Wealth Enhancement Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121M | Buy |
412,295
+689
| +0.2% | +$203K | 0.2% | 95 |
|
|
2025
Q1 | $129M | Sell |
411,606
-26,353
| -6% | -$8.23M | 0.25% | 78 |
|
|
2024
Q4 | $127M | Buy |
437,959
+72,296
| +20% | +$21M | 0.24% | 77 |
|
|
2024
Q3 | $111M | Sell |
365,663
-27,591
| -7% | -$8.4M | 0.24% | 80 |
|
|
2024
Q2 | $100M | Sell |
393,254
-48,080
| -11% | -$12.3M | 0.24% | 83 |
|
|
2024
Q1 | $124M | Sell |
441,334
-15,687
| -3% | -$4.42M | 0.32% | 65 |
|
|
2023
Q4 | $136M | Buy |
457,021
+15,928
| +4% | +$4.72M | 0.39% | 48 |
|
|
2023
Q3 | $116M | Buy |
441,093
+423,274
| +2,375% | +$112M | 0.38% | 55 |
|
|
2023
Q2 | $5.32M | Sell |
17,819
-44,024
| -71% | -$13.1M | 0.06% | 128 |
|
|
2023
Q1 | $17.3M | Sell |
61,843
-12,469
| -17% | -$3.49M | 0.2% | 61 |
|
|
2022
Q4 | $20.1M | Buy |
74,312
+66,149
| +810% | +$17.9M | 0.26% | 57 |
|
|
2022
Q3 | $1.9M | Sell |
8,163
-10,929
| -57% | -$2.55M | 0.03% | 175 |
|
|
2022
Q2 | $4.84M | Sell |
19,092
-10,798
| -36% | -$2.73M | 0.07% | 132 |
|
|
2022
Q1 | $7.38M | Buy |
29,890
+1,392
| +5% | +$344K | 0.1% | 103 |
|
|
2021
Q4 | $7.35M | Sell |
28,498
-5,474
| -16% | -$1.41M | 0.11% | 91 |
|
|
2021
Q3 | $8.03M | Buy |
33,972
+26,340
| +345% | +$6.23M | 0.12% | 85 |
|
|
2021
Q2 | $1.81M | Buy |
7,632
+451
| +6% | +$107K | 0.03% | 145 |
|
|
2021
Q1 | $1.67M | Buy |
7,181
+596
| +9% | +$138K | 0.03% | 148 |
|
|
2020
Q4 | $1.38M | Sell |
6,585
-2,845
| -30% | -$597K | 0.03% | 135 |
|
|
2020
Q3 | $2.13M | Sell |
9,430
-16,172
| -63% | -$3.66M | 0.06% | 114 |
|
|
2020
Q2 | $5.09M | Buy |
25,602
+22,895
| +846% | +$4.55M | 0.15% | 58 |
|
|
2020
Q1 | $503K | Buy |
+2,707
| New | +$503K | 0.02% | 186 |
|
|
2019
Q3 | – | Sell |
-11,184
| Closed | -$2.4M | – | 222 |
|
|
2019
Q2 | $2.4M | Sell |
11,184
-6,514
| -37% | -$1.4M | 0.11% | 82 |
|
|
2019
Q1 | $3.46M | Buy |
+17,698
| New | +$3.46M | 0.2% | 46 |
|
|
2018
Q4 | – | Sell |
-9,014
| Closed | -$1.6M | – | 191 |
|
|
2018
Q3 | $1.6M | Sell |
9,014
-2,263
| -20% | -$401K | 0.1% | 80 |
|
|
2018
Q2 | $1.8M | Sell |
11,277
-1,196
| -10% | -$191K | 0.11% | 74 |
|
|
2018
Q1 | $2.02M | Sell |
12,473
-1,277
| -9% | -$206K | 0.14% | 64 |
|
|
2017
Q4 | $2.39M | Sell |
13,750
-713
| -5% | -$124K | 0.17% | 68 |
|
|
2017
Q3 | $2.31M | Buy |
14,463
+8,318
| +135% | +$1.33M | 0.19% | 60 |
|
|
2017
Q2 | $956K | Sell |
6,145
-6,239
| -50% | -$971K | 0.09% | 95 |
|
|
2017
Q1 | $1.6M | Buy |
12,384
+3,791
| +44% | +$490K | 0.17% | 65 |
|
|
2016
Q4 | $1.05M | Buy |
+8,593
| New | +$1.05M | 0.13% | 87 |
|
|
2016
Q3 | – | Sell |
-12,132
| Closed | -$1.46M | – | 166 |
|
|
2016
Q2 | $1.46M | Buy |
+12,132
| New | +$1.46M | 0.26% | 57 |
|
|
2015
Q2 | – | Sell |
-14,894
| Closed | -$1.45M | – | 119 |
|
|
2015
Q1 | $1.45M | Buy |
14,894
+1,331
| +10% | +$130K | 0.56% | 33 |
|
|
2014
Q4 | $1.27M | Buy |
+13,563
| New | +$1.27M | 0.5% | 38 |
|