TTWM
TCV Trust & Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
14,550
-92
| -0.6% | -$26.9K | 0.37% | 64 |
|
|
2025
Q1 | $4.57M | Sell |
14,642
-43
| -0.3% | -$13.4K | 0.42% | 58 |
|
|
2024
Q4 | $4.26M | Sell |
14,685
-250
| -2% | -$72.5K | 0.39% | 59 |
|
|
2024
Q3 | $4.55M | Buy |
14,935
+270
| +2% | +$82.2K | 0.41% | 59 |
|
|
2024
Q2 | $3.74M | Sell |
14,665
-68
| -0.5% | -$17.3K | 0.36% | 61 |
|
|
2024
Q1 | $4.15M | Sell |
14,733
-124
| -0.8% | -$35K | 0.4% | 59 |
|
|
2023
Q4 | $4.41M | Sell |
14,857
-47
| -0.3% | -$13.9K | 0.44% | 57 |
|
|
2023
Q3 | $3.93M | Buy |
14,904
+160
| +1% | +$42.2K | 0.43% | 58 |
|
|
2023
Q2 | $4.4M | Sell |
14,744
-811
| -5% | -$242K | 0.47% | 57 |
|
|
2023
Q1 | $4.35M | Buy |
15,555
+372
| +2% | +$104K | 0.48% | 57 |
|
|
2022
Q4 | $4M | Buy |
15,183
+47
| +0.3% | +$12.4K | 0.45% | 60 |
|
|
2022
Q3 | $3.49M | Sell |
15,136
-480
| -3% | -$111K | 0.44% | 62 |
|
|
2022
Q2 | $3.86M | Buy |
15,616
+156
| +1% | +$38.5K | 0.46% | 63 |
|
|
2022
Q1 | $3.82M | Sell |
15,460
-185
| -1% | -$45.7K | 0.41% | 65 |
|
|
2021
Q4 | $4.19M | Sell |
15,645
-388
| -2% | -$104K | 0.42% | 65 |
|
|
2021
Q3 | $3.87M | Sell |
16,033
-24
| -0.1% | -$5.79K | 0.43% | 66 |
|
|
2021
Q2 | $3.7M | Sell |
16,057
-554
| -3% | -$128K | 0.4% | 68 |
|
|
2021
Q1 | $3.72M | Sell |
16,611
-238
| -1% | -$53.3K | 0.43% | 66 |
|
|
2020
Q4 | $3.62M | Sell |
16,849
-42
| -0.2% | -$9.01K | 0.44% | 66 |
|
|
2020
Q3 | $3.71M | Sell |
16,891
-278
| -2% | -$61K | 0.5% | 62 |
|
|
2020
Q2 | $3.17M | Sell |
17,169
-377
| -2% | -$69.5K | 0.45% | 65 |
|
|
2020
Q1 | $2.9M | Sell |
17,546
-798
| -4% | -$132K | 0.48% | 63 |
|
|
2019
Q4 | $3.63M | Sell |
18,344
-171
| -0.9% | -$33.8K | 0.44% | 65 |
|
|
2019
Q3 | $3.98M | Buy |
18,515
+830
| +5% | +$178K | 0.51% | 58 |
|
|
2019
Q2 | $3.67M | Sell |
17,685
-3
| -0% | -$623 | 0.48% | 61 |
|
|
2019
Q1 | $3.36M | Sell |
17,688
-1,008
| -5% | -$191K | 0.44% | 65 |
|
|
2018
Q4 | $3.32M | Sell |
18,696
-611
| -3% | -$109K | 0.49% | 59 |
|
|
2018
Q3 | $3.23M | Buy |
19,307
+875
| +5% | +$146K | 0.43% | 60 |
|
|
2018
Q2 | $2.89M | Buy |
18,432
+225
| +1% | +$35.3K | 0.4% | 63 |
|
|
2018
Q1 | $2.85M | Sell |
18,207
-984
| -5% | -$154K | 0.41% | 62 |
|
|
2017
Q4 | $3.3M | Sell |
19,191
-228
| -1% | -$39.2K | 0.46% | 59 |
|
|
2017
Q3 | $3.04M | Sell |
19,419
-110
| -0.6% | -$17.2K | 0.45% | 59 |
|
|
2017
Q2 | $2.99M | Sell |
19,529
-225
| -1% | -$34.5K | 0.45% | 61 |
|
|
2017
Q1 | $2.56M | Buy |
19,754
+326
| +2% | +$42.2K | 0.39% | 68 |
|
|
2016
Q4 | $2.37M | Sell |
19,428
-342
| -2% | -$41.6K | 0.38% | 66 |
|
|
2016
Q3 | $2.28M | Buy |
19,770
+353
| +2% | +$40.7K | 0.39% | 68 |
|
|
2016
Q2 | $2.34M | Buy |
19,417
+97
| +0.5% | +$11.7K | 0.41% | 69 |
|
|
2016
Q1 | $2.43M | Sell |
19,320
-450
| -2% | -$56.6K | 0.44% | 64 |
|
|
2015
Q4 | $2.34M | Sell |
19,770
-950
| -5% | -$112K | 0.41% | 66 |
|
|
2015
Q3 | $2.04M | Sell |
20,720
-1,307
| -6% | -$129K | 0.37% | 71 |
|
|
2015
Q2 | $2.09M | Buy |
22,027
+785
| +4% | +$74.6K | 0.34% | 77 |
|
|
2015
Q1 | $2.07M | Sell |
21,242
-3,338
| -14% | -$325K | 0.33% | 79 |
|
|
2014
Q4 | $2.3M | Sell |
24,580
-3,527
| -13% | -$330K | 0.38% | 74 |
|
|
2014
Q3 | $2.66M | Sell |
28,107
-12,753
| -31% | -$1.21M | 0.45% | 66 |
|
|
2014
Q2 | $4.12M | Sell |
40,860
-15,524
| -28% | -$1.56M | 0.67% | 48 |
|
|
2014
Q1 | $5.53M | Sell |
56,384
-4,749
| -8% | -$466K | 0.93% | 34 |
|
|
2013
Q4 | $5.93M | Sell |
61,133
-205
| -0.3% | -$19.9K | 1.01% | 31 |
|
|
2013
Q3 | $5.9M | Sell |
61,338
-8,998
| -13% | -$866K | 1.15% | 25 |
|
|
2013
Q2 | $6.96M | Buy |
+70,336
| New | +$6.96M | 1.42% | 17 |
|