WAP
Wealthcare Advisory Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
9,101
-340
| -4% | -$99.3K | 0.06% | 268 |
|
|
2025
Q1 | $2.95M | Buy |
9,441
+256
| +3% | +$80K | 0.08% | 219 |
|
|
2024
Q4 | $2.66M | Sell |
9,185
-529
| -5% | -$153K | 0.07% | 216 |
|
|
2024
Q3 | $2.96M | Buy |
9,714
+361
| +4% | +$110K | 0.08% | 207 |
|
|
2024
Q2 | $2.38M | Sell |
9,353
-1,512
| -14% | -$385K | 0.07% | 214 |
|
|
2024
Q1 | $3.06M | Buy |
10,865
+2,140
| +25% | +$603K | 0.1% | 171 |
|
|
2023
Q4 | $2.59M | Buy |
8,725
+285
| +3% | +$84.5K | 0.1% | 164 |
|
|
2023
Q3 | $2.22M | Buy |
8,440
+67
| +0.8% | +$17.7K | 0.1% | 158 |
|
|
2023
Q2 | $2.5M | Buy |
8,373
+102
| +1% | +$30.4K | 0.11% | 155 |
|
|
2023
Q1 | $2.31M | Buy |
8,271
+100
| +1% | +$28K | 0.1% | 164 |
|
|
2022
Q4 | $2.15M | Buy |
8,171
+666
| +9% | +$176K | 0.1% | 153 |
|
|
2022
Q3 | $1.73M | Buy |
7,505
+786
| +12% | +$181K | 0.1% | 155 |
|
|
2022
Q2 | $1.66M | Buy |
6,719
+197
| +3% | +$48.6K | 0.1% | 134 |
|
|
2022
Q1 | $1.61M | Buy |
6,522
+309
| +5% | +$76.4K | 0.1% | 123 |
|
|
2021
Q4 | $1.67M | Buy |
6,213
+137
| +2% | +$36.7K | 0.1% | 122 |
|
|
2021
Q3 | $1.47M | Buy |
6,076
+660
| +12% | +$159K | 0.1% | 136 |
|
|
2021
Q2 | $1.25M | Sell |
5,416
-128
| -2% | -$29.6K | 0.08% | 158 |
|
|
2021
Q1 | $1.24M | Buy |
5,544
+158
| +3% | +$35.4K | 0.09% | 144 |
|
|
2020
Q4 | $1.16M | Buy |
5,386
+713
| +15% | +$153K | 0.1% | 126 |
|
|
2020
Q3 | $1.03M | Buy |
4,673
+49
| +1% | +$10.8K | 0.11% | 120 |
|
|
2020
Q2 | $853K | Sell |
4,624
-1,144
| -20% | -$211K | 0.11% | 116 |
|
|
2020
Q1 | $954K | Buy |
5,768
+500
| +9% | +$82.7K | 0.14% | 94 |
|
|
2019
Q4 | $1.04M | Buy |
5,268
+14
| +0.3% | +$2.77K | 0.13% | 99 |
|
|
2019
Q3 | $1.13M | Buy |
5,254
+8
| +0.2% | +$1.72K | 0.16% | 77 |
|
|
2019
Q2 | $1.09M | Sell |
5,246
-556
| -10% | -$115K | 0.17% | 75 |
|
|
2019
Q1 | $1.1M | Sell |
5,802
-96
| -2% | -$18.2K | 0.19% | 68 |
|
|
2018
Q4 | $1.05M | Sell |
5,898
-541
| -8% | -$96K | 0.2% | 70 |
|
|
2018
Q3 | $1.08M | Buy |
6,439
+38
| +0.6% | +$6.36K | 0.2% | 71 |
|
|
2018
Q2 | $1M | Sell |
6,401
-133
| -2% | -$20.8K | 0.2% | 72 |
|
|
2018
Q1 | $1.02M | Sell |
6,534
-361
| -5% | -$56.5K | 0.23% | 59 |
|
|
2017
Q4 | $1.19M | Buy |
6,895
+332
| +5% | +$57.2K | 0.31% | 47 |
|
|
2017
Q3 | $1.03M | Buy |
6,563
+6,522
| +15,907% | +$1.02M | 0.31% | 45 |
|
|
2017
Q2 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 87 |
|