BMA
Brooks Moore & Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
1,062
| – | – | 0.17% | 91 |
|
|
2025
Q1 | $332K | Hold |
1,062
| – | – | 0.19% | 85 |
|
|
2024
Q4 | $308K | Sell |
1,062
-100
| -9% | -$29K | 0.18% | 83 |
|
|
2024
Q3 | $354K | Hold |
1,162
| – | – | 0.21% | 74 |
|
|
2024
Q2 | $296K | Hold |
1,162
| – | – | 0.19% | 77 |
|
|
2024
Q1 | $328K | Hold |
1,162
| – | – | 0.21% | 75 |
|
|
2023
Q4 | $345K | Hold |
1,162
| – | – | 0.24% | 68 |
|
|
2023
Q3 | $306K | Hold |
1,162
| – | – | 0.23% | 68 |
|
|
2023
Q2 | $347K | Hold |
1,162
| – | – | 0.24% | 68 |
|
|
2023
Q1 | $325K | Sell |
1,162
-150
| -11% | -$42K | 0.23% | 67 |
|
|
2022
Q4 | $346K | Buy |
1,312
+136
| +12% | +$35.9K | 0.25% | 65 |
|
|
2022
Q3 | $271K | Hold |
1,176
| – | – | 0.22% | 66 |
|
|
2022
Q2 | $290K | Buy |
1,176
+150
| +15% | +$37K | 0.21% | 72 |
|
|
2022
Q1 | $254K | Hold |
1,026
| – | – | 0.16% | 89 |
|
|
2021
Q4 | $275K | Sell |
1,026
-25
| -2% | -$6.7K | 0.16% | 89 |
|
|
2021
Q3 | $253K | Sell |
1,051
-58
| -5% | -$14K | 0.17% | 92 |
|
|
2021
Q2 | $256K | Sell |
1,109
-50
| -4% | -$11.5K | 0.16% | 90 |
|
|
2021
Q1 | $260K | Hold |
1,159
| – | – | 0.18% | 83 |
|
|
2020
Q4 | $249K | Hold |
1,159
| – | – | 0.19% | 84 |
|
|
2020
Q3 | $254K | Hold |
1,159
| – | – | 0.22% | 76 |
|
|
2020
Q2 | $214K | Buy |
+1,159
| New | +$214K | 0.2% | 77 |
|
|
2020
Q1 | – | Sell |
-1,159
| Closed | -$229K | – | 88 |
|
|
2019
Q4 | $229K | Hold |
1,159
| – | – | 0.18% | 92 |
|
|
2019
Q3 | $249K | Hold |
1,159
| – | – | 0.21% | 88 |
|
|
2019
Q2 | $241K | Hold |
1,159
| – | – | 0.21% | 92 |
|
|
2019
Q1 | $220K | Hold |
1,159
| – | – | 0.2% | 87 |
|
|
2018
Q4 | $206K | Buy |
+1,159
| New | +$206K | 0.21% | 85 |
|