Crumly & Associates’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 | $296K | Buy |
1,014
+105
| +12% | +$30.7K | 0.07% | 129 |
|
|
2025
Q1 | $284K | Hold |
909
| – | – | 0.08% | 133 |
|
|
2024
Q4 | $264K | Hold |
909
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $277K | Buy |
909
+32
| +4% | +$9.75K | 0.08% | 126 |
|
|
2024
Q2 | $224K | Sell |
877
-2
| -0.2% | -$510 | 0.06% | 130 |
|
|
2024
Q1 | $248K | Sell |
879
-112
| -11% | -$31.6K | 0.07% | 124 |
|
|
2023
Q4 | $294K | Buy |
991
+23
| +2% | +$6.82K | 0.09% | 113 |
|
|
2023
Q3 | $255K | Sell |
968
-18
| -2% | -$4.74K | 0.1% | 102 |
|
|
2023
Q2 | $294K | Sell |
986
-538
| -35% | -$160K | 0.12% | 98 |
|
|
2023
Q1 | $426K | Sell |
1,524
-1,791
| -54% | -$501K | 0.19% | 77 |
|
|
2022
Q4 | $874K | Sell |
3,315
-423
| -11% | -$111K | 0.33% | 37 |
|
|
2022
Q3 | $863K | Buy |
3,738
+154
| +4% | +$35.6K | 0.36% | 39 |
|
|
2022
Q2 | $885K | Buy |
3,584
+253
| +8% | +$62.5K | 0.37% | 40 |
|
|
2022
Q1 | $824K | Buy |
3,331
+217
| +7% | +$53.7K | 0.31% | 51 |
|
|
2021
Q4 | $812K | Buy |
3,114
+231
| +8% | +$60.2K | 0.32% | 51 |
|
|
2021
Q3 | $695K | Buy |
2,883
+643
| +29% | +$155K | 0.32% | 51 |
|
|
2021
Q2 | $517K | Buy |
2,240
+990
| +79% | +$228K | 0.25% | 67 |
|
|
2021
Q1 | $280K | Buy |
+1,250
| New | +$280K | 0.16% | 80 |
|