1IA
1834 Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-27,282
| Closed | -$7.69M | – | 218 |
|
|
2024
Q1 | $7.69M | Sell |
27,282
-18
| -0.1% | -$5.08K | 0.91% | 29 |
|
|
2023
Q4 | $8.09M | Hold |
27,300
| – | – | 0.97% | 26 |
|
|
2023
Q3 | $7.19M | Hold |
27,300
| – | – | 0.89% | 30 |
|
|
2023
Q2 | $8.15M | Sell |
27,300
-118
| -0.4% | -$35.2K | 0.97% | 30 |
|
|
2023
Q1 | $7.67M | Buy |
+27,418
| New | +$7.67M | 0.92% | 30 |
|
|
2022
Q3 | – | Sell |
-601
| Closed | -$148K | – | 349 |
|
|
2022
Q2 | $148K | Buy |
601
+186
| +45% | +$45.8K | 0.02% | 210 |
|
|
2022
Q1 | $103K | Sell |
415
-364
| -47% | -$90.3K | 0.01% | 214 |
|
|
2021
Q4 | $209K | Buy |
779
+12
| +2% | +$3.22K | 0.02% | 189 |
|
|
2021
Q3 | $185K | Buy |
767
+22
| +3% | +$5.31K | 0.02% | 199 |
|
|
2021
Q2 | $172K | Sell |
745
-12,789
| -94% | -$2.95M | 0.02% | 199 |
|
|
2021
Q1 | $3.03M | Buy |
13,534
+12,576
| +1,313% | +$2.82M | 0.39% | 62 |
|
|
2020
Q4 | $206K | Buy |
958
+25
| +3% | +$5.38K | 0.03% | 190 |
|
|
2020
Q3 | $205K | Sell |
933
-40
| -4% | -$8.79K | 0.03% | 183 |
|
|
2020
Q2 | $179K | Sell |
973
-1,724
| -64% | -$317K | 0.03% | 183 |
|
|
2020
Q1 | $446K | Buy |
2,697
+1,354
| +101% | +$224K | 0.08% | 120 |
|
|
2019
Q4 | $265K | Hold |
1,343
| – | – | 0.04% | 168 |
|
|
2019
Q3 | $289K | Buy |
1,343
+120
| +10% | +$25.8K | 0.04% | 161 |
|
|
2019
Q2 | $254K | Buy |
1,223
+20
| +2% | +$4.15K | 0.04% | 170 |
|
|
2019
Q1 | $229K | Hold |
1,203
| – | – | 0.03% | 182 |
|
|
2018
Q4 | $214K | Sell |
1,203
-350
| -23% | -$62.3K | 0.04% | 170 |
|
|
2018
Q3 | $260K | Hold |
1,553
| – | – | 0.04% | 170 |
|
|
2018
Q2 | $244K | Sell |
1,553
-89
| -5% | -$14K | 0.04% | 168 |
|
|
2018
Q1 | $257K | Sell |
1,642
-250
| -13% | -$39.1K | 0.04% | 160 |
|
|
2017
Q4 | $326K | Buy |
1,892
+228
| +14% | +$39.3K | 0.05% | 146 |
|
|
2017
Q3 | $261K | Sell |
1,664
-350
| -17% | -$54.9K | 0.05% | 146 |
|
|
2017
Q2 | $309K | Buy |
2,014
+100
| +5% | +$15.3K | 0.06% | 144 |
|
|
2017
Q1 | $248K | Buy |
1,914
+22
| +1% | +$2.85K | 0.05% | 169 |
|
|
2016
Q4 | $230K | Sell |
1,892
-10
| -0.5% | -$1.22K | 0.05% | 161 |
|
|
2016
Q3 | $219K | Hold |
1,902
| – | – | 0.05% | 156 |
|
|
2016
Q2 | $229K | Buy |
+1,902
| New | +$229K | 0.05% | 164 |
|
|
2014
Q4 | – | Sell |
-2,814
| Closed | -$267K | – | 156 |
|
|
2014
Q3 | $267K | Sell |
2,814
-17
| -0.6% | -$1.61K | 0.07% | 139 |
|
|
2014
Q2 | $285K | Buy |
+2,831
| New | +$285K | 0.08% | 137 |
|