BIA
Bigelow Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Hold |
1,114
| – | – | 0.14% | 130 |
|
|
2025
Q1 | $348K | Sell |
1,114
-45
| -4% | -$14.1K | 0.17% | 127 |
|
|
2024
Q4 | $336K | Sell |
1,159
-267
| -19% | -$77.4K | 0.16% | 126 |
|
|
2024
Q3 | $434K | Hold |
1,426
| – | – | 0.19% | 119 |
|
|
2024
Q2 | $363K | Sell |
1,426
-2
| -0.1% | -$510 | 0.17% | 125 |
|
|
2024
Q1 | $403K | Buy |
1,428
+37
| +3% | +$10.4K | 0.2% | 118 |
|
|
2023
Q4 | $412K | Hold |
1,391
| – | – | 0.22% | 109 |
|
|
2023
Q3 | $366K | Sell |
1,391
-20
| -1% | -$5.27K | 0.21% | 111 |
|
|
2023
Q2 | $421K | Sell |
1,411
-125
| -8% | -$37.3K | 0.23% | 106 |
|
|
2023
Q1 | $429K | Hold |
1,536
| – | – | 0.25% | 106 |
|
|
2022
Q4 | $405K | Sell |
1,536
-37
| -2% | -$9.75K | 0.23% | 106 |
|
|
2022
Q3 | $363K | Hold |
1,573
| – | – | 0.22% | 110 |
|
|
2022
Q2 | $388K | Hold |
1,573
| – | – | 0.21% | 112 |
|
|
2022
Q1 | $389K | Hold |
1,573
| – | – | 0.18% | 112 |
|
|
2021
Q4 | $422K | Hold |
1,573
| – | – | 0.19% | 105 |
|
|
2021
Q3 | $379K | Buy |
1,573
+81
| +5% | +$19.5K | 0.19% | 109 |
|
|
2021
Q2 | $345K | Hold |
1,492
| – | – | 0.17% | 114 |
|
|
2021
Q1 | $334K | Sell |
1,492
-125
| -8% | -$28K | 0.17% | 117 |
|
|
2020
Q4 | $347K | Sell |
1,617
-10
| -0.6% | -$2.15K | 0.18% | 110 |
|
|
2020
Q3 | $357K | Hold |
1,627
| – | – | 0.21% | 108 |
|
|
2020
Q2 | $300K | Sell |
1,627
-10
| -0.6% | -$1.84K | 0.19% | 114 |
|
|
2020
Q1 | $271K | Sell |
1,637
-246
| -13% | -$40.7K | 0.2% | 120 |
|
|
2019
Q4 | $372K | Hold |
1,883
| – | – | 0.22% | 115 |
|
|
2019
Q3 | $404K | Hold |
1,883
| – | – | 0.26% | 106 |
|
|
2019
Q2 | $391K | Buy |
1,883
+123
| +7% | +$25.5K | 0.26% | 104 |
|
|
2019
Q1 | $334K | Buy |
1,760
+230
| +15% | +$43.6K | 0.23% | 114 |
|
|
2018
Q4 | $272K | Hold |
1,530
| – | – | 0.2% | 126 |
|
|
2018
Q3 | $256K | Hold |
1,530
| – | – | 0.17% | 129 |
|
|
2018
Q2 | $240K | Sell |
1,530
-103
| -6% | -$16.2K | 0.16% | 134 |
|
|
2018
Q1 | $255K | Sell |
1,633
-30
| -2% | -$4.69K | 0.17% | 133 |
|
|
2017
Q4 | $286K | Buy |
+1,663
| New | +$286K | 0.29% | 86 |
|