AP
Atwood & Palmer’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Hold |
3,188
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $996K | Sell |
3,188
-26
| -0.8% | -$8.12K | 0.07% | 85 |
|
|
2024
Q4 | $932K | Buy |
3,214
+10
| +0.3% | +$2.9K | 0.06% | 86 |
|
|
2024
Q3 | $976K | Buy |
3,204
+1
| +0% | +$305 | 0.07% | 84 |
|
|
2024
Q2 | $816K | Hold |
3,203
| – | – | 0.06% | 85 |
|
|
2024
Q1 | $903K | Buy |
3,203
+63
| +2% | +$17.8K | 0.07% | 82 |
|
|
2023
Q4 | $931K | Sell |
3,140
-125
| -4% | -$37.1K | 0.08% | 83 |
|
|
2023
Q3 | $860K | Hold |
3,265
| – | – | 0.08% | 86 |
|
|
2023
Q2 | $974K | Buy |
3,265
+255
| +8% | +$76.1K | 0.09% | 88 |
|
|
2023
Q1 | $842K | Hold |
3,010
| – | – | 0.08% | 84 |
|
|
2022
Q4 | $793K | Hold |
3,010
| – | – | 0.07% | 98 |
|
|
2022
Q3 | $695K | Hold |
3,010
| – | – | 0.07% | 94 |
|
|
2022
Q2 | $743K | Sell |
3,010
-123
| -4% | -$30.4K | 0.07% | 89 |
|
|
2022
Q1 | $775K | Sell |
3,133
-88
| -3% | -$21.8K | 0.07% | 88 |
|
|
2021
Q4 | $863K | Buy |
3,221
+118
| +4% | +$31.6K | 0.07% | 89 |
|
|
2021
Q3 | $748K | Hold |
3,103
| – | – | 0.07% | 89 |
|
|
2021
Q2 | $717K | Hold |
3,103
| – | – | 0.06% | 89 |
|
|
2021
Q1 | $696K | Buy |
3,103
+95
| +3% | +$21.3K | 0.07% | 89 |
|
|
2020
Q4 | $645K | Buy |
3,008
+300
| +11% | +$64.3K | 0.07% | 89 |
|
|
2020
Q3 | $594K | Buy |
2,708
+120
| +5% | +$26.3K | 0.07% | 82 |
|
|
2020
Q2 | $477K | Hold |
2,588
| – | – | 0.06% | 84 |
|
|
2020
Q1 | $428K | Buy |
2,588
+88
| +4% | +$14.6K | 0.07% | 87 |
|
|
2019
Q4 | $494K | Hold |
2,500
| – | – | 0.06% | 86 |
|
|
2019
Q3 | $537K | Hold |
2,500
| – | – | 0.07% | 85 |
|
|
2019
Q2 | $519K | Hold |
2,500
| – | – | 0.07% | 89 |
|
|
2019
Q1 | $475K | Hold |
2,500
| – | – | 0.07% | 84 |
|
|
2018
Q4 | $444K | Hold |
2,500
| – | – | 0.07% | 83 |
|
|
2018
Q3 | $418K | Sell |
2,500
-229
| -8% | -$38.3K | 0.05% | 87 |
|
|
2018
Q2 | $428K | Hold |
2,729
| – | – | 0.06% | 88 |
|
|
2018
Q1 | $427K | Hold |
2,729
| – | – | 0.06% | 85 |
|
|
2017
Q4 | $470K | Hold |
2,729
| – | – | 0.07% | 86 |
|
|
2017
Q3 | $428K | Hold |
2,729
| – | – | 0.06% | 87 |
|
|
2017
Q2 | $418K | Hold |
2,729
| – | – | 0.07% | 90 |
|
|
2017
Q1 | $354K | Sell |
2,729
-54
| -2% | -$7.01K | 0.06% | 93 |
|
|
2016
Q4 | $339K | Hold |
2,783
| – | – | 0.06% | 88 |
|
|
2016
Q3 | $321K | Buy |
2,783
+54
| +2% | +$6.23K | 0.06% | 89 |
|
|
2016
Q2 | $328K | Sell |
2,729
-50
| -2% | -$6.01K | 0.06% | 89 |
|
|
2016
Q1 | $349K | Sell |
2,779
-255
| -8% | -$32K | 0.06% | 89 |
|
|
2015
Q4 | $358K | Hold |
3,034
| – | – | 0.07% | 102 |
|
|
2015
Q3 | $299K | Sell |
3,034
-323
| -10% | -$31.8K | 0.06% | 105 |
|
|
2015
Q2 | $319K | Hold |
3,357
| – | – | 0.06% | 106 |
|
|
2015
Q1 | $327K | Sell |
3,357
-600
| -15% | -$58.4K | 0.06% | 106 |
|
|
2014
Q4 | $371K | Sell |
3,957
-1,742
| -31% | -$163K | 0.07% | 100 |
|
|
2014
Q3 | $540K | Buy |
5,699
+3,100
| +119% | +$294K | 0.1% | 89 |
|
|
2014
Q2 | $262K | Sell |
2,599
-3,077
| -54% | -$310K | 0.07% | 103 |
|
|
2014
Q1 | $556K | Sell |
5,676
-440
| -7% | -$43.1K | 0.13% | 73 |
|
|
2013
Q4 | $593K | Sell |
6,116
-57
| -0.9% | -$5.53K | 0.15% | 60 |
|
|
2013
Q3 | $594K | Hold |
6,173
| – | – | 0.16% | 60 |
|
|
2013
Q2 | $611K | Buy |
+6,173
| New | +$611K | 0.17% | 65 |
|