CMA
Cedar Mountain Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
1,487
| – | – | 0.09% | 42 |
|
|
2025
Q1 | $464K | Sell |
1,487
-239
| -14% | -$74.6K | 0.1% | 39 |
|
|
2024
Q4 | $500K | Buy |
1,726
+50
| +3% | +$14.5K | 0.11% | 40 |
|
|
2024
Q3 | $510K | Hold |
1,676
| – | – | 0.12% | 39 |
|
|
2024
Q2 | $427K | Sell |
1,676
-6
| -0.4% | -$1.53K | 0.11% | 34 |
|
|
2024
Q1 | $474K | Hold |
1,682
| – | – | 0.12% | 31 |
|
|
2023
Q4 | $499K | Buy |
1,682
+6
| +0.4% | +$1.78K | 0.14% | 32 |
|
|
2023
Q3 | $442K | Hold |
1,676
| – | – | 0.13% | 32 |
|
|
2023
Q2 | $500K | Buy |
1,676
+15
| +0.9% | +$4.48K | 0.14% | 31 |
|
|
2023
Q1 | $464K | Hold |
1,661
| – | – | 0.14% | 31 |
|
|
2022
Q4 | $438K | Sell |
1,661
-50
| -3% | -$13.2K | 0.14% | 30 |
|
|
2022
Q3 | $395K | Hold |
1,711
| – | – | 0.13% | 30 |
|
|
2022
Q2 | $422K | Buy |
1,711
+16
| +0.9% | +$3.95K | 0.14% | 29 |
|
|
2022
Q1 | $419K | Hold |
1,695
| – | – | 0.12% | 29 |
|
|
2021
Q4 | $454K | Hold |
1,695
| – | – | 0.14% | 27 |
|
|
2021
Q3 | $409K | Sell |
1,695
-41
| -2% | -$9.89K | 0.14% | 27 |
|
|
2021
Q2 | $401K | Hold |
1,736
| – | – | 0.13% | 27 |
|
|
2021
Q1 | $389K | Hold |
1,736
| – | – | 0.13% | 28 |
|
|
2020
Q4 | $373K | Hold |
1,736
| – | – | 0.13% | 29 |
|
|
2020
Q3 | $381K | Hold |
1,736
| – | – | 0.15% | 25 |
|
|
2020
Q2 | $320K | Hold |
1,736
| – | – | 0.14% | 27 |
|
|
2020
Q1 | $287K | Hold |
1,736
| – | – | 0.14% | 25 |
|
|
2019
Q4 | $343K | Buy |
+1,736
| New | +$343K | 0.14% | 25 |
|