CIA
Compass Ion Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Buy |
1,939
+5
| +0.3% | +$1.46K | 0.06% | 158 |
|
|
2025
Q1 | $604K | Buy |
1,934
+18
| +0.9% | +$5.62K | 0.07% | 152 |
|
|
2024
Q4 | $555K | Buy |
1,916
+220
| +13% | +$63.8K | 0.07% | 152 |
|
|
2024
Q3 | $516K | Buy |
1,696
+91
| +6% | +$27.7K | 0.06% | 162 |
|
|
2024
Q2 | $453K | Hold |
1,605
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $453K | Buy |
1,605
+5
| +0.3% | +$1.41K | 0.07% | 151 |
|
|
2023
Q4 | $474K | Buy |
1,600
+4
| +0.3% | +$1.19K | 0.07% | 146 |
|
|
2023
Q3 | $421K | Buy |
1,596
+693
| +77% | +$183K | 0.07% | 150 |
|
|
2023
Q2 | $270K | Buy |
903
+17
| +2% | +$5.08K | 0.07% | 65 |
|
|
2023
Q1 | $248K | Buy |
886
+31
| +4% | +$8.67K | 0.06% | 66 |
|
|
2022
Q4 | $225K | Sell |
855
-21
| -2% | -$5.53K | 0.06% | 65 |
|
|
2022
Q3 | $202K | Buy |
876
+5
| +0.6% | +$1.15K | 0.06% | 71 |
|
|
2022
Q2 | $215K | Buy |
871
+5
| +0.6% | +$1.23K | 0.06% | 71 |
|
|
2022
Q1 | $214K | Sell |
866
-199
| -19% | -$49.2K | 0.07% | 84 |
|
|
2021
Q4 | $286K | Buy |
1,065
+5
| +0.5% | +$1.34K | 0.09% | 77 |
|
|
2021
Q3 | $256K | Buy |
1,060
+51
| +5% | +$12.3K | 0.09% | 75 |
|
|
2021
Q2 | $233K | Sell |
1,009
-260
| -20% | -$60K | 0.09% | 77 |
|
|
2021
Q1 | $284K | Sell |
1,269
-195
| -13% | -$43.6K | 0.12% | 69 |
|
|
2020
Q4 | $314K | Sell |
1,464
-308
| -17% | -$66.1K | 0.12% | 61 |
|
|
2020
Q3 | $389K | Sell |
1,772
-16
| -0.9% | -$3.51K | 0.25% | 45 |
|
|
2020
Q2 | $330K | Buy |
1,788
+57
| +3% | +$10.5K | 0.29% | 40 |
|
|
2020
Q1 | $286K | Sell |
1,731
-200
| -10% | -$33K | 0.26% | 38 |
|
|
2019
Q4 | $382K | Buy |
+1,931
| New | +$382K | 0.2% | 32 |
|