Dover 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 | $1.12M | Buy |
3,827
+68
| +2% | +$19.9K | 0.49% | 53 |
|
2025
Q1 | $1.17M | Buy |
3,759
+309
| +9% | +$96.5K | 0.51% | 54 |
|
2024
Q4 | $1M | Buy |
3,450
+20
| +0.6% | +$5.8K | 0.57% | 59 |
|
2024
Q3 | $1.04M | Sell |
3,430
-395
| -10% | -$120K | 0.59% | 54 |
|
2024
Q2 | $975K | Buy |
3,825
+110
| +3% | +$28K | 0.6% | 55 |
|
2024
Q1 | $1.05M | Buy |
3,715
+1,772
| +91% | +$500K | 0.72% | 45 |
|
2023
Q4 | $576K | Sell |
1,943
-1,079
| -36% | -$320K | 0.76% | 48 |
|
2023
Q3 | $796K | Buy |
3,022
+80
| +3% | +$21.1K | 0.81% | 47 |
|
2023
Q2 | $878K | Sell |
2,942
-239
| -8% | -$71.3K | 0.78% | 42 |
|
2023
Q1 | $889K | Buy |
3,181
+567
| +22% | +$159K | 0.86% | 40 |
|
2022
Q4 | $689K | Buy |
+2,614
| New | +$689K | 0.74% | 47 |
|