CFGS
Concourse Financial Group Securities’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,727
| Closed | -$3.3M | – | 4912 |
|
|
2024
Q4 | $3.3M | Sell |
11,727
-177
| -1% | -$49.8K | 0.19% | 115 |
|
|
2024
Q3 | $3.63M | Sell |
11,904
-911
| -7% | -$277K | 0.22% | 112 |
|
|
2024
Q2 | $3.27M | Buy |
12,815
+156
| +1% | +$39.8K | 0.2% | 113 |
|
|
2024
Q1 | $3.57M | Buy |
12,659
+210
| +2% | +$59.2K | 0.23% | 105 |
|
|
2023
Q4 | $3.69M | Buy |
12,449
+113
| +0.9% | +$33.5K | 0.26% | 87 |
|
|
2023
Q3 | $3.25M | Buy |
12,336
+59
| +0.5% | +$15.5K | 0.25% | 94 |
|
|
2023
Q2 | $3.66M | Sell |
12,277
-516
| -4% | -$154K | 0.28% | 85 |
|
|
2023
Q1 | $3.58M | Buy |
12,793
+780
| +6% | +$218K | 0.28% | 83 |
|
|
2022
Q4 | $3.17M | Buy |
12,013
+408
| +4% | +$108K | 0.26% | 92 |
|
|
2022
Q3 | $2.68M | Sell |
11,605
-30
| -0.3% | -$6.92K | 0.25% | 95 |
|
|
2022
Q2 | $2.87M | Sell |
11,635
-309
| -3% | -$76.3K | 0.24% | 95 |
|
|
2022
Q1 | $2.95M | Sell |
11,944
-3,313
| -22% | -$819K | 0.22% | 102 |
|
|
2021
Q4 | $4.09M | Buy |
15,257
+840
| +6% | +$225K | 0.23% | 93 |
|
|
2021
Q3 | $3.48M | Buy |
14,417
+1,190
| +9% | +$287K | 0.21% | 103 |
|
|
2021
Q2 | $3.06M | Sell |
13,227
-126
| -0.9% | -$29.1K | 0.19% | 111 |
|
|
2021
Q1 | $2.99M | Sell |
13,353
-285
| -2% | -$63.9K | 0.21% | 106 |
|
|
2020
Q4 | $2.93M | Buy |
13,638
+1,418
| +12% | +$304K | 0.22% | 98 |
|
|
2020
Q3 | $2.68M | Buy |
12,220
+372
| +3% | +$81.6K | 0.23% | 93 |
|
|
2020
Q2 | $2.19M | Buy |
11,848
+1,053
| +10% | +$194K | 0.21% | 99 |
|
|
2020
Q1 | $1.79M | Sell |
10,795
-615
| -5% | -$102K | 0.2% | 111 |
|
|
2019
Q4 | $2.26M | Buy |
11,410
+8,994
| +372% | +$1.78M | 0.22% | 97 |
|
|
2019
Q3 | $519K | Sell |
2,416
-6,420
| -73% | -$1.38M | 0.13% | 131 |
|
|
2019
Q2 | $1.84M | Sell |
8,836
-3,082
| -26% | -$640K | 0.19% | 99 |
|
|
2019
Q1 | $2.26M | Buy |
11,918
+1,011
| +9% | +$192K | 0.23% | 81 |
|
|
2018
Q4 | $1.94M | Buy |
10,907
+4,620
| +73% | +$820K | 0.23% | 83 |
|
|
2018
Q3 | $1.05M | Buy |
+6,287
| New | +$1.05M | 0.3% | 77 |
|