BFA
Beacon Financial Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
7,230
+169
| +2% | +$49.4K | 0.55% | 34 |
|
|
2025
Q1 | $2.21M | Sell |
7,061
-110
| -2% | -$34.4K | 0.67% | 26 |
|
|
2024
Q4 | $2.08M | Sell |
7,171
-4
| -0.1% | -$1.16K | 0.68% | 26 |
|
|
2024
Q3 | $2.18M | Sell |
7,175
-424
| -6% | -$129K | 0.74% | 22 |
|
|
2024
Q2 | $1.94M | Buy |
7,599
+2,070
| +37% | +$528K | 0.72% | 25 |
|
|
2024
Q1 | $1.56M | Sell |
5,529
-325
| -6% | -$91.6K | 0.76% | 24 |
|
|
2023
Q4 | $1.74M | Sell |
5,854
-64
| -1% | -$19K | 0.84% | 25 |
|
|
2023
Q3 | $1.56M | Sell |
5,918
-41
| -0.7% | -$10.8K | 0.86% | 26 |
|
|
2023
Q2 | $1.78M | Buy |
5,959
+108
| +2% | +$32.2K | 1.02% | 18 |
|
|
2023
Q1 | $1.64M | Sell |
5,851
-163
| -3% | -$45.6K | 1.04% | 18 |
|
|
2022
Q4 | $1.58M | Sell |
6,014
-227
| -4% | -$59.8K | 1.13% | 18 |
|
|
2022
Q3 | $1.44M | Sell |
6,241
-450
| -7% | -$104K | 1.03% | 23 |
|
|
2022
Q2 | $1.65M | Buy |
6,691
+4
| +0.1% | +$988 | 0.94% | 23 |
|
|
2022
Q1 | $1.65M | Buy |
6,687
+1
| +0% | +$247 | 0.79% | 31 |
|
|
2021
Q4 | $1.79M | Buy |
6,686
+4,211
| +170% | +$1.13M | 0.83% | 28 |
|
|
2021
Q3 | $597K | Buy |
2,475
+11
| +0.4% | +$2.65K | 0.31% | 105 |
|
|
2021
Q2 | $569K | Hold |
2,464
| – | – | 0.31% | 107 |
|
|
2021
Q1 | $552K | Buy |
2,464
+28
| +1% | +$6.27K | 0.32% | 105 |
|
|
2020
Q4 | $522K | Buy |
2,436
+259
| +12% | +$55.5K | 0.34% | 90 |
|
|
2020
Q3 | $477K | Buy |
+2,177
| New | +$477K | 0.41% | 75 |
|
|
2020
Q1 | – | Sell |
-1,776
| Closed | -$350K | – | 156 |
|
|
2019
Q4 | $350K | Buy |
+1,776
| New | +$350K | 0.3% | 97 |
|