CFGSD
Compass Financial Group (South Dakota)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
1,151
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $360K | Hold |
1,151
| – | – | 0.07% | 65 |
|
|
2024
Q4 | $334K | Hold |
1,151
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $351K | Sell |
1,151
-81
| -7% | -$24.7K | 0.07% | 66 |
|
|
2024
Q2 | $314K | Buy |
1,232
+43
| +4% | +$11K | 0.07% | 67 |
|
|
2024
Q1 | $335K | Hold |
1,189
| – | – | 0.08% | 64 |
|
|
2023
Q4 | $352K | Buy |
1,189
+1
| +0.1% | +$296 | 0.09% | 61 |
|
|
2023
Q3 | $313K | Sell |
1,188
-1
| -0.1% | -$264 | 0.09% | 65 |
|
|
2023
Q2 | $355K | Hold |
1,189
| – | – | 0.11% | 62 |
|
|
2023
Q1 | $332K | Buy |
1,189
+1
| +0.1% | +$280 | 0.11% | 59 |
|
|
2022
Q4 | $313K | Buy |
+1,188
| New | +$313K | 0.11% | 60 |
|