BI
Ballast Inc’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,381
| Closed | -$744K | – | 201 |
|
|
2025
Q1 | $744K | Hold |
2,381
| – | – | 0.21% | 69 |
|
|
2024
Q4 | $690K | Hold |
2,381
| – | – | 0.2% | 71 |
|
|
2024
Q3 | $725K | Sell |
2,381
-13
| -0.5% | -$3.96K | 0.21% | 71 |
|
|
2024
Q2 | $610K | Buy |
2,394
+13
| +0.5% | +$3.31K | 0.19% | 73 |
|
|
2024
Q1 | $671K | Hold |
2,381
| – | – | 0.21% | 67 |
|
|
2023
Q4 | $706K | Buy |
2,381
+225
| +10% | +$66.7K | 0.24% | 65 |
|
|
2023
Q3 | $568K | Hold |
2,156
| – | – | 0.23% | 67 |
|
|
2023
Q2 | $643K | Sell |
2,156
-350
| -14% | -$104K | 0.25% | 67 |
|
|
2023
Q1 | $701K | Buy |
2,506
+250
| +11% | +$69.9K | 0.29% | 62 |
|
|
2022
Q4 | $595K | Sell |
2,256
-92
| -4% | -$24.2K | 0.26% | 68 |
|
|
2022
Q3 | $541K | Hold |
2,348
| – | – | 0.26% | 62 |
|
|
2022
Q2 | $579K | Sell |
2,348
-46
| -2% | -$11.3K | 0.27% | 67 |
|
|
2022
Q1 | $591K | Sell |
2,394
-88
| -4% | -$21.7K | 0.23% | 66 |
|
|
2021
Q4 | $665K | Buy |
2,482
+267
| +12% | +$71.5K | 0.26% | 61 |
|
|
2021
Q3 | $534K | Buy |
2,215
+12
| +0.5% | +$2.89K | 0.23% | 60 |
|
|
2021
Q2 | $508K | Sell |
2,203
-25
| -1% | -$5.77K | 0.21% | 63 |
|
|
2021
Q1 | $499K | Sell |
2,228
-104
| -4% | -$23.3K | 0.24% | 59 |
|
|
2020
Q4 | $500K | Hold |
2,332
| – | – | 0.26% | 56 |
|
|
2020
Q3 | $511K | Hold |
2,332
| – | – | 0.29% | 57 |
|
|
2020
Q2 | $430K | Hold |
2,332
| – | – | 0.27% | 64 |
|
|
2020
Q1 | $385K | Hold |
2,332
| – | – | 0.27% | 62 |
|
|
2019
Q4 | $460K | Sell |
2,332
-100
| -4% | -$19.7K | 0.25% | 61 |
|
|
2019
Q3 | $522K | Buy |
2,432
+42
| +2% | +$9.02K | 0.32% | 55 |
|
|
2019
Q2 | $496K | Sell |
2,390
-130
| -5% | -$27K | 0.31% | 58 |
|
|
2019
Q1 | $478K | Hold |
2,520
| – | – | 0.31% | 59 |
|
|
2018
Q4 | $447K | Sell |
2,520
-582
| -19% | -$103K | 0.34% | 52 |
|
|
2018
Q3 | $519K | Buy |
3,102
+582
| +23% | +$97.4K | 0.36% | 48 |
|
|
2018
Q2 | $395K | Hold |
2,520
| – | – | 0.31% | 57 |
|
|
2018
Q1 | $394K | Buy |
2,520
+135
| +6% | +$21.1K | 0.31% | 52 |
|
|
2017
Q4 | $411K | Buy |
+2,385
| New | +$411K | 0.35% | 53 |
|