WWM
Willingdon Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.19M | Sell |
7,213
-382
| -5% | -$63.2K | 0.3% | 75 |
|
|
2019
Q4 | $1.5M | Sell |
7,595
-77
| -1% | -$15.2K | 0.31% | 85 |
|
|
2019
Q3 | $1.65M | Sell |
7,672
-120
| -2% | -$25.8K | 0.36% | 78 |
|
|
2019
Q2 | $1.62M | Sell |
7,792
-335
| -4% | -$69.6K | 0.38% | 77 |
|
|
2019
Q1 | $1.54M | Buy |
8,127
+93
| +1% | +$17.7K | 0.38% | 82 |
|
|
2018
Q4 | $1.43M | Sell |
8,034
-993
| -11% | -$176K | 0.41% | 88 |
|
|
2018
Q3 | $1.51M | Buy |
9,027
+103
| +1% | +$17.2K | 0.41% | 86 |
|
|
2018
Q2 | $1.4M | Buy |
8,924
+359
| +4% | +$56.2K | 0.43% | 88 |
|
|
2018
Q1 | $1.34M | Buy |
8,565
+2,270
| +36% | +$355K | 0.42% | 90 |
|
|
2017
Q4 | $1.08M | Buy |
6,295
+684
| +12% | +$118K | 0.36% | 87 |
|
|
2017
Q3 | $879K | Sell |
5,611
-2,241
| -29% | -$351K | 0.32% | 83 |
|
|
2017
Q2 | $1.2M | Buy |
7,852
+293
| +4% | +$44.9K | 0.48% | 91 |
|
|
2017
Q1 | $980K | Buy |
7,559
+849
| +13% | +$110K | 0.4% | 89 |
|
|
2016
Q4 | $817K | Sell |
6,710
-23,301
| -78% | -$2.84M | 0.39% | 87 |
|
|
2016
Q3 | $3.46M | Buy |
30,011
+2,287
| +8% | +$264K | 1.75% | 11 |
|
|
2016
Q2 | $3.34M | Buy |
27,724
+4,148
| +18% | +$499K | 1.71% | 10 |
|
|
2016
Q1 | $2.96M | Buy |
+23,576
| New | +$2.96M | 1.82% | 14 |
|
|
2015
Q2 | – | Sell |
-6,020
| Closed | -$587K | – | 94 |
|
|
2015
Q1 | $587K | Sell |
6,020
-18,055
| -75% | -$1.76M | 0.49% | 72 |
|
|
2014
Q4 | $2.26M | Buy |
24,075
+11,340
| +89% | +$1.06M | 1.42% | 28 |
|
|
2014
Q3 | $1.21M | Buy |
+12,735
| New | +$1.21M | 0.79% | 50 |
|