WWM
Western Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
18,225
+143
| +0.8% | +$41.8K | 0.32% | 63 |
|
|
2025
Q1 | $5.65M | Sell |
18,082
-15
| -0.1% | -$4.69K | 0.37% | 52 |
|
|
2024
Q4 | $5.25M | Sell |
18,097
-1,903
| -10% | -$552K | 0.34% | 57 |
|
|
2024
Q3 | $6.09M | Buy |
20,000
+3,103
| +18% | +$945K | 0.35% | 55 |
|
|
2024
Q2 | $4.31M | Sell |
16,897
-2,411
| -12% | -$614K | 0.32% | 63 |
|
|
2024
Q1 | $5.44M | Buy |
19,308
+3,729
| +24% | +$1.05M | 0.42% | 50 |
|
|
2023
Q4 | $4.62M | Buy |
15,579
+81
| +0.5% | +$24K | 0.33% | 61 |
|
|
2023
Q3 | $4.08M | Sell |
15,498
-531
| -3% | -$140K | 0.35% | 58 |
|
|
2023
Q2 | $4.78M | Sell |
16,029
-74
| -0.5% | -$22.1K | 0.41% | 46 |
|
|
2023
Q1 | $4.5M | Buy |
16,103
+511
| +3% | +$143K | 0.42% | 48 |
|
|
2022
Q4 | $4.11M | Sell |
15,592
-12,684
| -45% | -$3.34M | 0.42% | 50 |
|
|
2022
Q3 | $6.6M | Buy |
28,276
+4,259
| +18% | +$995K | 0.38% | 51 |
|
|
2022
Q2 | $5.93M | Sell |
24,017
-3,059
| -11% | -$755K | 0.34% | 63 |
|
|
2022
Q1 | $6.7M | Buy |
27,076
+13,035
| +93% | +$3.22M | 0.33% | 65 |
|
|
2021
Q4 | $3.76M | Buy |
+14,041
| New | +$3.76M | 0.37% | 52 |
|
|
2021
Q2 | $3.34M | Buy |
14,469
+1,279
| +10% | +$295K | 0.34% | 63 |
|
|
2021
Q1 | $2.96M | Buy |
13,190
+601
| +5% | +$135K | 0.4% | 54 |
|
|
2020
Q4 | $2.7M | Buy |
12,589
+1,375
| +12% | +$295K | 0.4% | 53 |
|
|
2020
Q3 | $2.46M | Buy |
11,214
+250
| +2% | +$54.9K | 0.4% | 47 |
|
|
2020
Q2 | $2.02M | Buy |
10,964
+1,732
| +19% | +$320K | 0.37% | 57 |
|
|
2020
Q1 | $1.52M | Buy |
9,232
+342
| +4% | +$56.4K | 0.35% | 67 |
|
|
2019
Q4 | $1.76M | Sell |
8,890
-846
| -9% | -$167K | 0.27% | 87 |
|
|
2019
Q3 | $2.09M | Sell |
9,736
-111
| -1% | -$23.8K | 0.43% | 52 |
|
|
2019
Q2 | $2.05M | Sell |
9,847
-354
| -3% | -$73.6K | 0.27% | 79 |
|
|
2019
Q1 | $1.94M | Buy |
10,201
+118
| +1% | +$22.4K | 0.43% | 51 |
|
|
2018
Q4 | $1.79M | Buy |
+10,083
| New | +$1.79M | 0.48% | 41 |
|