AG
Advocate Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21M | Buy |
31,526
+301
| +1% | +$87.9K | 1.65% | 18 |
|
|
2025
Q1 | $9.75M | Buy |
31,225
+599
| +2% | +$187K | 1.78% | 13 |
|
|
2024
Q4 | $8.88M | Buy |
30,626
+1,198
| +4% | +$347K | 1.67% | 18 |
|
|
2024
Q3 | $8.96M | Buy |
29,428
+1,218
| +4% | +$371K | 1.62% | 19 |
|
|
2024
Q2 | $7.19M | Buy |
28,210
+1,187
| +4% | +$302K | 1.45% | 29 |
|
|
2024
Q1 | $7.62M | Buy |
27,023
+2,202
| +9% | +$621K | 1.51% | 24 |
|
|
2023
Q4 | $7.36M | Sell |
24,821
-351
| -1% | -$104K | 1.58% | 18 |
|
|
2023
Q3 | $6.63M | Buy |
25,172
+127
| +0.5% | +$33.5K | 1.54% | 17 |
|
|
2023
Q2 | $7.47M | Buy |
25,045
+556
| +2% | +$166K | 1.64% | 18 |
|
|
2023
Q1 | $6.85M | Buy |
24,489
+428
| +2% | +$120K | 1.5% | 23 |
|
|
2022
Q4 | $6.34M | Buy |
24,061
+1,241
| +5% | +$327K | 1.37% | 30 |
|
|
2022
Q3 | $5.27M | Buy |
22,820
+831
| +4% | +$192K | 1.3% | 32 |
|
|
2022
Q2 | $5.43M | Buy |
+21,989
| New | +$5.43M | 1.26% | 34 |
|