WAM
WNY Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,365
+454
| +9% | +$133K | 0.17% | 64 |
|
|
2025
Q1 | $1.53M | Buy |
4,911
+118
| +2% | +$36.9K | 0.18% | 68 |
|
|
2024
Q4 | $1.39M | Sell |
4,793
-448
| -9% | -$130K | 0.17% | 70 |
|
|
2024
Q3 | $1.6M | Buy |
5,241
+369
| +8% | +$112K | 0.19% | 69 |
|
|
2024
Q2 | $1.24M | Buy |
4,872
+386
| +9% | +$98.4K | 0.16% | 82 |
|
|
2024
Q1 | $1.26M | Sell |
4,486
-38
| -0.8% | -$10.7K | 0.19% | 81 |
|
|
2023
Q4 | $1.34M | Buy |
4,524
+1,025
| +29% | +$304K | 0.23% | 70 |
|
|
2023
Q3 | $922K | Buy |
3,499
+68
| +2% | +$17.9K | 0.18% | 83 |
|
|
2023
Q2 | $1.02M | Buy |
3,431
+72
| +2% | +$21.5K | 0.22% | 70 |
|
|
2023
Q1 | $939K | Buy |
3,359
+2
| +0.1% | +$559 | 0.22% | 76 |
|
|
2022
Q4 | $885K | Sell |
3,357
-20
| -0.6% | -$5.27K | 0.24% | 76 |
|
|
2022
Q3 | $777K | Sell |
3,377
-14
| -0.4% | -$3.22K | 0.28% | 73 |
|
|
2022
Q2 | $835K | Hold |
3,391
| – | – | 0.28% | 71 |
|
|
2022
Q1 | $836K | Buy |
3,391
+50
| +1% | +$12.3K | 0.26% | 76 |
|
|
2021
Q4 | $897K | Sell |
3,341
-20
| -0.6% | -$5.37K | 0.27% | 71 |
|
|
2021
Q3 | $809K | Buy |
3,361
+46
| +1% | +$11.1K | 0.28% | 73 |
|
|
2021
Q2 | $762K | Buy |
3,315
+3
| +0.1% | +$690 | 0.27% | 72 |
|
|
2021
Q1 | $739K | Sell |
3,312
-29
| -0.9% | -$6.47K | 0.3% | 61 |
|
|
2020
Q4 | $716K | Buy |
+3,341
| New | +$716K | 0.36% | 39 |
|