BIM
Baldwin Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
7,918
-88
| -1% | -$25.7K | 0.28% | 53 |
|
|
2025
Q1 | $2.5M | Buy |
8,006
+2,391
| +43% | +$747K | 0.3% | 46 |
|
|
2024
Q4 | $1.63M | Sell |
5,615
-851
| -13% | -$247K | 0.21% | 64 |
|
|
2024
Q3 | $1.97M | Sell |
6,466
-670
| -9% | -$204K | 0.25% | 60 |
|
|
2024
Q2 | $1.82M | Buy |
7,136
+150
| +2% | +$38.2K | 0.25% | 59 |
|
|
2024
Q1 | $1.97M | Hold |
6,986
| – | – | 0.27% | 59 |
|
|
2023
Q4 | $2.07M | Hold |
6,986
| – | – | 0.32% | 51 |
|
|
2023
Q3 | $1.84M | Sell |
6,986
-375
| -5% | -$98.8K | 0.31% | 52 |
|
|
2023
Q2 | $2.2M | Sell |
7,361
-1,040
| -12% | -$310K | 0.36% | 48 |
|
|
2023
Q1 | $2.35M | Sell |
8,401
-444
| -5% | -$124K | 0.42% | 43 |
|
|
2022
Q4 | $2.33M | Sell |
8,845
-110
| -1% | -$29K | 0.42% | 42 |
|
|
2022
Q3 | $2.07K | Buy |
8,955
+13
| +0.1% | +$3 | 0.42% | 40 |
|
|
2022
Q2 | $2.21K | Sell |
8,942
-232
| -3% | -$57 | 0.42% | 40 |
|
|
2022
Q1 | $2.27K | Sell |
9,174
-275
| -3% | -$68 | 0.34% | 45 |
|
|
2021
Q4 | $2.53K | Sell |
9,449
-50
| -0.5% | -$13 | 0.4% | 44 |
|
|
2021
Q3 | $2.29M | Sell |
9,499
-227
| -2% | -$54.7K | 0.4% | 44 |
|
|
2021
Q2 | $2.25M | Sell |
9,726
-451
| -4% | -$104K | 0.38% | 46 |
|
|
2021
Q1 | $2.28M | Sell |
10,177
-18
| -0.2% | -$4.03K | 0.42% | 41 |
|
|
2020
Q4 | $2.19M | Buy |
10,195
+1,202
| +13% | +$258K | 0.43% | 41 |
|
|
2020
Q3 | $1.97M | Buy |
8,993
+7,060
| +365% | +$1.55M | 0.46% | 37 |
|
|
2020
Q2 | $357K | Buy |
1,933
+100
| +5% | +$18.5K | 0.11% | 110 |
|
|
2020
Q1 | $303K | Hold |
1,833
| – | – | 0.1% | 114 |
|
|
2019
Q4 | $362K | Hold |
1,833
| – | – | 0.1% | 129 |
|
|
2019
Q3 | $394K | Hold |
1,833
| – | – | 0.11% | 123 |
|
|
2019
Q2 | $381K | Hold |
1,833
| – | – | 0.11% | 126 |
|
|
2019
Q1 | $348K | Buy |
1,833
+250
| +16% | +$47.5K | 0.1% | 126 |
|
|
2018
Q4 | $281K | Sell |
1,583
-25
| -2% | -$4.44K | 0.09% | 130 |
|
|
2018
Q3 | $269K | Sell |
1,608
-300
| -16% | -$50.2K | 0.08% | 144 |
|
|
2018
Q2 | $299K | Buy |
+1,908
| New | +$299K | 0.09% | 140 |
|