TWM
Torch Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.03M | Sell |
10,268
-77
| -0.7% | -$15.2K | 1.12% | 31 |
|
|
2019
Q3 | $2.22M | Buy |
10,345
+40
| +0.4% | +$8.59K | 1.32% | 27 |
|
|
2019
Q2 | $2.14M | Sell |
10,305
-50
| -0.5% | -$10.4K | 1.28% | 26 |
|
|
2019
Q1 | $1.97M | Buy |
10,355
+100
| +1% | +$19K | 1.22% | 30 |
|
|
2018
Q4 | $1.82M | Sell |
10,255
-150
| -1% | -$26.6K | 1.3% | 29 |
|
|
2018
Q3 | $1.74M | Sell |
10,405
-4,214
| -29% | -$705K | 1.04% | 38 |
|
|
2018
Q2 | $2.29M | Hold |
14,619
| – | – | 1.44% | 22 |
|
|
2018
Q1 | $2.29M | Sell |
14,619
-15
| -0.1% | -$2.35K | 1.48% | 21 |
|
|
2017
Q4 | $2.52M | Sell |
14,634
-385
| -3% | -$66.3K | 1.54% | 18 |
|
|
2017
Q3 | $2.35M | Sell |
15,019
-150
| -1% | -$23.5K | 1.54% | 19 |
|
|
2017
Q2 | $2.32M | Sell |
15,169
-200
| -1% | -$30.6K | 1.6% | 19 |
|
|
2017
Q1 | $1.99M | Hold |
15,369
| – | – | 1.33% | 26 |
|
|
2016
Q4 | $1.87M | Hold |
15,369
| – | – | 1.32% | 24 |
|
|
2016
Q3 | $1.77M | Hold |
15,369
| – | – | 1.29% | 25 |
|
|
2016
Q2 | $1.85M | Sell |
15,369
-2,475
| -14% | -$298K | 1.35% | 26 |
|
|
2016
Q1 | $2.24M | Hold |
17,844
| – | – | 1.69% | 15 |
|
|
2015
Q4 | $2.11M | Hold |
17,844
| – | – | 1.54% | 20 |
|
|
2015
Q3 | $1.76M | Sell |
17,844
-180
| -1% | -$17.7K | 1.35% | 26 |
|
|
2015
Q2 | $1.71M | Hold |
18,024
| – | – | 1.19% | 32 |
|
|
2015
Q1 | $1.76M | Sell |
18,024
-1,400
| -7% | -$136K | 1.36% | 26 |
|
|
2014
Q4 | $1.82M | Hold |
19,424
| – | – | 1.4% | 28 |
|
|
2014
Q3 | $1.84M | Sell |
19,424
-1,300
| -6% | -$123K | 1.35% | 30 |
|
|
2014
Q2 | $2.09M | Hold |
20,724
| – | – | 1.42% | 23 |
|
|
2014
Q1 | $2.03M | Buy |
20,724
+1,100
| +6% | +$108K | 1.47% | 22 |
|
|
2013
Q4 | $1.9M | Buy |
+19,624
| New | +$1.9M | 1.45% | 22 |
|