DHJJ Financial 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 | $1.03M | Sell |
3,520
-58
| -2% | -$16.9K | 0.37% | 49 |
|
|
2025
Q1 | $1.12M | Sell |
3,578
-123
| -3% | -$38.4K | 0.45% | 44 |
|
|
2024
Q4 | $1.07M | Buy |
3,701
+195
| +6% | +$56.5K | 0.42% | 45 |
|
|
2024
Q3 | $1.07M | Buy |
3,506
+1
| +0% | +$305 | 0.42% | 42 |
|
|
2024
Q2 | $893K | Sell |
3,505
-7
| -0.2% | -$1.78K | 0.38% | 49 |
|
|
2024
Q1 | $990K | Hold |
3,512
| – | – | 0.44% | 43 |
|
|
2023
Q4 | $1.04M | Hold |
3,512
| – | – | 0.49% | 42 |
|
|
2023
Q3 | $925K | Sell |
3,512
-100
| -3% | -$26.3K | 0.47% | 43 |
|
|
2023
Q2 | $1.08M | Sell |
3,612
-140
| -4% | -$41.8K | 0.56% | 42 |
|
|
2023
Q1 | $1.05M | Hold |
3,752
| – | – | 0.57% | 41 |
|
|
2022
Q4 | $989K | Buy |
3,752
+124
| +3% | +$32.7K | 0.57% | 41 |
|
|
2022
Q3 | $837K | Hold |
3,628
| – | – | 0.49% | 45 |
|
|
2022
Q2 | $896K | Hold |
3,628
| – | – | 0.5% | 44 |
|
|
2022
Q1 | $904K | Sell |
3,628
-150
| -4% | -$37.4K | 0.43% | 50 |
|
|
2021
Q4 | $1.01M | Buy |
3,778
+63
| +2% | +$16.9K | 0.48% | 44 |
|
|
2021
Q3 | $896K | Hold |
3,715
| – | – | 0.46% | 50 |
|
|
2021
Q2 | $858K | Buy |
3,715
+97
| +3% | +$22.4K | 0.45% | 47 |
|
|
2021
Q1 | $811K | Hold |
3,618
| – | – | 0.47% | 46 |
|
|
2020
Q4 | $776K | Buy |
+3,618
| New | +$776K | 0.49% | 43 |
|