VWM
Valley Wealth Managers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
12,544
+227
| +2% | +$66.3K | 0.26% | 91 |
|
|
2025
Q1 | $3.85M | Buy |
12,317
+183
| +2% | +$57.2K | 0.29% | 79 |
|
|
2024
Q4 | $3.52M | Sell |
12,134
-1,185
| -9% | -$344K | 0.26% | 82 |
|
|
2024
Q3 | $4.06M | Sell |
13,319
-204
| -2% | -$62.1K | 0.3% | 80 |
|
|
2024
Q2 | $3.45M | Sell |
13,523
-576
| -4% | -$147K | 0.27% | 90 |
|
|
2024
Q1 | $3.98M | Sell |
14,099
-1,017
| -7% | -$287K | 0.3% | 81 |
|
|
2023
Q4 | $4.48M | Sell |
15,116
-638
| -4% | -$189K | 0.35% | 68 |
|
|
2023
Q3 | $4.15M | Sell |
15,754
-463
| -3% | -$122K | 0.35% | 73 |
|
|
2023
Q2 | $4.84M | Sell |
16,217
-1,052
| -6% | -$314K | 0.43% | 50 |
|
|
2023
Q1 | $4.83M | Sell |
17,269
-303
| -2% | -$84.7K | 0.44% | 54 |
|
|
2022
Q4 | $4.63M | Sell |
17,572
-49
| -0.3% | -$12.9K | 0.43% | 62 |
|
|
2022
Q3 | $4.07M | Sell |
17,621
-147
| -0.8% | -$33.9K | 0.41% | 62 |
|
|
2022
Q2 | $4.39M | Buy |
17,768
+95
| +0.5% | +$23.5K | 0.41% | 58 |
|
|
2022
Q1 | $4.37M | Buy |
17,673
+1,284
| +8% | +$317K | 0.37% | 70 |
|
|
2021
Q4 | $4.39M | Sell |
16,389
-105
| -0.6% | -$28.2K | 0.35% | 63 |
|
|
2021
Q3 | $3.98M | Buy |
16,494
+219
| +1% | +$52.8K | 0.35% | 62 |
|
|
2021
Q2 | $3.76M | Buy |
16,275
+984
| +6% | +$227K | 0.32% | 72 |
|
|
2021
Q1 | $3.43M | Buy |
15,291
+1,655
| +12% | +$371K | 0.31% | 72 |
|
|
2020
Q4 | $2.93M | Buy |
13,636
+667
| +5% | +$143K | 0.29% | 69 |
|
|
2020
Q3 | $2.85M | Sell |
12,969
-1,433
| -10% | -$315K | 0.31% | 59 |
|
|
2020
Q2 | $2.66M | Sell |
14,402
-124
| -0.9% | -$22.9K | 0.3% | 66 |
|
|
2020
Q1 | $2.4M | Buy |
14,526
+55
| +0.4% | +$9.1K | 0.31% | 66 |
|
|
2019
Q4 | $2.86M | Buy |
14,471
+3,025
| +26% | +$598K | 0.29% | 63 |
|
|
2019
Q3 | $2.46M | Buy |
11,446
+670
| +6% | +$144K | 0.26% | 67 |
|
|
2019
Q2 | $2.24M | Buy |
10,776
+9,090
| +539% | +$1.89M | 0.24% | 74 |
|
|
2019
Q1 | $320K | Hold |
1,686
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $299K | Buy |
+1,686
| New | +$299K | 0.04% | 139 |
|
|
2017
Q1 | – | Sell |
-11
| Closed | -$1K | – | 229 |
|
|
2016
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 244 |
|
|
2015
Q4 | – | Sell |
-11,601
| Closed | -$1.14M | – | 101 |
|
|
2015
Q3 | $1.14M | Sell |
11,601
-355
| -3% | -$35K | 0.21% | 55 |
|
|
2015
Q2 | $1.14M | Sell |
11,956
-435
| -4% | -$41.4K | 0.2% | 66 |
|
|
2015
Q1 | $1.21M | Sell |
12,391
-63
| -0.5% | -$6.14K | 0.21% | 68 |
|
|
2014
Q4 | $1.17M | Buy |
12,454
+1,098
| +10% | +$103K | 0.21% | 69 |
|
|
2014
Q3 | $1.08M | Buy |
11,356
+2,695
| +31% | +$255K | 0.21% | 60 |
|
|
2014
Q2 | $873K | Sell |
8,661
-40
| -0.5% | -$4.03K | 0.17% | 77 |
|
|
2014
Q1 | $853K | Buy |
8,701
+1,135
| +15% | +$111K | 0.17% | 68 |
|
|
2013
Q4 | $734K | Buy |
7,566
+1,325
| +21% | +$129K | 0.15% | 70 |
|
|
2013
Q3 | $601K | Buy |
6,241
+244
| +4% | +$23.5K | 0.13% | 78 |
|
|
2013
Q2 | $593K | Buy |
+5,997
| New | +$593K | 0.13% | 73 |
|