Atwood & Palmer’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $969K | Hold |
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|
2025
Q2 | $931K | Hold |
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|
2025
Q1 | $996K | Sell |
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|
2024
Q4 | $932K | Buy |
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|
2024
Q3 | $976K | Buy |
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|
2024
Q2 | $816K | Hold |
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|
2024
Q1 | $903K | Buy |
|
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|
2023
Q4 | $931K | Sell |
|
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|
2023
Q3 | $860K | Hold |
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|
2023
Q2 | $974K | Buy |
|
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|
2023
Q1 | $842K | Hold |
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|
2022
Q4 | $793K | Hold |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $863K | Buy |
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|
2021
Q3 | $748K | Hold |
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|
2021
Q2 | $717K | Hold |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $645K | Buy |
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|
2020
Q3 | $594K | Buy |
|
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|
2020
Q2 | $477K | Hold |
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|
2020
Q1 | $428K | Buy |
|
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|
2019
Q4 | $494K | Hold |
|
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|
2019
Q3 | $537K | Hold |
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|
2019
Q2 | $519K | Hold |
|
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $444K | Hold |
|
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|
2018
Q3 | $418K | Sell |
|
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|
2018
Q2 | $428K | Hold |
|
|||||
|
2018
Q1 | $427K | Hold |
|
|||||
|
2017
Q4 | $470K | Hold |
|
|||||
|
2017
Q3 | $428K | Hold |
|
|||||
|
2017
Q2 | $418K | Hold |
|
|||||
|
2017
Q1 | $354K | Sell |
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|
2016
Q4 | $339K | Hold |
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|
2016
Q3 | $321K | Buy |
|
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|
2016
Q2 | $328K | Sell |
|
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|
2016
Q1 | $349K | Sell |
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|
2015
Q4 | $358K | Hold |
|
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|
2015
Q3 | $299K | Sell |
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|
2015
Q2 | $319K | Hold |
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|||||
|
2015
Q1 | $327K | Sell |
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|
2014
Q4 | $371K | Sell |
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|
2014
Q3 | $540K | Buy |
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|
2014
Q2 | $262K | Sell |
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|
2014
Q1 | $556K | Sell |
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|
2013
Q4 | $593K | Sell |
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|
2013
Q3 | $594K | Hold |
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|
2013
Q2 | $611K | Buy |
|