BFG
Beacon Financial Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
917
+26
| +3% | +$7.6K | 0.03% | 301 |
|
|
2025
Q1 | $278K | Sell |
891
-70
| -7% | -$21.9K | 0.03% | 289 |
|
|
2024
Q4 | $279K | Sell |
961
-73
| -7% | -$21.2K | 0.03% | 291 |
|
|
2024
Q3 | $315K | Sell |
1,034
-82
| -7% | -$25K | 0.03% | 276 |
|
|
2024
Q2 | $284K | Sell |
1,116
-209
| -16% | -$53.3K | 0.03% | 274 |
|
|
2024
Q1 | $373K | Buy |
1,325
+101
| +8% | +$28.5K | 0.04% | 242 |
|
|
2023
Q4 | $363K | Sell |
1,224
-16
| -1% | -$4.75K | 0.04% | 240 |
|
|
2023
Q3 | $349K | Sell |
1,240
-15,278
| -92% | -$4.3M | 0.05% | 195 |
|
|
2023
Q2 | $4.86M | Sell |
16,518
-97
| -0.6% | -$28.6K | 0.66% | 49 |
|
|
2023
Q1 | $4.72M | Sell |
16,615
-761
| -4% | -$216K | 0.66% | 50 |
|
|
2022
Q4 | $4.58M | Sell |
17,376
-72
| -0.4% | -$19K | 0.63% | 56 |
|
|
2022
Q3 | $4.09M | Sell |
17,448
-124
| -0.7% | -$29.1K | 0.64% | 51 |
|
|
2022
Q2 | $4.33M | Buy |
17,572
+705
| +4% | +$174K | 0.64% | 56 |
|
|
2022
Q1 | $4.24M | Sell |
16,867
-228
| -1% | -$57.2K | 0.56% | 59 |
|
|
2021
Q4 | $4.59M | Sell |
17,095
-127
| -0.7% | -$34.1K | 0.6% | 52 |
|
|
2021
Q3 | $4.21M | Buy |
17,222
+27
| +0.2% | +$6.6K | 0.56% | 59 |
|
|
2021
Q2 | $4.03M | Sell |
17,195
-249
| -1% | -$58.3K | 0.57% | 61 |
|
|
2021
Q1 | $3.67M | Hold |
17,444
| – | – | 0.57% | 56 |
|
|
2020
Q4 | $3.67M | Sell |
17,444
-163
| -0.9% | -$34.3K | 0.57% | 56 |
|
|
2020
Q3 | $3.87M | Sell |
17,607
-216
| -1% | -$47.4K | 0.69% | 46 |
|
|
2020
Q2 | $3.26M | Buy |
+17,823
| New | +$3.26M | 0.63% | 51 |
|
|
2016
Q2 | – | Sell |
-5,073
| Closed | -$638K | – | 178 |
|
|
2016
Q1 | $638K | Buy |
5,073
+1,134
| +29% | +$143K | 0.14% | 94 |
|
|
2015
Q4 | $470K | Sell |
3,939
-1,488
| -27% | -$178K | 0.11% | 118 |
|
|
2015
Q3 | $529K | Sell |
5,427
-15
| -0.3% | -$1.46K | 0.13% | 99 |
|
|
2015
Q2 | $519K | Buy |
+5,442
| New | +$519K | 0.11% | 106 |
|
|
2015
Q1 | – | Sell |
-24,966
| Closed | -$2.35M | – | 177 |
|
|
2014
Q4 | $2.35M | Buy |
24,966
+559
| +2% | +$52.7K | 0.49% | 66 |
|
|
2014
Q3 | $2.35M | Buy |
24,407
+1,172
| +5% | +$113K | 0.51% | 63 |
|
|
2014
Q2 | $2.36M | Buy |
23,235
+976
| +4% | +$99K | 0.52% | 62 |
|
|
2014
Q1 | $2.16M | Buy |
22,259
+4,031
| +22% | +$392K | 0.45% | 63 |
|
|
2013
Q4 | $1.77M | Buy |
18,228
+1,501
| +9% | +$146K | 0.34% | 76 |
|
|
2013
Q3 | $1.63M | Buy |
+16,727
| New | +$1.63M | 0.35% | 68 |
|