TW
Transform Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $437K | Sell |
1,399
-126
| -8% | -$39.4K | 0.03% | 182 |
|
|
2024
Q4 | $442K | Buy |
1,525
+651
| +74% | +$189K | 0.02% | 193 |
|
|
2024
Q3 | $266K | Sell |
874
-3,861
| -82% | -$1.18M | 0.02% | 191 |
|
|
2024
Q2 | $1.21M | Sell |
4,735
-239
| -5% | -$60.9K | 0.09% | 114 |
|
|
2024
Q1 | $1.4M | Sell |
4,974
-145
| -3% | -$40.9K | 0.13% | 112 |
|
|
2023
Q4 | $1.52M | Buy |
5,119
+4,238
| +481% | +$1.26M | 0.15% | 116 |
|
|
2023
Q3 | $232K | Sell |
881
-75
| -8% | -$19.8K | 0.02% | 222 |
|
|
2023
Q2 | $285K | Sell |
956
-70
| -7% | -$20.9K | 0.03% | 219 |
|
|
2023
Q1 | $287K | Buy |
1,026
+54
| +6% | +$15.1K | 0.03% | 217 |
|
|
2022
Q4 | $256K | Buy |
972
+52
| +6% | +$13.7K | 0.03% | 200 |
|
|
2022
Q3 | $212K | Hold |
920
| – | – | 0.03% | 173 |
|
|
2022
Q2 | $227K | Sell |
920
-100
| -10% | -$24.7K | 0.03% | 184 |
|
|
2022
Q1 | $252K | Hold |
1,020
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $273K | Buy |
1,020
+72
| +8% | +$19.3K | 0.03% | 194 |
|
|
2021
Q3 | $229K | Sell |
948
-38
| -4% | -$9.18K | 0.03% | 209 |
|
|
2021
Q2 | $228K | Buy |
+986
| New | +$228K | 0.03% | 213 |
|
|
2019
Q1 | – | Sell |
-1,305
| Closed | -$232K | – | 182 |
|
|
2018
Q4 | $232K | Hold |
1,305
| – | – | 0.05% | 162 |
|
|
2018
Q3 | $218K | Sell |
1,305
-1,550
| -54% | -$259K | 0.04% | 180 |
|
|
2018
Q2 | $447K | Sell |
2,855
-200
| -7% | -$31.3K | 0.08% | 160 |
|
|
2018
Q1 | $478K | Sell |
3,055
-100
| -3% | -$15.6K | 0.09% | 173 |
|
|
2017
Q4 | $543K | Hold |
3,155
| – | – | 0.1% | 182 |
|
|
2017
Q3 | $494K | Buy |
+3,155
| New | +$494K | 0.17% | 148 |
|
|
2017
Q2 | – | Sell |
-3,160
| Closed | -$410K | – | 104 |
|
|
2017
Q1 | $410K | Sell |
3,160
-80
| -2% | -$10.4K | 0.15% | 162 |
|
|
2016
Q4 | $394K | Sell |
3,240
-100
| -3% | -$12.2K | 0.16% | 163 |
|
|
2016
Q3 | $385K | Sell |
3,340
-200
| -6% | -$23.1K | 0.17% | 160 |
|
|
2016
Q2 | $426K | Buy |
+3,540
| New | +$426K | 0.18% | 153 |
|