ADE LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-826
| Closed | -$239K | – | 81 |
|
|
2024
Q4 | $239K | Buy |
826
+1
| +0.1% | +$290 | 0.15% | 71 |
|
|
2024
Q3 | $251K | Buy |
825
+2
| +0.2% | +$609 | 0.15% | 72 |
|
|
2024
Q2 | $210K | Buy |
823
+67
| +9% | +$17.1K | 0.14% | 78 |
|
|
2024
Q1 | $213K | Buy |
756
+3
| +0.4% | +$846 | 0.14% | 77 |
|
|
2023
Q4 | $223K | Buy |
+753
| New | +$223K | 0.15% | 77 |
|
|
2023
Q3 | – | Sell |
-757
| Closed | -$226K | – | 81 |
|
|
2023
Q2 | $226K | Buy |
757
+2
| +0.3% | +$597 | 0.16% | 75 |
|
|
2023
Q1 | $211K | Buy |
+755
| New | +$211K | 0.15% | 78 |
|
|
2022
Q1 | – | Sell |
-791
| Closed | -$212K | – | 79 |
|
|
2021
Q4 | $212K | Hold |
791
| – | – | 0.18% | 79 |
|
|
2021
Q3 | $191K | Hold |
791
| – | – | 0.17% | 73 |
|
|
2021
Q2 | $183K | Buy |
791
+362
| +84% | +$83.8K | 0.17% | 77 |
|
|
2021
Q1 | $96K | Hold |
429
| – | – | 0.1% | 96 |
|
|
2020
Q4 | $92K | Buy |
+429
| New | +$92K | 0.07% | 126 |
|