DAS
Dynamic Advisor Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
16,823
+76
| +0.5% | +$22.2K | 0.15% | 162 |
|
|
2025
Q1 | $5.23M | Sell |
16,747
-503
| -3% | -$157K | 0.17% | 143 |
|
|
2024
Q4 | $5M | Sell |
17,250
-1,560
| -8% | -$452K | 0.22% | 113 |
|
|
2024
Q3 | $5.73M | Sell |
18,810
-297
| -2% | -$90.4K | 0.17% | 149 |
|
|
2024
Q2 | $4.87M | Sell |
19,107
-3,000
| -14% | -$765K | 0.15% | 168 |
|
|
2024
Q1 | $6.23M | Buy |
22,107
+72
| +0.3% | +$20.3K | 0.21% | 128 |
|
|
2023
Q4 | $6.37M | Buy |
22,035
+2,208
| +11% | +$638K | 0.24% | 113 |
|
|
2023
Q3 | $5.22M | Buy |
19,827
+1,964
| +11% | +$517K | 0.25% | 112 |
|
|
2023
Q2 | $5.33M | Sell |
17,863
-2,193
| -11% | -$654K | 0.28% | 101 |
|
|
2023
Q1 | $5.61M | Sell |
20,056
-28
| -0.1% | -$7.83K | 0.33% | 81 |
|
|
2022
Q4 | $5.29M | Sell |
20,084
-3,810
| -16% | -$1M | 0.36% | 66 |
|
|
2022
Q3 | $5.51M | Buy |
23,894
+684
| +3% | +$158K | 0.42% | 53 |
|
|
2022
Q2 | $5.73M | Sell |
23,210
-1,113
| -5% | -$275K | 0.44% | 51 |
|
|
2022
Q1 | $6.02M | Buy |
24,323
+901
| +4% | +$223K | 0.42% | 49 |
|
|
2021
Q4 | $6.28M | Buy |
23,422
+2,626
| +13% | +$704K | 0.45% | 47 |
|
|
2021
Q3 | $5.01M | Buy |
20,796
+474
| +2% | +$114K | 0.38% | 60 |
|
|
2021
Q2 | $4.69M | Buy |
20,322
+3,696
| +22% | +$854K | 0.37% | 63 |
|
|
2021
Q1 | $3.73M | Sell |
16,626
-1,999
| -11% | -$448K | 0.35% | 69 |
|
|
2020
Q4 | $4M | Buy |
18,625
+6,405
| +52% | +$1.37M | 0.37% | 67 |
|
|
2020
Q3 | $2.68M | Buy |
12,220
+517
| +4% | +$113K | 0.3% | 92 |
|
|
2020
Q2 | $2.16M | Buy |
11,703
+158
| +1% | +$29.1K | 0.29% | 101 |
|
|
2020
Q1 | $1.91M | Buy |
11,545
+2,727
| +31% | +$451K | 0.35% | 81 |
|
|
2019
Q4 | $1.74M | Buy |
8,818
+151
| +2% | +$29.8K | 0.24% | 110 |
|
|
2019
Q3 | $1.86M | Sell |
8,667
-102
| -1% | -$21.9K | 0.29% | 89 |
|
|
2019
Q2 | $1.82M | Buy |
8,769
+1,141
| +15% | +$237K | 0.29% | 91 |
|
|
2019
Q1 | $1.45M | Buy |
7,628
+22
| +0.3% | +$4.18K | 0.27% | 95 |
|
|
2018
Q4 | $1.4M | Sell |
7,606
-294
| -4% | -$54.1K | 0.3% | 93 |
|
|
2018
Q3 | $1.32M | Buy |
7,900
+203
| +3% | +$34K | 0.27% | 109 |
|
|
2018
Q2 | $1.21M | Buy |
7,697
+1,328
| +21% | +$208K | 0.27% | 109 |
|
|
2018
Q1 | $996K | Buy |
6,369
+4,192
| +193% | +$656K | 0.26% | 117 |
|
|
2017
Q4 | $375K | Sell |
2,177
-114
| -5% | -$19.6K | 0.12% | 181 |
|
|
2017
Q3 | $359K | Sell |
2,291
-850
| -27% | -$133K | 0.14% | 167 |
|
|
2017
Q2 | $481K | Buy |
3,141
+1,071
| +52% | +$164K | 0.19% | 140 |
|
|
2017
Q1 | $268K | Hold |
2,070
| – | – | 0.1% | 176 |
|
|
2016
Q4 | $252K | Sell |
2,070
-91
| -4% | -$11.1K | 0.1% | 185 |
|
|
2016
Q3 | $249K | Buy |
2,161
+8
| +0.4% | +$922 | 0.09% | 207 |
|
|
2016
Q2 | $259K | Buy |
2,153
+92
| +4% | +$11.1K | 0.1% | 181 |
|
|
2016
Q1 | $259K | Sell |
2,061
-32,890
| -94% | -$4.13M | 0.11% | 177 |
|
|
2015
Q4 | $4.13M | Sell |
34,951
-1,738
| -5% | -$205K | 1.71% | 11 |
|
|
2015
Q3 | $3.62M | Buy |
36,689
+2,100
| +6% | +$207K | 1.82% | 12 |
|
|
2015
Q2 | $3.29M | Sell |
34,589
-2,803
| -7% | -$266K | 1.92% | 7 |
|
|
2015
Q1 | $3.64M | Buy |
37,392
+5,327
| +17% | +$519K | 1.83% | 8 |
|
|
2014
Q4 | $3.01M | Buy |
+32,065
| New | +$3.01M | 1.61% | 15 |
|