BFA
BMS Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $302K | Hold |
1,012
| – | – | 0.2% | 94 |
|
|
2023
Q1 | $283K | Buy |
1,012
+12
| +1% | +$3.36K | 0.2% | 98 |
|
|
2022
Q4 | $264K | Buy |
1,000
+13
| +1% | +$3.43K | 0.17% | 81 |
|
|
2022
Q3 | $228K | Hold |
987
| – | – | 0.16% | 98 |
|
|
2022
Q2 | $244K | Hold |
987
| – | – | 0.16% | 88 |
|
|
2022
Q1 | $244K | Hold |
987
| – | – | 0.16% | 98 |
|
|
2021
Q4 | $265K | Buy |
+987
| New | +$265K | 0.17% | 85 |
|