TWA
TCI Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
19,764
-101
| -0.5% | -$29.5K | 0.4% | 36 |
|
|
2025
Q1 | $6.21M | Buy |
19,865
+306
| +2% | +$95.6K | 0.5% | 29 |
|
|
2024
Q4 | $5.67M | Buy |
19,559
+199
| +1% | +$57.7K | 0.47% | 28 |
|
|
2024
Q3 | $5.9M | Sell |
19,360
-34
| -0.2% | -$10.4K | 0.5% | 30 |
|
|
2024
Q2 | $4.94M | Buy |
19,394
+64
| +0.3% | +$16.3K | 0.47% | 32 |
|
|
2024
Q1 | $5.45M | Sell |
19,330
-26
| -0.1% | -$7.33K | 0.54% | 29 |
|
|
2023
Q4 | $5.74M | Buy |
19,356
+146
| +0.8% | +$43.3K | 0.61% | 27 |
|
|
2023
Q3 | $5.06M | Sell |
19,210
-38
| -0.2% | -$10K | 0.65% | 25 |
|
|
2023
Q2 | $5.74M | Sell |
19,248
-88
| -0.5% | -$26.3K | 0.73% | 25 |
|
|
2023
Q1 | $5.41M | Sell |
19,336
-20
| -0.1% | -$5.59K | 0.7% | 23 |
|
|
2022
Q4 | $5.1M | Sell |
19,356
-1,940
| -9% | -$511K | 0.71% | 23 |
|
|
2022
Q3 | $4.91M | Buy |
21,296
+52
| +0.2% | +$12K | 0.8% | 17 |
|
|
2022
Q2 | $5.25M | Sell |
21,244
-32
| -0.2% | -$7.9K | 0.8% | 19 |
|
|
2022
Q1 | $5.26M | Sell |
21,276
-22
| -0.1% | -$5.44K | 0.79% | 16 |
|
|
2021
Q4 | $5.71M | Sell |
21,298
-243
| -1% | -$65.1K | 0.84% | 15 |
|
|
2021
Q3 | $5.19M | Sell |
21,541
-407
| -2% | -$98.1K | 0.79% | 16 |
|
|
2021
Q2 | $5.07M | Buy |
21,948
+422
| +2% | +$97.5K | 0.86% | 13 |
|
|
2021
Q1 | $4.83M | Sell |
21,526
-455
| -2% | -$102K | 2.05% | 7 |
|
|
2020
Q4 | $4.72M | Sell |
21,981
-2,655
| -11% | -$570K | 2.11% | 7 |
|
|
2020
Q3 | $5.41M | Sell |
24,636
-18
| -0.1% | -$3.95K | 2.14% | 7 |
|
|
2020
Q2 | $4.55M | Buy |
24,654
+94
| +0.4% | +$17.3K | 1.94% | 7 |
|
|
2020
Q1 | $4.06M | Sell |
24,560
-1,337
| -5% | -$221K | 2% | 7 |
|
|
2019
Q4 | $5.12M | Buy |
25,897
+7
| +0% | +$1.38K | 1.99% | 7 |
|
|
2019
Q3 | $5.56M | Buy |
25,890
+183
| +0.7% | +$39.3K | 2.47% | 7 |
|
|
2019
Q2 | $5.34M | Sell |
25,707
-1,032
| -4% | -$214K | 2.4% | 7 |
|
|
2019
Q1 | $5.08M | Sell |
26,739
-529
| -2% | -$100K | 2.23% | 8 |
|
|
2018
Q4 | $4.84M | Buy |
27,268
+1,005
| +4% | +$178K | 2.35% | 7 |
|
|
2018
Q3 | $4.39M | Buy |
26,263
+1,629
| +7% | +$272K | 1.84% | 10 |
|
|
2018
Q2 | $3.86M | Sell |
24,634
-622
| -2% | -$97.5K | 1.72% | 10 |
|
|
2018
Q1 | $3.95M | Buy |
25,256
+318
| +1% | +$49.7K | 1.83% | 11 |
|
|
2017
Q4 | $4.29M | Buy |
24,938
+184
| +0.7% | +$31.7K | 1.88% | 9 |
|
|
2017
Q3 | $3.88M | Buy |
24,754
+15
| +0.1% | +$2.35K | 1.9% | 9 |
|
|
2017
Q2 | $3.79M | Sell |
24,739
-486
| -2% | -$74.4K | 1.93% | 9 |
|
|
2017
Q1 | $3.27M | Sell |
25,225
-641
| -2% | -$83.1K | 1.71% | 12 |
|
|
2016
Q4 | $3.15M | Buy |
25,866
+254
| +1% | +$30.9K | 1.65% | 11 |
|
|
2016
Q3 | $2.96M | Hold |
25,612
| – | – | 1.61% | 13 |
|
|
2016
Q2 | $3.08M | Sell |
25,612
-246
| -1% | -$29.6K | 1.71% | 11 |
|
|
2016
Q1 | $3.25M | Sell |
25,858
-997
| -4% | -$125K | 1.8% | 11 |
|
|
2015
Q4 | $3.17M | Buy |
26,855
+5
| +0% | +$591 | 1.77% | 10 |
|
|
2015
Q3 | $2.65M | Buy |
26,850
+2
| +0% | +$197 | 1.59% | 11 |
|
|
2015
Q2 | $2.55M | Buy |
26,848
+280
| +1% | +$26.6K | 1.46% | 14 |
|
|
2015
Q1 | $2.59M | Buy |
26,568
+18,292
| +221% | +$1.78M | 1.62% | 13 |
|
|
2014
Q4 | $775K | Buy |
8,276
+915
| +12% | +$85.7K | 0.48% | 49 |
|
|
2014
Q3 | $698K | Sell |
7,361
-355
| -5% | -$33.7K | 0.44% | 52 |
|
|
2014
Q2 | $777K | Buy |
7,716
+355
| +5% | +$35.7K | 0.47% | 50 |
|
|
2014
Q1 | $722K | Sell |
7,361
-1,550
| -17% | -$152K | 0.47% | 49 |
|
|
2013
Q4 | $865K | Buy |
8,911
+186
| +2% | +$18.1K | 0.54% | 41 |
|
|
2013
Q3 | $839K | Buy |
8,725
+524
| +6% | +$50.4K | 0.64% | 39 |
|
|
2013
Q2 | $812K | Buy |
+8,201
| New | +$812K | 0.62% | 38 |
|