BFS
Bard Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
56,661
-175
| -0.3% | -$51.1K | 1.98% | 6 |
|
|
2025
Q1 | $17.8M | Sell |
56,836
-24
| -0% | -$7.5K | 2.17% | 6 |
|
|
2024
Q4 | $16.5M | Sell |
56,860
-550
| -1% | -$159K | 1.98% | 6 |
|
|
2024
Q3 | $17.5M | Sell |
57,410
-2,500
| -4% | -$761K | 2.06% | 6 |
|
|
2024
Q2 | $15.3M | Sell |
59,910
-325
| -0.5% | -$82.8K | 1.58% | 10 |
|
|
2024
Q1 | $17M | Sell |
60,235
-225
| -0.4% | -$63.4K | 1.8% | 7 |
|
|
2023
Q4 | $17.9M | Buy |
60,460
+1,260
| +2% | +$374K | 2.01% | 7 |
|
|
2023
Q3 | $15.6M | Buy |
59,200
+369
| +0.6% | +$97.2K | 1.93% | 7 |
|
|
2023
Q2 | $17.6M | Sell |
58,831
-299
| -0.5% | -$89.2K | 1.33% | 16 |
|
|
2023
Q1 | $16.5M | Sell |
59,130
-450
| -0.8% | -$126K | 1.32% | 14 |
|
|
2022
Q4 | $15.7M | Sell |
59,580
-250
| -0.4% | -$65.9K | 1.33% | 17 |
|
|
2022
Q3 | $13.8M | Hold |
59,830
| – | – | 1.29% | 16 |
|
|
2022
Q2 | $14.8M | Hold |
59,830
| – | – | 1.35% | 17 |
|
|
2022
Q1 | $14.8M | Buy |
59,830
+6
| +0% | +$1.48K | 1.2% | 17 |
|
|
2021
Q4 | $16M | Buy |
59,824
+5
| +0% | +$1.34K | 1.29% | 18 |
|
|
2021
Q3 | $14.4M | Sell |
59,819
-620
| -1% | -$149K | 1.28% | 17 |
|
|
2021
Q2 | $14M | Buy |
60,439
+5
| +0% | +$1.16K | 1.24% | 17 |
|
|
2021
Q1 | $13.5M | Sell |
60,434
-2,820
| -4% | -$632K | 1.31% | 16 |
|
|
2020
Q4 | $13.6M | Buy |
+63,254
| New | +$13.6M | 1.36% | 16 |
|