Wealthpoint, LLC Mcdonalds Corp Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealthpoint, LLC holds 846 shares of MCD stock, worth $245,576. This represents 0.09% of its overall portfolio holdings.

Number of Shares

846

Previous 953 11.23%

Holding current value

$245,576

Previous $284,000 21.83%

% of portfolio

0.09%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$263.44 - $297.13 $28,188 - $31,792	-107 Reduced 11.23%	846 $222,000
Q2 2023 Jul 24, 2023	SELL	$281.9 - $298.41 $13,531 - $14,323	-48 Reduced 4.8%	953 $284,000
Q1 2023 Apr 20, 2023	BUY	$260.66 - $279.61 $4,952 - $5,312	19 Added 1.93%	1,001 $279,000
Q4 2022 Jan 24, 2023	SELL	$233.19 - $277.79 $13,758 - $16,389	-59 Reduced 5.67%	982 $0
Q3 2022 Oct 18, 2022	SELL	$230.74 - $266.82 $11,306 - $13,074	-49 Reduced 4.5%	1,041 $240,000
Q2 2022 Jul 18, 2022	SELL	$229.0 - $255.85 $17,404 - $19,444	-76 Reduced 6.52%	1,090 $269,000
Q1 2022 Apr 27, 2022	BUY	$222.0 - $269.69 $13,098 - $15,911	59 Added 5.33%	1,166 $288,000
Q4 2021 Feb 11, 2022	SELL	$236.42 - $268.49 $21,987 - $24,969	-93 Reduced 7.75%	1,107 $297,000
Q3 2021 Nov 01, 2021	SELL	$229.26 - $248.11 $21,550 - $23,322	-94 Reduced 7.26%	1,200 $289,000
Q2 2021 Jul 26, 2021	SELL	$225.21 - $237.11 $43,465 - $45,762	-193 Reduced 12.98%	1,294 $299,000
Q1 2021 Apr 27, 2021	SELL	$204.84 - $227.35 $34,208 - $37,967	-167 Reduced 10.1%	1,487 $333,000
Q4 2020 Feb 08, 2021	BUY	$207.76 - $229.64 $1,038 - $1,148	5 Added 0.3%	1,654 $355,000
Q3 2020 Nov 09, 2020	BUY	$183.52 - $224.81 $9,726 - $11,914	53 Added 3.32%	1,649 $362,000
Q2 2020 Aug 06, 2020	BUY	$158.17 - $202.65 $46,027 - $58,971	291 Added 22.3%	1,596 $294,000
Q1 2020 Apr 16, 2020	SELL	$137.1 - $217.46 $49,218 - $78,068	-359 Reduced 21.57%	1,305 $216,000
Q4 2019 Jan 31, 2020	BUY	$188.66 - $212.83 $6,603 - $7,449	35 Added 2.15%	1,664 $329,000
Q3 2019 Nov 14, 2019	SELL	$206.3 - $221.15 $24,962 - $26,759	-121 Reduced 6.91%	1,629 $350,000
Q2 2019 Aug 08, 2019	BUY	$188.35 - $207.66 $9,982 - $11,005	53 Added 3.12%	1,750 $363,000
Q1 2019 May 16, 2019	SELL	$173.97 - $189.9 $16,005 - $17,470	-92 Reduced 5.14%	1,697 $322,000
Q4 2018 Feb 15, 2019	BUY	$162.97 - $189.26 $291,553 - $338,586	1,789 New	1,789 $318,000

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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