Ballast Inc’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $744K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $725K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $671K | Hold |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $579K | Sell |
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|
2022
Q1 | $591K | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $508K | Sell |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $500K | Hold |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $430K | Hold |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $460K | Sell |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $496K | Sell |
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|
2019
Q1 | $478K | Hold |
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|
2018
Q4 | $447K | Sell |
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|
2018
Q3 | $519K | Buy |
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|
2018
Q2 | $395K | Hold |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $411K | Buy |
|