TPWM
Twelve Points Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,661
-8
| -0.2% | -$2.34K | 0.29% | 89 |
|
|
2025
Q1 | $1.15M | Buy |
3,669
+120
| +3% | +$37.5K | 0.31% | 74 |
|
|
2024
Q4 | $1.03M | Buy |
3,549
+667
| +23% | +$193K | 0.3% | 82 |
|
|
2024
Q3 | $877K | Buy |
2,882
+174
| +6% | +$53K | 0.28% | 88 |
|
|
2024
Q2 | $690K | Buy |
2,708
+166
| +7% | +$42.3K | 0.24% | 94 |
|
|
2024
Q1 | $717K | Sell |
2,542
-3
| -0.1% | -$846 | 0.26% | 87 |
|
|
2023
Q4 | $754K | Buy |
2,545
+139
| +6% | +$41.2K | 0.36% | 80 |
|
|
2023
Q3 | $634K | Buy |
2,406
+45
| +2% | +$11.9K | 0.32% | 87 |
|
|
2023
Q2 | $705K | Buy |
2,361
+139
| +6% | +$41.5K | 0.38% | 77 |
|
|
2023
Q1 | $621K | Buy |
2,222
+151
| +7% | +$42.2K | 0.36% | 82 |
|
|
2022
Q4 | $546K | Sell |
2,071
-4
| -0.2% | -$1.05K | 0.37% | 85 |
|
|
2022
Q3 | $479K | Buy |
2,075
+31
| +2% | +$7.16K | 0.37% | 89 |
|
|
2022
Q2 | $505K | Buy |
2,044
+108
| +6% | +$26.7K | 0.39% | 91 |
|
|
2022
Q1 | $479K | Buy |
1,936
+152
| +9% | +$37.6K | 0.36% | 102 |
|
|
2021
Q4 | $478K | Buy |
+1,784
| New | +$478K | 0.39% | 90 |
|