CA
CSM Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,153
| Closed | -$294K | – | 131 |
|
|
2024
Q2 | $294K | Hold |
1,153
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $325K | Sell |
1,153
-300
| -21% | -$84.6K | 0.02% | 126 |
|
|
2023
Q4 | $431K | Sell |
1,453
-100
| -6% | -$29.7K | 0.03% | 126 |
|
|
2023
Q3 | $409K | Sell |
1,553
-650
| -30% | -$171K | 0.04% | 120 |
|
|
2023
Q2 | $657K | Sell |
2,203
-200
| -8% | -$59.6K | 0.05% | 117 |
|
|
2023
Q1 | $672K | Hold |
2,403
| – | – | 0.06% | 109 |
|
|
2022
Q4 | $633K | Hold |
2,403
| – | – | 0.06% | 107 |
|
|
2022
Q3 | $554K | Hold |
2,403
| – | – | 0.06% | 108 |
|
|
2022
Q2 | $593K | Hold |
2,403
| – | – | 0.05% | 99 |
|
|
2022
Q1 | $594K | Hold |
2,403
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $644K | Hold |
2,403
| – | – | 0.04% | 122 |
|
|
2021
Q3 | $579K | Hold |
2,403
| – | – | 0.04% | 119 |
|
|
2021
Q2 | $555K | Buy |
+2,403
| New | +$555K | 0.04% | 127 |
|