Transform Wealth, LLC Mcdonalds Corp Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 874 shares of MCD stock, worth $253,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares

874

Previous 4,735 81.54%

Holding current value

$253,704

Previous $1.21 Million 77.94%

% of portfolio

0.02%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$245.82 - $304.51 $949,111 - $1.18 Million	-3,861 Reduced 81.54%	874 $266,000
Q2 2024 Jul 15, 2024	SELL	$249.37 - $280.22 $59,599 - $66,972	-239 Reduced 4.8%	4,735 $1.21 Million
Q1 2024 Apr 15, 2024	SELL	$278.58 - $300.53 $40,394 - $43,576	-145 Reduced 2.83%	4,974 $1.4 Million
Q4 2023 Jan 18, 2024	BUY	$246.19 - $296.51 $1.04 Million - $1.26 Million	4,238 Added 481.04%	5,119 $1.52 Million
Q3 2023 Oct 10, 2023	SELL	$263.44 - $297.13 $19,758 - $22,284	-75 Reduced 7.85%	881 $232,000
Q2 2023 Jul 13, 2023	SELL	$281.9 - $298.41 $19,733 - $20,888	-70 Reduced 6.82%	956 $285,000
Q1 2023 Apr 14, 2023	BUY	$260.66 - $279.61 $14,075 - $15,098	54 Added 5.56%	1,026 $286,000
Q4 2022 Jan 12, 2023	BUY	$233.19 - $277.79 $12,125 - $14,445	52 Added 5.65%	972 $0
Q2 2022 Jul 15, 2022	SELL	$229.0 - $255.85 $22,900 - $25,585	-100 Reduced 9.8%	920 $227,000
Q4 2021 Jan 26, 2022	BUY	$236.42 - $268.49 $17,022 - $19,331	72 Added 7.59%	1,020 $273,000
Q3 2021 Oct 15, 2021	SELL	$229.26 - $248.11 $8,711 - $9,428	-38 Reduced 3.85%	948 $229,000
Q2 2021 Jul 20, 2021	BUY	$225.21 - $237.11 $222,057 - $233,790	986 New	986 $228,000
Q1 2019 Apr 12, 2019	SELL	$173.97 - $189.9 $227,030 - $247,819	-1,305 Closed	0 $0
Q3 2018 Oct 25, 2018	SELL	$155.41 - $167.29 $240,885 - $259,299	-1,550 Reduced 54.29%	1,305 $218,000
Q2 2018 Aug 03, 2018	SELL	$155.94 - $169.48 $31,188 - $33,896	-200 Reduced 6.55%	2,855 $447,000
Q1 2018 May 03, 2018	SELL	$148.27 - $178.36 $14,827 - $17,836	-100 Reduced 3.17%	3,055 $478,000
Q3 2017 Oct 19, 2017	BUY	$153.35 - $161.53 $483,819 - $509,627	3,155	3,155 $494,000

Others Institutions Holding MCD

# of Institutions

3,495

Shares Held

502M

Call Options Held

9.54M

Put Options Held

8.85M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $214B
Description
McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...

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Transform Wealth, LLC Mcdonalds Corp Transaction History