Dumont & Blake Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $996K | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $626K | Hold |
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|
2022
Q4 | $590K | Hold |
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|
2022
Q3 | $517K | Sell |
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|
2022
Q2 | $928K | Buy |
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|
2022
Q1 | $912K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $919K | Buy |
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|
2021
Q2 | $877K | Buy |
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|
2021
Q1 | $840K | Hold |
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|
2020
Q4 | $804K | Buy |
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|
2020
Q3 | $815K | Buy |
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|
2020
Q2 | $677K | Buy |
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|
2020
Q1 | $590K | Buy |
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|
2019
Q4 | $698K | Hold |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $723K | Sell |
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|
2019
Q1 | $665K | Sell |
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|
2018
Q4 | $637K | Sell |
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|
2018
Q3 | $609K | Sell |
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|
2018
Q2 | $582K | Buy |
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|
2018
Q1 | $564K | Sell |
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|
2017
Q4 | $651K | Hold |
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|
2017
Q3 | $593K | Sell |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $487K | Sell |
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|
2016
Q4 | $469K | Buy |
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|
2016
Q3 | $441K | Buy |
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|
2016
Q2 | $419K | Buy |
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|
2016
Q1 | $400K | Buy |
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|
2015
Q4 | $360K | Buy |
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|
2015
Q3 | $216K | Hold |
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|
2015
Q2 | $208K | Hold |
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|
2015
Q1 | $213K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $211K | Hold |
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|
2014
Q1 | $205K | Hold |
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|
2013
Q4 | $203K | Hold |
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|
2013
Q3 | $201K | Hold |
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|
2013
Q2 | $207K | Buy |
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