CA
Claar Advisors’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,500
| Closed | -$1.27M | – | 25 |
|
2024
Q1 | $1.27M | Hold |
4,500
| – | – | 0.41% | 22 |
|
2023
Q4 | $1.33M | Hold |
4,500
| – | – | 0.47% | 24 |
|
2023
Q3 | $1.19M | Hold |
4,500
| – | – | 0.47% | 27 |
|
2023
Q2 | $1.34M | Hold |
4,500
| – | – | 0.51% | 26 |
|
2023
Q1 | $1.26M | Hold |
4,500
| – | – | 0.51% | 25 |
|
2022
Q4 | $1.19M | Hold |
4,500
| – | – | 0.52% | 24 |
|
2022
Q3 | $1.04M | Hold |
4,500
| – | – | 0.44% | 27 |
|
2022
Q2 | $1.11M | Sell |
4,500
-714
| -14% | -$176K | 0.43% | 32 |
|
2022
Q1 | $1.29M | Sell |
5,214
-186
| -3% | -$46K | 0.38% | 36 |
|
2021
Q4 | $1.45M | Buy |
5,400
+600
| +13% | +$161K | 0.41% | 31 |
|
2021
Q3 | $1.16M | Hold |
4,800
| – | – | 0.34% | 35 |
|
2021
Q2 | $1.11M | Hold |
4,800
| – | – | 0.33% | 35 |
|
2021
Q1 | $1.08M | Buy |
4,800
+1,800
| +60% | +$404K | 0.37% | 31 |
|
2020
Q4 | $644K | Buy |
+3,000
| New | +$644K | 0.23% | 30 |
|