WSTAM
Wilbanks Smith & Thomas Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.08M | Sell |
7,359
-190
| -3% | -$53.6K | 0.06% | 164 |
|
|
2023
Q4 | $2.24M | Buy |
7,549
+4
| +0.1% | +$1.19K | 0.07% | 156 |
|
|
2023
Q3 | $1.99M | Buy |
7,545
+245
| +3% | +$64.5K | 0.07% | 156 |
|
|
2023
Q2 | $2.18M | Sell |
7,300
-170
| -2% | -$50.7K | 0.07% | 155 |
|
|
2023
Q1 | $2.09M | Buy |
7,470
+261
| +4% | +$73K | 0.07% | 154 |
|
|
2022
Q4 | $1.9M | Buy |
7,209
+350
| +5% | +$92.2K | 0.07% | 166 |
|
|
2022
Q3 | $1.58M | Sell |
6,859
-148
| -2% | -$34.2K | 0.07% | 169 |
|
|
2022
Q2 | $1.73M | Buy |
7,007
+229
| +3% | +$56.5K | 0.07% | 169 |
|
|
2022
Q1 | $1.67M | Sell |
6,778
-15
| -0.2% | -$3.69K | 0.07% | 174 |
|
|
2021
Q4 | $1.82M | Sell |
6,793
-29
| -0.4% | -$7.77K | 0.06% | 175 |
|
|
2021
Q3 | $1.65M | Sell |
6,822
-288
| -4% | -$69.4K | 0.06% | 170 |
|
|
2021
Q2 | $1.64M | Buy |
7,110
+47
| +0.7% | +$10.9K | 0.06% | 175 |
|
|
2021
Q1 | $1.58M | Buy |
7,063
+695
| +11% | +$156K | 0.07% | 170 |
|
|
2020
Q4 | $1.37M | Sell |
6,368
-274
| -4% | -$58.8K | 0.06% | 168 |
|
|
2020
Q3 | $1.46M | Sell |
6,642
-6
| -0.1% | -$1.32K | 0.08% | 155 |
|
|
2020
Q2 | $1.23M | Sell |
6,648
-93
| -1% | -$17.2K | 0.07% | 152 |
|
|
2020
Q1 | $1.12M | Buy |
6,741
+2,149
| +47% | +$355K | 0.08% | 149 |
|
|
2019
Q4 | $907K | Sell |
4,592
-332
| -7% | -$65.6K | 0.05% | 182 |
|
|
2019
Q3 | $1.06M | Sell |
4,924
-78
| -2% | -$16.7K | 0.07% | 168 |
|
|
2019
Q2 | $1.04M | Sell |
5,002
-400
| -7% | -$83.1K | 0.07% | 166 |
|
|
2019
Q1 | $1.03M | Sell |
5,402
-2
| -0% | -$380 | 0.07% | 166 |
|
|
2018
Q4 | $960K | Sell |
5,404
-3
| -0.1% | -$533 | 0.07% | 147 |
|
|
2018
Q3 | $905K | Buy |
5,407
+155
| +3% | +$25.9K | 0.05% | 176 |
|
|
2018
Q2 | $823K | Sell |
5,252
-15
| -0.3% | -$2.35K | 0.07% | 150 |
|
|
2018
Q1 | $824K | Sell |
5,267
-562
| -10% | -$87.9K | 0.07% | 150 |
|
|
2017
Q4 | $1M | Sell |
5,829
-354
| -6% | -$60.9K | 0.08% | 142 |
|
|
2017
Q3 | $969K | Buy |
6,183
+588
| +11% | +$92.2K | 0.08% | 142 |
|
|
2017
Q2 | $857K | Sell |
5,595
-842
| -13% | -$129K | 0.08% | 144 |
|
|
2017
Q1 | $834K | Buy |
6,437
+353
| +6% | +$45.7K | 0.07% | 144 |
|
|
2016
Q4 | $741K | Buy |
6,084
+50
| +0.8% | +$6.09K | 0.07% | 145 |
|
|
2016
Q3 | $696K | Buy |
6,034
+31
| +0.5% | +$3.58K | 0.06% | 147 |
|
|
2016
Q2 | $722K | Sell |
6,003
-118
| -2% | -$14.2K | 0.08% | 149 |
|
|
2016
Q1 | $769K | Sell |
6,121
-200
| -3% | -$25.1K | 0.09% | 139 |
|
|
2015
Q4 | $747K | Buy |
6,321
+254
| +4% | +$30K | 0.07% | 136 |
|
|
2015
Q3 | $598K | Buy |
6,067
+70
| +1% | +$6.9K | 0.08% | 135 |
|
|
2015
Q2 | $570K | Sell |
5,997
-1,489
| -20% | -$142K | 0.06% | 167 |
|
|
2015
Q1 | $729K | Sell |
7,486
-1,924
| -20% | -$187K | 0.07% | 142 |
|
|
2014
Q4 | $882K | Sell |
9,410
-16
| -0.2% | -$1.5K | 0.09% | 134 |
|
|
2014
Q3 | $894K | Sell |
9,426
-777
| -8% | -$73.7K | 0.1% | 123 |
|
|
2014
Q2 | $1.03M | Buy |
10,203
+245
| +2% | +$24.7K | 0.11% | 112 |
|
|
2014
Q1 | $976K | Buy |
9,958
+203
| +2% | +$19.9K | 0.11% | 114 |
|
|
2013
Q4 | $947K | Sell |
9,755
-1,006
| -9% | -$97.7K | 0.11% | 118 |
|
|
2013
Q3 | $1.04M | Buy |
10,761
+542
| +5% | +$52.1K | 0.14% | 109 |
|
|
2013
Q2 | $1.01M | Buy |
+10,219
| New | +$1.01M | 0.16% | 98 |
|