CA
Continuum Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,243
+423
| +11% | +$124K | 0.15% | 140 |
|
|
2025
Q1 | $1.19M | Sell |
3,820
-268
| -7% | -$83.7K | 0.15% | 132 |
|
|
2024
Q4 | $1.19M | Buy |
4,088
+19
| +0.5% | +$5.51K | 0.15% | 134 |
|
|
2024
Q3 | $1.21M | Sell |
4,069
-47
| -1% | -$14K | 0.16% | 141 |
|
|
2024
Q2 | $1.05M | Buy |
4,116
+90
| +2% | +$22.9K | 0.15% | 144 |
|
|
2024
Q1 | $1.08M | Sell |
4,026
-758
| -16% | -$203K | 0.16% | 143 |
|
|
2023
Q4 | $1.42M | Sell |
4,784
-22,057
| -82% | -$6.54M | 0.2% | 126 |
|
|
2023
Q3 | $1.3M | Buy |
26,841
+66
| +0.2% | +$3.19K | 0.21% | 133 |
|
|
2023
Q2 | $1.45M | Buy |
26,775
+61
| +0.2% | +$3.3K | 0.23% | 119 |
|
|
2023
Q1 | $1.34M | Buy |
26,714
+59
| +0.2% | +$2.96K | 0.23% | 122 |
|
|
2022
Q4 | $1.25M | Sell |
26,655
-109
| -0.4% | -$5.11K | 0.23% | 132 |
|
|
2022
Q3 | $1.12M | Sell |
26,764
-412
| -2% | -$17.3K | 0.2% | 137 |
|
|
2022
Q2 | $1.3M | Sell |
27,176
-96
| -0.4% | -$4.59K | 0.24% | 122 |
|
|
2022
Q1 | $1.34M | Buy |
27,272
+1,845
| +7% | +$90.4K | 0.25% | 107 |
|
|
2021
Q4 | $941K | Sell |
25,427
-335
| -1% | -$12.4K | 0.21% | 111 |
|
|
2021
Q3 | $929K | Buy |
25,762
+22,216
| +627% | +$801K | 0.25% | 96 |
|
|
2021
Q2 | $819K | Buy |
3,546
+2,461
| +227% | +$568K | 0.25% | 96 |
|
|
2021
Q1 | $251K | Buy |
1,085
+50
| +5% | +$11.6K | 0.1% | 152 |
|
|
2020
Q4 | $222K | Buy |
1,035
+47
| +5% | +$10.1K | 0.1% | 146 |
|
|
2020
Q3 | $217K | Buy |
+988
| New | +$217K | 0.12% | 134 |
|
|
2018
Q1 | – | Sell |
-1,936
| Closed | -$333K | – | 160 |
|
|
2017
Q4 | $333K | Buy |
1,936
+222
| +13% | +$38.2K | 0.26% | 111 |
|
|
2017
Q3 | $269K | Buy |
1,714
+175
| +11% | +$27.5K | 0.24% | 115 |
|
|
2017
Q2 | $236K | Buy |
+1,539
| New | +$236K | 0.23% | 121 |
|