Crewe Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
2,455
-136
| -5% | -$39.7K | 0.1% | 73 |
|
|
2025
Q1 | $809K | Buy |
2,591
+535
| +26% | +$167K | 0.11% | 61 |
|
|
2024
Q4 | $596K | Sell |
2,056
-290
| -12% | -$84.1K | 0.08% | 70 |
|
|
2024
Q3 | $714K | Buy |
2,346
+9
| +0.4% | +$2.74K | 0.08% | 66 |
|
|
2024
Q2 | $596K | Buy |
2,337
+834
| +55% | +$213K | 0.07% | 91 |
|
|
2024
Q1 | $424K | Buy |
+1,503
| New | +$424K | 0.05% | 110 |
|
|
2023
Q3 | – | Sell |
-939
| Closed | -$280K | – | 785 |
|
|
2023
Q2 | $280K | Sell |
939
-285
| -23% | -$85K | 0.04% | 113 |
|
|
2023
Q1 | $342K | Buy |
1,224
+234
| +24% | +$65.4K | 0.05% | 112 |
|
|
2022
Q4 | $261K | Buy |
990
+90
| +10% | +$23.7K | 0.04% | 128 |
|
|
2022
Q3 | $208K | Buy |
900
+76
| +9% | +$17.6K | 0.04% | 139 |
|
|
2022
Q2 | $203K | Buy |
824
+175
| +27% | +$43.1K | 0.04% | 126 |
|
|
2022
Q1 | $160K | Buy |
649
+50
| +8% | +$12.3K | 0.03% | 131 |
|
|
2021
Q4 | $161K | Buy |
599
+200
| +50% | +$53.8K | 0.03% | 102 |
|
|
2021
Q3 | $96K | Hold |
399
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $92K | Hold |
399
| – | – | 0.02% | 115 |
|
|
2021
Q1 | $89K | Hold |
399
| – | – | 0.02% | 112 |
|
|
2020
Q4 | $86K | Sell |
399
-44
| -10% | -$9.48K | 0.03% | 102 |
|
|
2020
Q3 | $97K | Buy |
443
+115
| +35% | +$25.2K | 0.05% | 89 |
|
|
2020
Q2 | $61K | Hold |
328
| – | – | 0.03% | 95 |
|
|
2020
Q1 | $54K | Hold |
328
| – | – | 0.03% | 85 |
|
|
2019
Q4 | $65K | Hold |
328
| – | – | 0.03% | 98 |
|
|
2019
Q3 | $70K | Sell |
328
-42
| -11% | -$8.96K | 0.03% | 97 |
|
|
2019
Q2 | $77K | Buy |
370
+40
| +12% | +$8.32K | 0.03% | 125 |
|
|
2019
Q1 | $63K | Buy |
330
+2
| +0.6% | +$382 | 0.02% | 112 |
|
|
2018
Q4 | $58K | Hold |
328
| – | – | 0.02% | 102 |
|
|
2018
Q3 | $55K | Sell |
328
-51
| -13% | -$8.55K | 0.05% | 110 |
|
|
2018
Q2 | $59K | Hold |
379
| – | – | 0.05% | 109 |
|
|
2018
Q1 | $59K | Sell |
379
-36
| -9% | -$5.6K | 0.06% | 103 |
|
|
2017
Q4 | $71K | Buy |
+415
| New | +$71K | 0.07% | 99 |
|