BOSSRA
B.O.S.S. Retirement Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
786
+103
| +15% | +$30.1K | 0.06% | 175 |
|
|
2025
Q1 | $213K | Buy |
+683
| New | +$213K | 0.06% | 165 |
|
|
2024
Q4 | – | Sell |
-23,173
| Closed | -$7.06M | – | 256 |
|
|
2024
Q3 | $7.06M | Buy |
23,173
+2,496
| +12% | +$760K | 1.42% | 15 |
|
|
2024
Q2 | $5.27M | Buy |
20,677
+5,700
| +38% | +$1.45M | 1.35% | 13 |
|
|
2024
Q1 | $4.44M | Sell |
14,977
-1,055
| -7% | -$313K | 1.7% | 11 |
|
|
2023
Q4 | $4.75M | Buy |
16,032
+1,028
| +7% | +$305K | 0.92% | 22 |
|
|
2023
Q3 | $3.95M | Buy |
15,004
+492
| +3% | +$130K | 0.85% | 22 |
|
|
2023
Q2 | $4.33M | Buy |
14,512
+2,266
| +19% | +$676K | 0.92% | 17 |
|
|
2023
Q1 | $3.42M | Buy |
12,246
+6,013
| +96% | +$1.68M | 0.8% | 24 |
|
|
2022
Q4 | $1.64M | Buy |
+6,233
| New | +$1.64M | 0.42% | 100 |
|