WCG
Weaver Consulting Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
802
+6
| +0.8% | +$1.75K | 0.06% | 218 |
|
|
2025
Q1 | $248K | Buy |
796
+63
| +9% | +$19.7K | 0.07% | 197 |
|
|
2024
Q4 | $212K | Buy |
733
+4
| +0.5% | +$1.16K | 0.07% | 204 |
|
|
2024
Q3 | $222K | Sell |
729
-100
| -12% | -$30.4K | 0.07% | 202 |
|
|
2024
Q2 | $211K | Hold |
829
| – | – | 0.07% | 191 |
|
|
2024
Q1 | $234K | Buy |
829
+99
| +14% | +$27.9K | 0.09% | 178 |
|
|
2023
Q4 | $216K | Sell |
730
-84
| -10% | -$24.9K | 0.09% | 180 |
|
|
2023
Q3 | $214K | Buy |
814
+6
| +0.7% | +$1.58K | 0.1% | 165 |
|
|
2023
Q2 | $241K | Sell |
808
-19
| -2% | -$5.67K | 0.11% | 154 |
|
|
2023
Q1 | $231K | Buy |
827
+66
| +9% | +$18.4K | 0.11% | 158 |
|
|
2022
Q4 | $200K | Buy |
+761
| New | +$200K | 0.1% | 169 |
|
|
2022
Q3 | – | Sell |
-821
| Closed | -$203K | – | 170 |
|
|
2022
Q2 | $203K | Buy |
+821
| New | +$203K | 0.11% | 161 |
|
|
2022
Q1 | – | Sell |
-1,101
| Closed | -$295K | – | 172 |
|
|
2021
Q4 | $295K | Buy |
1,101
+200
| +22% | +$53.6K | 0.14% | 128 |
|
|
2021
Q3 | $217K | Buy |
901
+23
| +3% | +$5.54K | 0.12% | 135 |
|
|
2021
Q2 | $203K | Sell |
878
-25
| -3% | -$5.78K | 0.11% | 141 |
|
|
2021
Q1 | $202K | Buy |
+903
| New | +$202K | 0.12% | 133 |
|
|
2020
Q4 | – | Sell |
-903
| Closed | -$198K | – | 584 |
|
|
2020
Q3 | $198K | Sell |
903
-130
| -13% | -$28.5K | 0.11% | 123 |
|
|
2020
Q2 | $191K | Buy |
1,033
+229
| +28% | +$42.3K | 0.11% | 127 |
|
|
2020
Q1 | $133K | Sell |
804
-175
| -18% | -$28.9K | 0.09% | 135 |
|
|
2019
Q4 | $210K | Buy |
979
+40
| +4% | +$8.58K | 0.11% | 109 |
|
|
2019
Q3 | $199K | Hold |
939
| – | – | 0.11% | 106 |
|
|
2019
Q2 | $195K | Buy |
+939
| New | +$195K | 0.11% | 103 |
|