THWM
Taylor Hoffman Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.07M | Hold |
4,294
| – | – | 0.44% | 49 |
|
|
2024
Q1 | $1.21M | Sell |
4,294
-236
| -5% | -$66.5K | 0.51% | 43 |
|
|
2023
Q4 | $1.34M | Hold |
4,530
| – | – | 0.61% | 40 |
|
|
2023
Q3 | $1.19M | Buy |
4,530
+70
| +2% | +$18.4K | 0.61% | 40 |
|
|
2023
Q2 | $1.33M | Hold |
4,460
| – | – | 0.67% | 41 |
|
|
2023
Q1 | $1.25M | Buy |
4,460
+166
| +4% | +$46.4K | 0.68% | 42 |
|
|
2022
Q4 | $1.13M | Sell |
4,294
-449
| -9% | -$118K | 0.69% | 46 |
|
|
2022
Q3 | $1.09M | Hold |
4,743
| – | – | 0.57% | 58 |
|
|
2022
Q2 | $1.2M | Hold |
4,743
| – | – | 0.59% | 57 |
|
|
2022
Q1 | $1.17M | Hold |
4,743
| – | – | 0.47% | 65 |
|
|
2021
Q4 | $1.27M | Sell |
4,743
-206
| -4% | -$55.2K | 0.48% | 62 |
|
|
2021
Q3 | $1.2M | Sell |
4,949
-200
| -4% | -$48.6K | 0.52% | 64 |
|
|
2021
Q2 | $1.19M | Sell |
5,149
-21
| -0.4% | -$4.85K | 0.51% | 65 |
|
|
2021
Q1 | $1.16M | Buy |
5,170
+31
| +0.6% | +$6.95K | 0.53% | 64 |
|
|
2020
Q4 | $1.1M | Hold |
5,139
| – | – | 0.56% | 62 |
|
|
2020
Q3 | $1.13M | Hold |
5,139
| – | – | 0.66% | 55 |
|
|
2020
Q2 | $948K | Buy |
+5,139
| New | +$948K | 0.59% | 64 |
|
|
2020
Q1 | – | Sell |
-5,215
| Closed | -$1.03M | – | 263 |
|
|
2019
Q4 | $1.03M | Hold |
5,215
| – | – | 0.66% | 49 |
|
|
2019
Q3 | $1.12M | Buy |
5,215
+4,001
| +330% | +$859K | 0.8% | 42 |
|
|
2019
Q2 | $252K | Sell |
1,214
-4,000
| -77% | -$830K | 0.2% | 102 |
|
|
2019
Q1 | $990K | Hold |
5,214
| – | – | 0.73% | 41 |
|
|
2018
Q4 | $926K | Hold |
5,214
| – | – | 0.83% | 41 |
|
|
2018
Q3 | $872K | Buy |
5,214
+144
| +3% | +$24.1K | 0.69% | 44 |
|
|
2018
Q2 | $794K | Hold |
5,070
| – | – | 0.69% | 43 |
|
|
2018
Q1 | $793K | Buy |
5,070
+775
| +18% | +$121K | 0.73% | 44 |
|
|
2017
Q4 | $739K | Buy |
+4,295
| New | +$739K | 0.71% | 42 |
|