TSWM
Triangle Securities Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
1,397
-2,230
| -61% | -$652K | 0.1% | 162 |
|
|
2025
Q1 | $1.13M | Sell |
3,627
-156
| -4% | -$48.7K | 0.29% | 91 |
|
|
2024
Q4 | $1.1M | Sell |
3,783
-110
| -3% | -$31.9K | 0.28% | 91 |
|
|
2024
Q3 | $1.19M | Sell |
3,893
-300
| -7% | -$91.4K | 0.31% | 83 |
|
|
2024
Q2 | $1.07M | Buy |
4,193
+554
| +15% | +$141K | 0.3% | 88 |
|
|
2024
Q1 | $1.03M | Sell |
3,639
-25
| -0.7% | -$7.05K | 0.29% | 99 |
|
|
2023
Q4 | $1.09M | Buy |
3,664
+8
| +0.2% | +$2.37K | 0.34% | 88 |
|
|
2023
Q3 | $963K | Buy |
3,656
+79
| +2% | +$20.8K | 0.34% | 80 |
|
|
2023
Q2 | $1.07M | Sell |
3,577
-40
| -1% | -$11.9K | 0.37% | 79 |
|
|
2023
Q1 | $1.01M | Sell |
3,617
-435
| -11% | -$122K | 0.36% | 84 |
|
|
2022
Q4 | $1.07M | Buy |
4,052
+81
| +2% | +$21.3K | 0.39% | 75 |
|
|
2022
Q3 | $916K | Sell |
3,971
-69
| -2% | -$15.9K | 0.37% | 78 |
|
|
2022
Q2 | $997K | Buy |
4,040
+58
| +1% | +$14.3K | 0.39% | 75 |
|
|
2022
Q1 | $985K | Sell |
3,982
-340
| -8% | -$84.1K | 0.33% | 88 |
|
|
2021
Q4 | $1.16M | Buy |
4,322
+42
| +1% | +$11.3K | 0.36% | 88 |
|
|
2021
Q3 | $1.03M | Sell |
4,280
-13
| -0.3% | -$3.14K | 0.35% | 87 |
|
|
2021
Q2 | $992K | Sell |
4,293
-62
| -1% | -$14.3K | 0.34% | 91 |
|
|
2021
Q1 | $976K | Buy |
4,355
+170
| +4% | +$38.1K | 0.35% | 90 |
|
|
2020
Q4 | $898K | Sell |
4,185
-110
| -3% | -$23.6K | 0.36% | 90 |
|
|
2020
Q3 | $943K | Sell |
4,295
-30
| -0.7% | -$6.59K | 0.43% | 74 |
|
|
2020
Q2 | $798K | Buy |
4,325
+716
| +20% | +$132K | 0.38% | 83 |
|
|
2020
Q1 | $597K | Buy |
3,609
+255
| +8% | +$42.2K | 0.34% | 89 |
|
|
2019
Q4 | $663K | Sell |
3,354
-20
| -0.6% | -$3.95K | 0.29% | 94 |
|
|
2019
Q3 | $724K | Sell |
3,374
-18
| -0.5% | -$3.86K | 0.35% | 85 |
|
|
2019
Q2 | $720K | Sell |
3,392
-302
| -8% | -$64.1K | 0.37% | 79 |
|
|
2019
Q1 | $701K | Sell |
3,694
-155
| -4% | -$29.4K | 0.37% | 80 |
|
|
2018
Q4 | $683K | Buy |
3,849
+113
| +3% | +$20.1K | 0.4% | 76 |
|
|
2018
Q3 | $625K | Buy |
3,736
+148
| +4% | +$24.8K | 0.33% | 85 |
|
|
2018
Q2 | $562K | Sell |
3,588
-177
| -5% | -$27.7K | 0.31% | 89 |
|
|
2018
Q1 | $589K | Buy |
3,765
+327
| +10% | +$51.2K | 0.34% | 84 |
|
|
2017
Q4 | $592K | Hold |
3,438
| – | – | 0.34% | 86 |
|
|
2017
Q3 | $539K | Sell |
3,438
-35
| -1% | -$5.49K | 0.32% | 82 |
|
|
2017
Q2 | $532K | Sell |
3,473
-175
| -5% | -$26.8K | 0.35% | 83 |
|
|
2017
Q1 | $473K | Sell |
3,648
-215
| -6% | -$27.9K | 0.3% | 87 |
|
|
2016
Q4 | $470K | Buy |
3,863
+800
| +26% | +$97.3K | 0.31% | 79 |
|
|
2016
Q3 | $353K | Hold |
3,063
| – | – | 0.24% | 97 |
|
|
2016
Q2 | $369K | Sell |
3,063
-340
| -10% | -$41K | 0.28% | 90 |
|
|
2016
Q1 | $428K | Hold |
3,403
| – | – | 0.28% | 90 |
|
|
2015
Q4 | $402K | Hold |
3,403
| – | – | 0.27% | 86 |
|
|
2015
Q3 | $335K | Hold |
3,403
| – | – | 0.25% | 100 |
|
|
2015
Q2 | $324K | Hold |
3,403
| – | – | 0.23% | 106 |
|
|
2015
Q1 | $332K | Hold |
3,403
| – | – | 0.23% | 104 |
|
|
2014
Q4 | $319K | Sell |
3,403
-50
| -1% | -$4.69K | 0.23% | 100 |
|
|
2014
Q3 | $327K | Hold |
3,453
| – | – | 0.25% | 93 |
|
|
2014
Q2 | $348K | Buy |
3,453
+300
| +10% | +$30.2K | 0.27% | 96 |
|
|
2014
Q1 | $314K | Sell |
3,153
-300
| -9% | -$29.9K | 0.28% | 93 |
|
|
2013
Q4 | $335K | Hold |
3,453
| – | – | 0.27% | 95 |
|
|
2013
Q3 | $332K | Sell |
3,453
-206
| -6% | -$19.8K | 0.29% | 92 |
|
|
2013
Q2 | $362K | Buy |
+3,659
| New | +$362K | 0.27% | 90 |
|