BAM
Bellevue Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
520
| – | – | 0.07% | 87 |
|
|
2025
Q1 | $163K | Hold |
520
| – | – | 0.09% | 80 |
|
|
2024
Q4 | $151K | Hold |
520
| – | – | 0.08% | 80 |
|
|
2024
Q3 | $159K | Hold |
520
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $133K | Hold |
520
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $147K | Hold |
520
| – | – | 0.08% | 81 |
|
|
2023
Q4 | $154K | Hold |
520
| – | – | 0.14% | 74 |
|
|
2023
Q3 | $137K | Buy |
520
+20
| +4% | +$5.27K | 0.09% | 71 |
|
|
2023
Q2 | $149K | Hold |
500
| – | – | 0.09% | 71 |
|
|
2023
Q1 | $140K | Hold |
500
| – | – | 0.09% | 71 |
|
|
2022
Q4 | $131K | Hold |
500
| – | – | 0.1% | 77 |
|
|
2022
Q3 | $117K | Hold |
500
| – | – | 0.09% | 89 |
|
|
2022
Q2 | $124K | Hold |
500
| – | – | 0.09% | 89 |
|
|
2022
Q1 | $125K | Sell |
500
-3
| -0.6% | -$750 | 0.08% | 97 |
|
|
2021
Q4 | $135K | Hold |
503
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $122K | Buy |
503
+3
| +0.6% | +$728 | 0.07% | 104 |
|
|
2021
Q2 | $115K | Sell |
500
-100
| -17% | -$23K | 0.07% | 111 |
|
|
2021
Q1 | $135K | Hold |
600
| – | – | 0.08% | 105 |
|
|
2020
Q4 | $128K | Hold |
600
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $132K | Hold |
600
| – | – | 0.09% | 92 |
|
|
2020
Q2 | $111K | Hold |
600
| – | – | 0.11% | 102 |
|
|
2020
Q1 | $111K | Buy |
600
+350
| +140% | +$64.8K | 0.12% | 101 |
|
|
2019
Q4 | $49K | Buy |
+250
| New | +$49K | 0.04% | 157 |
|