BA
Bellwether Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
590
+48
| +9% | +$14K | 0.03% | 135 |
|
|
2025
Q1 | $169K | Hold |
542
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $157K | Buy |
+542
| New | +$157K | 0.03% | 152 |
|
|
2023
Q2 | – | Sell |
-213
| Closed | -$59.6K | – | 306 |
|
|
2023
Q1 | $59.6K | Sell |
213
-3
| -1% | -$839 | 0.02% | 179 |
|
|
2022
Q4 | $56.9K | Sell |
216
-50
| -19% | -$13.2K | 0.02% | 183 |
|
|
2022
Q3 | $61K | Buy |
266
+53
| +25% | +$12.2K | 0.02% | 144 |
|
|
2022
Q2 | $52K | Hold |
213
| – | – | 0.02% | 167 |
|
|
2022
Q1 | $52K | Hold |
213
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $57K | Hold |
213
| – | – | 0.02% | 190 |
|
|
2021
Q3 | $51K | Hold |
213
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $49K | Hold |
213
| – | – | 0.02% | 183 |
|
|
2021
Q1 | $47K | Hold |
213
| – | – | 0.02% | 170 |
|
|
2020
Q4 | $45K | Buy |
+213
| New | +$45K | 0.02% | 168 |
|