WMA
Wealth Management Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,630
-9
| -0.2% | -$2.63K | 0.41% | 54 |
|
|
2025
Q1 | $1.14M | Sell |
3,639
-66
| -2% | -$20.6K | 0.49% | 47 |
|
|
2024
Q4 | $1.07M | Buy |
3,705
+72
| +2% | +$20.9K | 0.46% | 50 |
|
|
2024
Q3 | $1.11M | Sell |
3,633
-113
| -3% | -$34.4K | 0.49% | 46 |
|
|
2024
Q2 | $955K | Hold |
3,746
| – | – | 0.45% | 50 |
|
|
2024
Q1 | $955K | Buy |
3,746
+179
| +5% | +$45.6K | 0.45% | 50 |
|
|
2023
Q4 | $1.06M | Buy |
3,567
+12
| +0.3% | +$3.56K | 0.56% | 43 |
|
|
2023
Q3 | $937K | Buy |
3,555
+33
| +0.9% | +$8.7K | 0.55% | 42 |
|
|
2023
Q2 | $1.05M | Sell |
3,522
-34
| -1% | -$10.1K | 0.6% | 39 |
|
|
2023
Q1 | $994K | Sell |
3,556
-53
| -1% | -$14.8K | 0.61% | 39 |
|
|
2022
Q4 | $951K | Sell |
3,609
-801
| -18% | -$211K | 0.63% | 38 |
|
|
2022
Q3 | $1.02M | Buy |
4,410
+2
| +0% | +$461 | 0.72% | 32 |
|
|
2022
Q2 | $1.09M | Buy |
4,408
+168
| +4% | +$41.5K | 0.74% | 31 |
|
|
2022
Q1 | $1.05M | Buy |
4,240
+204
| +5% | +$50.4K | 0.59% | 37 |
|
|
2021
Q4 | $1.08M | Buy |
4,036
+1
| +0% | +$268 | 0.58% | 35 |
|
|
2021
Q3 | $973K | Buy |
4,035
+116
| +3% | +$28K | 0.57% | 39 |
|
|
2021
Q2 | $905K | Sell |
3,919
-216
| -5% | -$49.9K | 0.51% | 45 |
|
|
2021
Q1 | $927K | Buy |
4,135
+437
| +12% | +$97.9K | 0.59% | 39 |
|
|
2020
Q4 | $794K | Buy |
3,698
+1
| +0% | +$215 | 0.52% | 44 |
|
|
2020
Q3 | $811K | Sell |
3,697
-204
| -5% | -$44.8K | 0.63% | 36 |
|
|
2020
Q2 | $720K | Buy |
3,901
+2
| +0.1% | +$369 | 0.61% | 43 |
|
|
2020
Q1 | $645K | Sell |
3,899
-263
| -6% | -$43.5K | 0.65% | 37 |
|
|
2019
Q4 | $822K | Buy |
4,162
+63
| +2% | +$12.4K | 0.59% | 38 |
|
|
2019
Q3 | $880K | Buy |
4,099
+2,023
| +97% | +$434K | 0.71% | 32 |
|
|
2019
Q2 | $431K | Buy |
2,076
+365
| +21% | +$75.8K | 0.43% | 56 |
|
|
2019
Q1 | $325K | Buy |
1,711
+1
| +0.1% | +$190 | 0.35% | 65 |
|
|
2018
Q4 | $304K | Buy |
+1,710
| New | +$304K | 0.41% | 57 |
|