WA
WealthTrust Axiom’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
1,716
-230
| -12% | -$67.2K | 0.15% | 133 |
|
|
2025
Q1 | $608K | Buy |
1,946
+35
| +2% | +$10.9K | 0.19% | 112 |
|
|
2024
Q4 | $554K | Sell |
1,911
-125
| -6% | -$36.2K | 0.17% | 124 |
|
|
2024
Q3 | $620K | Hold |
2,036
| – | – | 0.18% | 113 |
|
|
2024
Q2 | $519K | Buy |
2,036
+45
| +2% | +$11.5K | 0.17% | 129 |
|
|
2024
Q1 | $561K | Hold |
1,991
| – | – | 0.18% | 122 |
|
|
2023
Q4 | $590K | Hold |
1,991
| – | – | 0.2% | 109 |
|
|
2023
Q3 | $525K | Sell |
1,991
-47
| -2% | -$12.4K | 0.19% | 112 |
|
|
2023
Q2 | $608K | Hold |
2,038
| – | – | 0.2% | 107 |
|
|
2023
Q1 | $570K | Hold |
2,038
| – | – | 0.19% | 110 |
|
|
2022
Q4 | $537K | Hold |
2,038
| – | – | 0.19% | 110 |
|
|
2022
Q3 | $470K | Hold |
2,038
| – | – | 0.18% | 114 |
|
|
2022
Q2 | $503K | Hold |
2,038
| – | – | 0.18% | 115 |
|
|
2022
Q1 | $504K | Buy |
2,038
+310
| +18% | +$76.7K | 0.16% | 130 |
|
|
2021
Q4 | $463K | Hold |
1,728
| – | – | 0.15% | 136 |
|
|
2021
Q3 | $416K | Sell |
1,728
-2
| -0.1% | -$481 | 0.14% | 140 |
|
|
2021
Q2 | $399K | Buy |
1,730
+2
| +0.1% | +$461 | 0.13% | 146 |
|
|
2021
Q1 | $387K | Hold |
1,728
| – | – | 0.13% | 139 |
|
|
2020
Q4 | $370K | Hold |
1,728
| – | – | 0.13% | 138 |
|
|
2020
Q3 | $379K | Hold |
1,728
| – | – | 0.16% | 115 |
|
|
2020
Q2 | $318K | Sell |
1,728
-150
| -8% | -$27.6K | 0.14% | 128 |
|
|
2020
Q1 | $310K | Hold |
1,878
| – | – | 0.15% | 117 |
|
|
2019
Q4 | $371K | Hold |
1,878
| – | – | 0.12% | 126 |
|
|
2019
Q3 | $403K | Sell |
1,878
-60
| -3% | -$12.9K | 0.14% | 120 |
|
|
2019
Q2 | $402K | Sell |
1,938
-25
| -1% | -$5.19K | 0.14% | 123 |
|
|
2019
Q1 | $372K | Hold |
1,963
| – | – | 0.13% | 132 |
|
|
2018
Q4 | $348K | Hold |
1,963
| – | – | 0.14% | 125 |
|
|
2018
Q3 | $328K | Sell |
1,963
-50
| -2% | -$8.36K | 0.11% | 148 |
|
|
2018
Q2 | $315K | Sell |
2,013
-50
| -2% | -$7.82K | 0.11% | 158 |
|
|
2018
Q1 | $322K | Hold |
2,063
| – | – | 0.12% | 153 |
|
|
2017
Q4 | $355K | Hold |
2,063
| – | – | 0.13% | 137 |
|
|
2017
Q3 | $323K | Sell |
2,063
-100
| -5% | -$15.7K | 0.12% | 150 |
|
|
2017
Q2 | $331K | Hold |
2,163
| – | – | 0.12% | 147 |
|
|
2017
Q1 | $280K | Sell |
2,163
-47
| -2% | -$6.08K | 0.1% | 168 |
|
|
2016
Q4 | $269K | Buy |
2,210
+3
| +0.1% | +$365 | 0.1% | 166 |
|
|
2016
Q3 | $254K | Sell |
2,207
-138
| -6% | -$15.9K | 0.09% | 166 |
|
|
2016
Q2 | $282K | Buy |
2,345
+5
| +0.2% | +$601 | 0.11% | 153 |
|
|
2016
Q1 | $294K | Sell |
2,340
-146
| -6% | -$18.3K | 0.12% | 145 |
|
|
2015
Q4 | $293K | Buy |
2,486
+5
| +0.2% | +$589 | 0.12% | 141 |
|
|
2015
Q3 | $244K | Buy |
2,481
+178
| +8% | +$17.5K | 0.1% | 157 |
|
|
2015
Q2 | $218K | Buy |
+2,303
| New | +$218K | 0.08% | 189 |
|