TLW Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,630
| Closed | -$7.2M | – | 20 |
|
|
2024
Q3 | $7.2M | Sell |
23,630
-971
| -4% | -$296K | 4.27% | 13 |
|
|
2024
Q2 | $6.27M | Buy |
24,601
+5,090
| +26% | +$1.3M | 3.91% | 13 |
|
|
2024
Q1 | $5.5M | Buy |
19,511
+377
| +2% | +$106K | 3.5% | 14 |
|
|
2023
Q4 | $5.67M | Buy |
19,134
+2,982
| +18% | +$884K | 4.04% | 14 |
|
|
2023
Q3 | $4.26M | Buy |
16,152
+6,093
| +61% | +$1.61M | 3.23% | 14 |
|
|
2023
Q2 | $3M | Sell |
10,059
-100
| -1% | -$29.8K | 2.16% | 14 |
|
|
2023
Q1 | $2.84M | Buy |
10,159
+456
| +5% | +$128K | 2.14% | 15 |
|
|
2022
Q4 | $2.56M | Buy |
9,703
+179
| +2% | +$47.2K | 2.07% | 15 |
|
|
2022
Q3 | $2.2M | Sell |
9,524
-1,486
| -13% | -$343K | 1.92% | 16 |
|
|
2022
Q2 | $2.72M | Buy |
+11,010
| New | +$2.72M | 2.12% | 15 |
|