TWMP
Taylor Wealth Management Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.37M | Sell |
17,718
-1,308
| -7% | -$323K | 2.48% | 15 |
|
|
2022
Q1 | $4.71M | Sell |
19,026
-222
| -1% | -$54.9K | 1.9% | 23 |
|
|
2021
Q4 | $5.16M | Buy |
19,248
+1,438
| +8% | +$385K | 1.82% | 24 |
|
|
2021
Q3 | $4.29M | Buy |
17,810
+2,010
| +13% | +$485K | 1.53% | 26 |
|
|
2021
Q2 | $3.65M | Buy |
15,800
+387
| +3% | +$89.4K | 1.29% | 32 |
|
|
2021
Q1 | $3.46M | Sell |
15,413
-103
| -0.7% | -$23.1K | 1.26% | 32 |
|
|
2020
Q4 | $3.33M | Sell |
15,516
-384
| -2% | -$82.4K | 1.28% | 29 |
|
|
2020
Q3 | $3.49M | Buy |
15,900
+269
| +2% | +$59K | 1.6% | 24 |
|
|
2020
Q2 | $2.88M | Buy |
15,631
+1,717
| +12% | +$317K | 1.46% | 26 |
|
|
2020
Q1 | $2.3M | Sell |
13,914
-9,084
| -39% | -$1.5M | 1.41% | 27 |
|
|
2019
Q4 | $4.55M | Sell |
22,998
-9,121
| -28% | -$1.8M | 2.09% | 21 |
|
|
2019
Q3 | $6.9M | Buy |
32,119
+427
| +1% | +$91.7K | 3.22% | 12 |
|
|
2019
Q2 | $6.58M | Buy |
31,692
+315
| +1% | +$65.4K | 3.07% | 13 |
|
|
2019
Q1 | $5.96M | Sell |
31,377
-1,040
| -3% | -$197K | 2.97% | 13 |
|
|
2018
Q4 | $5.76M | Sell |
32,417
-825
| -2% | -$146K | 3.32% | 13 |
|
|
2018
Q3 | $5.56M | Sell |
33,242
-710
| -2% | -$119K | 2.36% | 15 |
|
|
2018
Q2 | $5.32M | Sell |
33,952
-352
| -1% | -$55.2K | 2.37% | 16 |
|
|
2018
Q1 | $5.36M | Buy |
34,304
+19,572
| +133% | +$3.06M | 2.58% | 16 |
|
|
2017
Q4 | $2.54M | Buy |
14,732
+14,444
| +5,015% | +$2.49M | 1.08% | 34 |
|
|
2017
Q3 | $45K | Hold |
288
| – | – | 0.02% | 101 |
|
|
2017
Q2 | $44K | Hold |
288
| – | – | 0.02% | 103 |
|
|
2017
Q1 | $37K | Hold |
288
| – | – | 0.02% | 108 |
|
|
2016
Q4 | $35K | Sell |
288
-10
| -3% | -$1.22K | 0.02% | 109 |
|
|
2016
Q3 | $34K | Hold |
298
| – | – | 0.02% | 97 |
|
|
2016
Q2 | $36K | Buy |
298
+13
| +5% | +$1.57K | 0.01% | 95 |
|
|
2016
Q1 | $36K | Buy |
+285
| New | +$36K | 0.02% | 90 |
|