 0.13% | 76 |
|
|
2019
Q4 | $562K | Sell |
2,687
-320
| -11% | -$66.9K | 0.14% | 82 |
|
|
2019
Q3 | $629K | Buy |
3,007
+50
| +2% | +$10.5K | 0.15% | 85 |
|
|
2019
Q2 | $614K | Hold |
2,957
| – | – | 0.15% | 92 |
|
|
2019
Q1 | $557K | Sell |
2,957
-284
| -9% | -$53.5K | 0.15% | 84 |
|
|
2018
Q4 | $576K | Buy |
3,241
+32
| +1% | +$5.69K | 0.19% | 74 |
|
|
2018
Q3 | $525K | Sell |
3,209
-1,480
| -32% | -$242K | 0.16% | 81 |
|
|
2018
Q2 | $733K | Hold |
4,689
| – | – | 0.25% | 72 |
|
|
2018
Q1 | $733K | Sell |
4,689
-442
| -9% | -$69.1K | 0.24% | 73 |
|
|
2017
Q4 | $883K | Sell |
5,131
-314
| -6% | -$54K | 0.3% | 69 |
|
|
2017
Q3 | $853K | Sell |
5,445
-1,693
| -24% | -$265K | 0.31% | 68 |
|
|
2017
Q2 | $1.09M | Sell |
7,138
-799
| -10% | -$122K | 0.43% | 60 |
|
|
2017
Q1 | $1.03M | Sell |
7,937
-651
| -8% | -$84.4K | 0.45% | 58 |
|
|
2016
Q4 | $1.05M | Sell |
8,588
-577
| -6% | -$70.2K | 0.46% | 58 |
|
|
2016
Q3 | $1.06M | Buy |
9,165
+554
| +6% | +$63.9K | 0.46% | 55 |
|
|
2016
Q2 | $1.04M | Sell |
8,611
-1,711
| -17% | -$206K | 0.43% | 57 |
|
|
2016
Q1 | $1.3M | Buy |
10,322
+152
| +1% | +$19.1K | 0.57% | 45 |
|
|
2015
Q4 | $1.2M | Buy |
+10,170
| New | +$1.2M | 0.55% | 46 |
|