TVWM
Tower View Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.45M | Buy |
11,791
+226
| +2% | +$66K | 1.79% | 27 |
|
|
2025
Q1 | $3.61M | Sell |
11,565
-86
| -0.7% | -$26.9K | 2.1% | 23 |
|
|
2024
Q4 | $3.38M | Buy |
11,651
+188
| +2% | +$54.5K | 1.79% | 26 |
|
|
2024
Q3 | $3.49M | Buy |
11,463
+78
| +0.7% | +$23.8K | 1.91% | 22 |
|
|
2024
Q2 | $2.9M | Buy |
11,385
+237
| +2% | +$60.4K | 1.67% | 26 |
|
|
2024
Q1 | $3.14M | Buy |
11,148
+140
| +1% | +$39.5K | 1.84% | 26 |
|
|
2023
Q4 | $3.26M | Buy |
11,008
+530
| +5% | +$157K | 2.02% | 26 |
|
|
2023
Q3 | $2.76M | Buy |
10,478
+1,552
| +17% | +$409K | 1.94% | 27 |
|
|
2023
Q2 | $2.66M | Sell |
8,926
-326
| -4% | -$97.3K | 1.81% | 29 |
|
|
2023
Q1 | $2.59M | Buy |
9,252
+160
| +2% | +$44.7K | 1.74% | 28 |
|
|
2022
Q4 | $2.4M | Sell |
9,092
-36
| -0.4% | -$9.49K | 1.67% | 28 |
|
|
2022
Q3 | $2.11M | Buy |
9,128
+128
| +1% | +$29.5K | 1.6% | 28 |
|
|
2022
Q2 | $2.22M | Buy |
9,000
+111
| +1% | +$27.4K | 1.63% | 29 |
|
|
2022
Q1 | $2.2M | Buy |
8,889
+2,162
| +32% | +$535K | 1.18% | 37 |
|
|
2021
Q4 | $1.8M | Buy |
6,727
+6,483
| +2,657% | +$1.74M | 0.92% | 45 |
|
|
2021
Q3 | $59K | Buy |
244
+1
| +0.4% | +$242 | 0.03% | 96 |
|
|
2021
Q2 | $56K | Sell |
243
-34
| -12% | -$7.84K | 0.03% | 96 |
|
|
2021
Q1 | $62K | Sell |
277
-141
| -34% | -$31.6K | 0.03% | 98 |
|
|
2020
Q4 | $90K | Buy |
418
+112
| +37% | +$24.1K | 0.05% | 93 |
|
|
2020
Q3 | $67K | Buy |
306
+2
| +0.7% | +$438 | 0.04% | 85 |
|
|
2020
Q2 | $56K | Buy |
304
+2
| +0.7% | +$368 | 0.04% | 81 |
|
|
2020
Q1 | $50K | Sell |
302
-5,725
| -95% | -$948K | 0.05% | 73 |
|
|
2019
Q4 | $1.19M | Buy |
6,027
+2,891
| +92% | +$571K | 0.9% | 42 |
|
|
2019
Q3 | $673K | Buy |
3,136
+2,319
| +284% | +$498K | 0.56% | 52 |
|
|
2019
Q2 | $170K | Buy |
817
+87
| +12% | +$18.1K | 0.15% | 60 |
|
|
2019
Q1 | $139K | Buy |
730
+355
| +95% | +$67.6K | 0.12% | 62 |
|
|
2018
Q4 | $67K | Buy |
375
+64
| +21% | +$11.4K | 0.07% | 69 |
|
|
2018
Q3 | $52K | Buy |
311
+2
| +0.6% | +$334 | 0.05% | 89 |
|
|
2018
Q2 | $48K | Sell |
309
-18
| -6% | -$2.8K | 0.05% | 88 |
|
|
2018
Q1 | $51K | Buy |
327
+22
| +7% | +$3.43K | 0.05% | 86 |
|
|
2017
Q4 | $53K | Buy |
+305
| New | +$53K | 0.05% | 88 |
|