Addison Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Buy |
2,026
+223
| +12% | +$65.2K | 0.15% | 110 |
|
|
2025
Q1 | $563K | Buy |
1,803
+2
| +0.1% | +$625 | 0.15% | 97 |
|
|
2024
Q4 | $522K | Sell |
1,801
-9
| -0.5% | -$2.61K | 0.15% | 101 |
|
|
2024
Q3 | $551K | Buy |
1,810
+75
| +4% | +$22.8K | 0.15% | 107 |
|
|
2024
Q2 | $442K | Sell |
1,735
-82
| -5% | -$20.9K | 0.14% | 113 |
|
|
2024
Q1 | $512K | Buy |
1,817
+44
| +2% | +$12.4K | 0.18% | 96 |
|
|
2023
Q4 | $526K | Buy |
1,773
+137
| +8% | +$40.6K | 0.2% | 84 |
|
|
2023
Q3 | $431K | Buy |
1,636
+79
| +5% | +$20.8K | 0.2% | 87 |
|
|
2023
Q2 | $465K | Buy |
1,557
+39
| +3% | +$11.6K | 0.23% | 83 |
|
|
2023
Q1 | $424K | Sell |
1,518
-2
| -0.1% | -$559 | 0.24% | 82 |
|
|
2022
Q4 | $401K | Sell |
1,520
-423
| -22% | -$111K | 0.24% | 84 |
|
|
2022
Q3 | $448K | Buy |
1,943
+355
| +22% | +$81.9K | 0.28% | 71 |
|
|
2022
Q2 | $392K | Sell |
1,588
-116
| -7% | -$28.6K | 0.24% | 83 |
|
|
2022
Q1 | $421K | Buy |
1,704
+705
| +71% | +$174K | 0.23% | 84 |
|
|
2021
Q4 | $268K | Buy |
999
+245
| +32% | +$65.7K | 0.17% | 97 |
|
|
2021
Q3 | $182K | Buy |
754
+4
| +0.5% | +$966 | 0.15% | 81 |
|
|
2021
Q2 | $173K | Buy |
+750
| New | +$173K | 0.14% | 88 |
|
|
2020
Q4 | $161K | Buy |
+750
| New | +$161K | 0.15% | 93 |
|