BAAM
Baker Avenue Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $881K | Sell |
3,016
-23,775
| -89% | -$6.95M | 0.03% | 249 |
|
|
2025
Q1 | $8.37M | Buy |
26,791
+274
| +1% | +$85.6K | 0.26% | 86 |
|
|
2024
Q4 | $7.69M | Sell |
26,517
-43
| -0.2% | -$12.5K | 0.24% | 89 |
|
|
2024
Q3 | $8.09M | Buy |
26,560
+24,468
| +1,170% | +$7.45M | 0.26% | 80 |
|
|
2024
Q2 | $533K | Sell |
2,092
-34
| -2% | -$8.66K | 0.02% | 261 |
|
|
2024
Q1 | $599K | Buy |
2,126
+80
| +4% | +$22.6K | 0.02% | 247 |
|
|
2023
Q4 | $607K | Sell |
2,046
-14
| -0.7% | -$4.15K | 0.03% | 241 |
|
|
2023
Q3 | $543K | Sell |
2,060
-104
| -5% | -$27.4K | 0.03% | 252 |
|
|
2023
Q2 | $646K | Buy |
2,164
+22
| +1% | +$6.57K | 0.03% | 238 |
|
|
2023
Q1 | $599K | Sell |
2,142
-345
| -14% | -$96.5K | 0.03% | 242 |
|
|
2022
Q4 | $655K | Buy |
2,487
+70
| +3% | +$18.4K | 0.04% | 216 |
|
|
2022
Q3 | $558K | Sell |
2,417
-122
| -5% | -$28.2K | 0.04% | 216 |
|
|
2022
Q2 | $627K | Buy |
2,539
+710
| +39% | +$175K | 0.04% | 189 |
|
|
2022
Q1 | $452K | Sell |
1,829
-151
| -8% | -$37.3K | 0.02% | 223 |
|
|
2021
Q4 | $531K | Buy |
1,980
+152
| +8% | +$40.8K | 0.03% | 212 |
|
|
2021
Q3 | $440K | Buy |
1,828
+40
| +2% | +$9.63K | 0.03% | 190 |
|
|
2021
Q2 | $413K | Buy |
1,788
+711
| +66% | +$164K | 0.02% | 192 |
|
|
2021
Q1 | $241K | Sell |
1,077
-27
| -2% | -$6.04K | 0.01% | 216 |
|
|
2020
Q4 | $237K | Sell |
1,104
-302
| -21% | -$64.8K | 0.02% | 217 |
|
|
2020
Q3 | $308K | Buy |
1,406
+62
| +5% | +$13.6K | 0.02% | 187 |
|
|
2020
Q2 | $248K | Buy |
+1,344
| New | +$248K | 0.02% | 207 |
|
|
2020
Q1 | – | Sell |
-3,688
| Closed | -$728K | – | 237 |
|
|
2019
Q4 | $728K | Sell |
3,688
-179
| -5% | -$35.3K | 0.05% | 172 |
|
|
2019
Q3 | $830K | Sell |
3,867
-115
| -3% | -$24.7K | 0.07% | 148 |
|
|
2019
Q2 | $826K | Buy |
3,982
+17
| +0.4% | +$3.53K | 0.07% | 149 |
|
|
2019
Q1 | $752K | Sell |
3,965
-320
| -7% | -$60.7K | 0.06% | 152 |
|
|
2018
Q4 | $761K | Sell |
4,285
-3,961
| -48% | -$703K | 0.08% | 158 |
|
|
2018
Q3 | $1.38M | Buy |
8,246
+12
| +0.1% | +$2.01K | 0.11% | 131 |
|
|
2018
Q2 | $1.29M | Buy |
8,234
+1,468
| +22% | +$230K | 0.11% | 128 |
|
|
2018
Q1 | $1.06M | Buy |
6,766
+4,728
| +232% | +$739K | 0.1% | 147 |
|
|
2017
Q4 | $351K | Buy |
2,038
+200
| +11% | +$34.4K | 0.03% | 204 |
|
|
2017
Q3 | $288K | Buy |
1,838
+135
| +8% | +$21.2K | 0.03% | 198 |
|
|
2017
Q2 | $261K | Buy |
1,703
+47
| +3% | +$7.2K | 0.03% | 181 |
|
|
2017
Q1 | $215K | Sell |
1,656
-204
| -11% | -$26.5K | 0.03% | 192 |
|
|
2016
Q4 | $226K | Buy |
+1,860
| New | +$226K | 0.03% | 190 |
|
|
2016
Q2 | – | Sell |
-33,350
| Closed | -$4.19M | – | 191 |
|
|
2016
Q1 | $4.19M | Sell |
33,350
-1,765
| -5% | -$222K | 0.64% | 48 |
|
|
2015
Q4 | $4.15M | Buy |
35,115
+4,445
| +14% | +$525K | 0.6% | 51 |
|
|
2015
Q3 | $3.02M | Buy |
+30,670
| New | +$3.02M | 0.53% | 52 |
|