BBA
Braun-Bostich & Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
1,469
+57
| +4% | +$16.7K | 0.29% | 63 |
|
|
2025
Q1 | $441K | Sell |
1,412
-31
| -2% | -$9.68K | 0.33% | 64 |
|
|
2024
Q4 | $418K | Sell |
1,443
-15
| -1% | -$4.35K | 0.3% | 62 |
|
|
2024
Q3 | $444K | Sell |
1,458
-106
| -7% | -$32.3K | 0.31% | 58 |
|
|
2024
Q2 | $399K | Buy |
1,564
+153
| +11% | +$39K | 0.3% | 63 |
|
|
2024
Q1 | $398K | Buy |
1,411
+30
| +2% | +$8.46K | 0.33% | 75 |
|
|
2023
Q4 | $409K | Buy |
+1,381
| New | +$409K | 0.37% | 68 |
|
|
2023
Q3 | – | Sell |
-719
| Closed | -$215K | – | 85 |
|
|
2023
Q2 | $215K | Buy |
+719
| New | +$215K | 0.46% | 70 |
|
|
2020
Q4 | – | Sell |
-2,279
| Closed | -$500K | – | 146 |
|
|
2020
Q3 | $500K | Sell |
2,279
-1,256
| -36% | -$276K | 0.5% | 30 |
|
|
2020
Q2 | $652K | Buy |
3,535
+236
| +7% | +$43.5K | 0.64% | 24 |
|
|
2020
Q1 | $522K | Sell |
3,299
-168
| -5% | -$26.6K | 0.66% | 27 |
|
|
2019
Q4 | $696K | Buy |
3,467
+384
| +12% | +$77.1K | 0.69% | 26 |
|
|
2019
Q3 | $662K | Buy |
3,083
+222
| +8% | +$47.7K | 0.77% | 25 |
|
|
2019
Q2 | $594K | Buy |
2,861
+431
| +18% | +$89.5K | 0.62% | 29 |
|
|
2019
Q1 | $461K | Buy |
2,430
+530
| +28% | +$101K | 0.48% | 55 |
|
|
2018
Q4 | $337K | Buy |
1,900
+56
| +3% | +$9.93K | 0.36% | 85 |
|
|
2018
Q3 | $308K | Buy |
1,844
+168
| +10% | +$28.1K | 0.3% | 86 |
|
|
2018
Q2 | $263K | Buy |
1,676
+632
| +61% | +$99.2K | 0.26% | 93 |
|
|
2018
Q1 | $163K | Buy |
1,044
+151
| +17% | +$23.6K | 0.14% | 111 |
|
|
2017
Q4 | $154K | Buy |
+893
| New | +$154K | 0.13% | 118 |
|