CPA
Cardiff Park Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
3,619
-84
| -2% | -$24.5K | 0.09% | 112 |
|
|
2025
Q1 | $1.16M | Sell |
3,703
-95
| -3% | -$29.7K | 0.11% | 94 |
|
|
2024
Q4 | $1.1M | Sell |
3,798
-18
| -0.5% | -$5.22K | 0.1% | 99 |
|
|
2024
Q3 | $1.16M | Buy |
3,816
+5
| +0.1% | +$1.52K | 0.1% | 92 |
|
|
2024
Q2 | $971K | Sell |
3,811
-80
| -2% | -$20.4K | 0.09% | 100 |
|
|
2024
Q1 | $1.1M | Sell |
3,891
-160
| -4% | -$45.1K | 0.1% | 94 |
|
|
2023
Q4 | $1.2M | Buy |
4,051
+573
| +16% | +$170K | 0.13% | 77 |
|
|
2023
Q3 | $916K | Hold |
3,478
| – | – | 0.12% | 88 |
|
|
2023
Q2 | $1.04M | Hold |
3,478
| – | – | 0.13% | 84 |
|
|
2023
Q1 | $973K | Sell |
3,478
-120
| -3% | -$33.6K | 0.13% | 90 |
|
|
2022
Q4 | $948K | Sell |
3,598
-61
| -2% | -$16.1K | 0.13% | 94 |
|
|
2022
Q3 | $844K | Sell |
3,659
-76
| -2% | -$17.5K | 0.13% | 99 |
|
|
2022
Q2 | $922K | Sell |
3,735
-26
| -0.7% | -$6.42K | 0.14% | 87 |
|
|
2022
Q1 | $930K | Sell |
3,761
-306
| -8% | -$75.7K | 0.13% | 79 |
|
|
2021
Q4 | $1.09M | Buy |
+4,067
| New | +$1.09M | 0.14% | 69 |
|