TWM
Tradition Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
7,491
+601
| +9% | +$176K | 0.17% | 115 |
|
|
2025
Q1 | $2.15M | Sell |
6,890
-230
| -3% | -$71.8K | 0.19% | 105 |
|
|
2024
Q4 | $2.06M | Sell |
7,120
-318
| -4% | -$92.2K | 0.18% | 109 |
|
|
2024
Q3 | $2.27M | Buy |
7,438
+132
| +2% | +$40.2K | 0.2% | 97 |
|
|
2024
Q2 | $1.86M | Sell |
7,306
-73
| -1% | -$18.6K | 0.18% | 109 |
|
|
2024
Q1 | $2.08M | Sell |
7,379
-51
| -0.7% | -$14.4K | 0.21% | 95 |
|
|
2023
Q4 | $2.2M | Buy |
7,430
+80
| +1% | +$23.7K | 0.23% | 81 |
|
|
2023
Q3 | $1.94M | Sell |
7,350
-795
| -10% | -$209K | 0.23% | 79 |
|
|
2023
Q2 | $2.43M | Buy |
8,145
+208
| +3% | +$62.1K | 0.28% | 76 |
|
|
2023
Q1 | $2.22M | Buy |
7,937
+3,424
| +76% | +$957K | 0.28% | 74 |
|
|
2022
Q4 | $1.19M | Buy |
4,513
+215
| +5% | +$56.6K | 0.17% | 99 |
|
|
2022
Q3 | $992K | Buy |
4,298
+412
| +11% | +$95.1K | 0.15% | 107 |
|
|
2022
Q2 | $959K | Buy |
3,886
+193
| +5% | +$47.6K | 0.14% | 113 |
|
|
2022
Q1 | $913K | Buy |
3,693
+44
| +1% | +$10.9K | 0.12% | 136 |
|
|
2021
Q4 | $978K | Sell |
3,649
-178
| -5% | -$47.7K | 0.12% | 129 |
|
|
2021
Q3 | $923K | Sell |
3,827
-51
| -1% | -$12.3K | 0.13% | 126 |
|
|
2021
Q2 | $896K | Buy |
3,878
+131
| +3% | +$30.3K | 0.13% | 130 |
|
|
2021
Q1 | $840K | Sell |
3,747
-36
| -1% | -$8.07K | 0.15% | 116 |
|
|
2020
Q4 | $812K | Buy |
+3,783
| New | +$812K | 0.16% | 110 |
|