WAOTB
Wealth Advisors of Tampa Bay’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Buy |
17,697
+140
| +0.8% | +$40.9K | 1.95% | 16 |
|
|
2025
Q1 | $5.48M | Sell |
17,557
-177
| -1% | -$55.3K | 2.23% | 13 |
|
|
2024
Q4 | $5.14M | Sell |
17,734
-34
| -0.2% | -$9.86K | 2.2% | 14 |
|
|
2024
Q3 | $5.41M | Buy |
17,768
+322
| +2% | +$98.1K | 2.26% | 11 |
|
|
2024
Q2 | $4.45M | Buy |
17,446
+1,880
| +12% | +$479K | 2.07% | 13 |
|
|
2024
Q1 | $4.39M | Buy |
15,566
+40
| +0.3% | +$11.3K | 2.09% | 15 |
|
|
2023
Q4 | $4.6M | Sell |
15,526
-15,976
| -51% | -$4.74M | 2.31% | 13 |
|
|
2023
Q3 | $8.3M | Buy |
31,502
+15,718
| +100% | +$4.14M | 2.28% | 13 |
|
|
2023
Q2 | $4.71M | Sell |
15,784
-210
| -1% | -$62.7K | 2.58% | 9 |
|
|
2023
Q1 | $4.47M | Hold |
15,994
| – | – | 2.56% | 9 |
|
|
2022
Q4 | $4.21M | Buy |
15,994
+107
| +0.7% | +$28.2K | 2.61% | 11 |
|
|
2022
Q3 | $3.67M | Sell |
15,887
-13,487
| -46% | -$3.11M | 2.51% | 11 |
|
|
2022
Q2 | $7.25M | Buy |
29,374
+1,050
| +4% | +$259K | 2.24% | 14 |
|
|
2022
Q1 | $7.01M | Buy |
28,324
+3,632
| +15% | +$899K | 1.9% | 20 |
|
|
2021
Q4 | $6.62M | Buy |
24,692
+12,299
| +99% | +$3.3M | 1.62% | 23 |
|
|
2021
Q3 | $2.99M | Buy |
12,393
+17
| +0.1% | +$4.1K | 1.65% | 25 |
|
|
2021
Q2 | $2.86M | Sell |
12,376
-5
| -0% | -$1.16K | 1.59% | 27 |
|
|
2021
Q1 | $2.78M | Buy |
12,381
+1,064
| +9% | +$238K | 1.64% | 26 |
|
|
2020
Q4 | $2.43M | Buy |
+11,317
| New | +$2.43M | 1.69% | 28 |
|