WP
WealthSource Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $777K | Sell |
2,619
-39
| -1% | -$11.6K | 0.05% | 235 |
|
|
2023
Q3 | $700K | Sell |
2,658
-104
| -4% | -$27.4K | 0.05% | 242 |
|
|
2023
Q2 | $824K | Sell |
2,762
-1,360
| -33% | -$406K | 0.05% | 222 |
|
|
2023
Q1 | $1.15M | Sell |
4,122
-224
| -5% | -$62.6K | 0.08% | 179 |
|
|
2022
Q4 | $1.15M | Buy |
4,346
+19
| +0.4% | +$5.01K | 0.08% | 173 |
|
|
2022
Q3 | $998K | Sell |
4,327
-56
| -1% | -$12.9K | 0.07% | 192 |
|
|
2022
Q2 | $1.08M | Sell |
4,383
-293
| -6% | -$72.3K | 0.08% | 178 |
|
|
2022
Q1 | $1.16M | Sell |
4,676
-30
| -0.6% | -$7.42K | 0.08% | 192 |
|
|
2021
Q4 | $1.26M | Sell |
4,706
-47
| -1% | -$12.6K | 0.1% | 157 |
|
|
2021
Q3 | $1.15M | Buy |
4,753
+144
| +3% | +$34.7K | 0.1% | 154 |
|
|
2021
Q2 | $1.07M | Buy |
4,609
+691
| +18% | +$160K | 0.09% | 156 |
|
|
2021
Q1 | $878K | Buy |
3,918
+439
| +13% | +$98.4K | 0.09% | 170 |
|
|
2020
Q4 | $746K | Buy |
3,479
+1
| +0% | +$214 | 0.09% | 150 |
|
|
2020
Q3 | $763K | Hold |
3,478
| – | – | 0.1% | 136 |
|
|
2020
Q2 | $642K | Sell |
3,478
-969
| -22% | -$179K | 0.09% | 157 |
|
|
2020
Q1 | $735K | Sell |
4,447
-1,018
| -19% | -$168K | 0.12% | 130 |
|
|
2019
Q4 | $1.08M | Buy |
5,465
+923
| +20% | +$182K | 0.14% | 133 |
|
|
2019
Q3 | $975K | Buy |
4,542
+260
| +6% | +$55.8K | 0.15% | 148 |
|
|
2019
Q2 | $889K | Buy |
4,282
+872
| +26% | +$181K | 0.14% | 160 |
|
|
2019
Q1 | $648K | Sell |
3,410
-533
| -14% | -$101K | 0.15% | 129 |
|
|
2018
Q4 | $700K | Sell |
3,943
-658
| -14% | -$117K | 0.2% | 112 |
|
|
2018
Q3 | $770K | Sell |
4,601
-704
| -13% | -$118K | 0.2% | 109 |
|
|
2018
Q2 | $831K | Buy |
5,305
+60
| +1% | +$9.4K | 0.23% | 98 |
|
|
2018
Q1 | $820K | Sell |
5,245
-3,689
| -41% | -$577K | 0.25% | 98 |
|
|
2017
Q4 | $1.54M | Sell |
8,934
-570
| -6% | -$98.1K | 0.48% | 51 |
|
|
2017
Q3 | $1.49M | Sell |
9,504
-258
| -3% | -$40.4K | 0.49% | 51 |
|
|
2017
Q2 | $1.5M | Sell |
9,762
-215
| -2% | -$32.9K | 0.51% | 54 |
|
|
2017
Q1 | $1.29M | Sell |
9,977
-60
| -0.6% | -$7.78K | 0.48% | 55 |
|
|
2016
Q4 | $1.22M | Sell |
10,037
-508
| -5% | -$61.8K | 0.51% | 47 |
|
|
2016
Q3 | $1.22M | Buy |
10,545
+8,334
| +377% | +$961K | 0.44% | 56 |
|
|
2016
Q2 | $266K | Buy |
+2,211
| New | +$266K | 0.1% | 190 |
|