CIM
Contravisory Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21K | Buy |
+11
| New | +$3.21K | ﹤0.01% | 354 |
|
|
2025
Q1 | – | Sell |
-20
| Closed | -$5.8K | – | 420 |
|
|
2024
Q4 | $5.8K | Buy |
+20
| New | +$5.8K | ﹤0.01% | 334 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$102K | – | 380 |
|
|
2024
Q2 | $102K | Sell |
400
-24,128
| -98% | -$6.15M | 0.02% | 227 |
|
|
2024
Q1 | $6.92M | Sell |
24,528
-196
| -0.8% | -$55.3K | 1.53% | 37 |
|
|
2023
Q4 | $7.33M | Sell |
24,724
-532
| -2% | -$158K | 1.8% | 21 |
|
|
2023
Q3 | $6.65M | Sell |
25,256
-765
| -3% | -$202K | 1.88% | 21 |
|
|
2023
Q2 | $7.76M | Buy |
26,021
+23,362
| +879% | +$6.97M | 2.05% | 12 |
|
|
2023
Q1 | $743K | Buy |
2,659
+56
| +2% | +$15.7K | 0.21% | 55 |
|
|
2022
Q4 | $686K | Buy |
2,603
+492
| +23% | +$130K | 0.19% | 61 |
|
|
2022
Q3 | $487K | Buy |
2,111
+60
| +3% | +$13.8K | 0.16% | 68 |
|
|
2022
Q2 | $506K | Buy |
2,051
+287
| +16% | +$70.8K | 0.16% | 70 |
|
|
2022
Q1 | $436K | Buy |
+1,764
| New | +$436K | 0.12% | 109 |
|
|
2018
Q3 | – | Sell |
-235
| Closed | -$37K | – | 344 |
|
|
2018
Q2 | $37K | Hold |
235
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $37K | Buy |
235
+135
| +135% | +$21.3K | 0.01% | 217 |
|
|
2017
Q4 | $17K | Hold |
100
| – | – | 0.01% | 234 |
|
|
2017
Q3 | $16K | Buy |
+100
| New | +$16K | 0.01% | 246 |
|
|
2016
Q3 | – | Sell |
-19
| Closed | -$2K | – | 310 |
|
|
2016
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 180 |
|
|
2016
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 168 |
|
|
2015
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 175 |
|