BAM
Belpointe Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
18,170
+4,245
| +30% | +$1.24M | 0.22% | 80 |
|
|
2025
Q1 | $4.35M | Sell |
13,925
-261
| -2% | -$81.5K | 0.23% | 84 |
|
|
2024
Q4 | $4.1M | Sell |
14,186
-31
| -0.2% | -$8.95K | 0.25% | 80 |
|
|
2024
Q3 | $4.33M | Sell |
14,217
-253
| -2% | -$77K | 0.26% | 75 |
|
|
2024
Q2 | $3.69M | Sell |
14,470
-1,723
| -11% | -$439K | 0.26% | 70 |
|
|
2024
Q1 | $4.57M | Buy |
16,193
+752
| +5% | +$212K | 0.34% | 49 |
|
|
2023
Q4 | $4.58M | Buy |
15,441
+242
| +2% | +$71.8K | 0.4% | 46 |
|
|
2023
Q3 | $4M | Buy |
15,199
+581
| +4% | +$153K | 0.41% | 44 |
|
|
2023
Q2 | $4.36M | Sell |
14,618
-9,350
| -39% | -$2.79M | 0.46% | 37 |
|
|
2023
Q1 | $6.7M | Sell |
23,968
-439
| -2% | -$123K | 0.36% | 42 |
|
|
2022
Q4 | $6.43M | Buy |
24,407
+135
| +0.6% | +$35.6K | 0.39% | 38 |
|
|
2022
Q3 | $5.6M | Buy |
24,272
+2,441
| +11% | +$563K | 0.38% | 46 |
|
|
2022
Q2 | $5.39M | Buy |
21,831
+6,732
| +45% | +$1.66M | 0.36% | 50 |
|
|
2022
Q1 | $3.73M | Buy |
15,099
+1,836
| +14% | +$454K | 0.23% | 79 |
|
|
2021
Q4 | $3.56M | Buy |
13,263
+232
| +2% | +$62.2K | 0.22% | 95 |
|
|
2021
Q3 | $3.14M | Buy |
13,031
+442
| +4% | +$107K | 0.21% | 99 |
|
|
2021
Q2 | $2.91M | Buy |
12,589
+687
| +6% | +$159K | 0.21% | 100 |
|
|
2021
Q1 | $2.67M | Buy |
11,902
+171
| +1% | +$38.3K | 0.23% | 88 |
|
|
2020
Q4 | $2.52M | Buy |
11,731
+13
| +0.1% | +$2.79K | 0.23% | 98 |
|
|
2020
Q3 | $2.57M | Sell |
11,718
-70
| -0.6% | -$15.4K | 0.29% | 79 |
|
|
2020
Q2 | $2.17M | Buy |
11,788
+434
| +4% | +$80K | 0.28% | 74 |
|
|
2020
Q1 | $1.88M | Sell |
11,354
-4,509
| -28% | -$746K | 0.33% | 68 |
|
|
2019
Q4 | $3.14M | Buy |
15,863
+6,555
| +70% | +$1.3M | 0.4% | 56 |
|
|
2019
Q3 | $2M | Buy |
9,308
+390
| +4% | +$83.8K | 0.32% | 69 |
|
|
2019
Q2 | $1.85M | Sell |
8,918
-857
| -9% | -$178K | 0.36% | 55 |
|
|
2019
Q1 | $1.86M | Buy |
9,775
+6,252
| +177% | +$1.19M | 0.36% | 48 |
|
|
2018
Q4 | $626K | Sell |
3,523
-1,731
| -33% | -$308K | 0.16% | 141 |
|
|
2018
Q3 | $879K | Buy |
5,254
+2,113
| +67% | +$354K | 0.14% | 149 |
|
|
2018
Q2 | $492K | Sell |
3,141
-1,466
| -32% | -$230K | 0.14% | 169 |
|
|
2018
Q1 | $720K | Sell |
4,607
-928
| -17% | -$145K | 0.21% | 92 |
|
|
2017
Q4 | $953K | Buy |
5,535
+343
| +7% | +$59.1K | 0.21% | 103 |
|
|
2017
Q3 | $813K | Buy |
+5,192
| New | +$813K | 0.19% | 119 |
|