CIA
Choate Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Buy |
24,235
+734
| +3% | +$214K | 0.15% | 70 |
|
|
2025
Q1 | $7.34M | Sell |
23,501
-4,477
| -16% | -$1.4M | 0.18% | 67 |
|
|
2024
Q4 | $8.11M | Buy |
27,978
+5,010
| +22% | +$1.45M | 0.2% | 65 |
|
|
2024
Q3 | $6.99M | Sell |
22,968
-138
| -0.6% | -$42K | 0.18% | 69 |
|
|
2024
Q2 | $5.89M | Buy |
23,106
+169
| +0.7% | +$43.1K | 0.15% | 75 |
|
|
2024
Q1 | $6.47M | Sell |
22,937
-545
| -2% | -$154K | 0.17% | 73 |
|
|
2023
Q4 | $6.96M | Buy |
23,482
+701
| +3% | +$208K | 0.22% | 57 |
|
|
2023
Q3 | $6M | Buy |
22,781
+199
| +0.9% | +$52.4K | 0.24% | 44 |
|
|
2023
Q2 | $6.74M | Buy |
22,582
+7,064
| +46% | +$2.11M | 0.28% | 36 |
|
|
2023
Q1 | $4.34M | Sell |
15,518
-12
| -0.1% | -$3.36K | 0.21% | 45 |
|
|
2022
Q4 | $4.09M | Buy |
15,530
+75
| +0.5% | +$19.8K | 0.25% | 48 |
|
|
2022
Q3 | $3.57M | Buy |
15,455
+166
| +1% | +$38.3K | 0.23% | 43 |
|
|
2022
Q2 | $3.77M | Sell |
15,289
-340
| -2% | -$83.9K | 0.23% | 41 |
|
|
2022
Q1 | $3.87M | Sell |
15,629
-418
| -3% | -$103K | 0.21% | 45 |
|
|
2021
Q4 | $4.3M | Sell |
16,047
-578
| -3% | -$155K | 0.25% | 39 |
|
|
2021
Q3 | $4.01M | Sell |
16,625
-660
| -4% | -$159K | 0.26% | 38 |
|
|
2021
Q2 | $3.99M | Sell |
17,285
-1,102
| -6% | -$255K | 0.24% | 42 |
|
|
2021
Q1 | $4.12M | Sell |
18,387
-58
| -0.3% | -$13K | 0.25% | 41 |
|
|
2020
Q4 | $3.96M | Sell |
18,445
-310
| -2% | -$66.5K | 0.24% | 38 |
|
|
2020
Q3 | $4.12M | Sell |
18,755
-70
| -0.4% | -$15.4K | 0.27% | 34 |
|
|
2020
Q2 | $3.47M | Buy |
18,825
+86
| +0.5% | +$15.9K | 0.25% | 37 |
|
|
2020
Q1 | $3.1M | Buy |
18,739
+6
| +0% | +$992 | 0.25% | 46 |
|
|
2019
Q4 | $3.7M | Sell |
18,733
-175
| -0.9% | -$34.6K | 0.23% | 54 |
|
|
2019
Q3 | $4.06M | Sell |
18,908
-1,365
| -7% | -$293K | 0.25% | 48 |
|
|
2019
Q2 | $4.21M | Sell |
20,273
-40
| -0.2% | -$8.31K | 0.25% | 49 |
|
|
2019
Q1 | $3.86M | Buy |
20,313
+890
| +5% | +$169K | 0.23% | 52 |
|
|
2018
Q4 | $3.45M | Sell |
19,423
-2,061
| -10% | -$366K | 0.22% | 54 |
|
|
2018
Q3 | $3.59M | Sell |
21,484
-2,122
| -9% | -$355K | 0.2% | 49 |
|
|
2018
Q2 | $3.7M | Sell |
23,606
-3,139
| -12% | -$492K | 0.21% | 54 |
|
|
2018
Q1 | $4.18M | Sell |
26,745
-3,643
| -12% | -$570K | 0.22% | 50 |
|
|
2017
Q4 | $5.23M | Sell |
30,388
-700
| -2% | -$120K | 0.27% | 40 |
|
|
2017
Q3 | $4.87M | Buy |
31,088
+280
| +0.9% | +$43.9K | 0.26% | 46 |
|
|
2017
Q2 | $4.72M | Sell |
30,808
-863
| -3% | -$132K | 0.27% | 45 |
|
|
2017
Q1 | $4.1M | Sell |
31,671
-3,432
| -10% | -$445K | 0.24% | 55 |
|
|
2016
Q4 | $4.27M | Sell |
35,103
-1,828
| -5% | -$223K | 0.27% | 44 |
|
|
2016
Q3 | $4.26M | Sell |
36,931
-666
| -2% | -$76.8K | 0.28% | 45 |
|
|
2016
Q2 | $4.52M | Sell |
37,597
-4,052
| -10% | -$488K | 0.31% | 40 |
|
|
2016
Q1 | $5.23M | Buy |
41,649
+6,836
| +20% | +$859K | 0.36% | 34 |
|
|
2015
Q4 | $3.26M | Sell |
34,813
-327
| -0.9% | -$30.6K | 0.24% | 57 |
|
|
2015
Q3 | $3.46M | Buy |
35,140
+903
| +3% | +$89K | 0.24% | 48 |
|
|
2015
Q2 | $3.25M | Sell |
34,237
-506
| -1% | -$48.1K | 0.19% | 55 |
|
|
2015
Q1 | $3.39M | Sell |
34,743
-70
| -0.2% | -$6.82K | 0.19% | 57 |
|
|
2014
Q4 | $3.26M | Sell |
34,813
-2,816
| -7% | -$264K | 0.19% | 58 |
|
|
2014
Q3 | $3.57M | Sell |
37,629
-1,388
| -4% | -$132K | 0.22% | 53 |
|
|
2014
Q2 | $3.93M | Sell |
39,017
-2,386
| -6% | -$240K | 0.23% | 50 |
|
|
2014
Q1 | $4.06M | Sell |
41,403
-1,370
| -3% | -$134K | 0.25% | 46 |
|
|
2013
Q4 | $4.15M | Sell |
42,773
-1,379
| -3% | -$134K | 0.27% | 48 |
|
|
2013
Q3 | $4.25M | Buy |
44,152
+337
| +0.8% | +$32.4K | 0.31% | 46 |
|
|
2013
Q2 | $4.34M | Buy |
+43,815
| New | +$4.34M | 0.35% | 44 |
|