E&G 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 | $324K | Sell |
1,109
-100
| -8% | -$29.2K | 0.08% | 160 |
|
|
2025
Q1 | $377K | Hold |
1,209
| – | – | 0.11% | 138 |
|
|
2024
Q4 | $350K | Sell |
1,209
-100
| -8% | -$29K | 0.1% | 148 |
|
|
2024
Q3 | $398K | Sell |
1,309
-200
| -13% | -$60.8K | 0.11% | 140 |
|
|
2024
Q2 | $385K | Sell |
1,509
-2
| -0.1% | -$511 | 0.11% | 139 |
|
|
2024
Q1 | $426K | Buy |
1,511
+171
| +13% | +$48.2K | 0.13% | 127 |
|
|
2023
Q4 | $397K | Buy |
1,340
+33
| +3% | +$9.77K | 0.14% | 125 |
|
|
2023
Q3 | $345K | Hold |
1,307
| – | – | 0.13% | 139 |
|
|
2023
Q2 | $390K | Buy |
1,307
+40
| +3% | +$11.9K | 0.14% | 136 |
|
|
2023
Q1 | $354K | Sell |
1,267
-200
| -14% | -$55.9K | 0.13% | 139 |
|
|
2022
Q4 | $387K | Buy |
1,467
+100
| +7% | +$26.4K | 0.15% | 138 |
|
|
2022
Q3 | $315K | Sell |
1,367
-208
| -13% | -$47.9K | 0.12% | 146 |
|
|
2022
Q2 | $389K | Hold |
1,575
| – | – | 0.13% | 141 |
|
|
2022
Q1 | $389K | Hold |
1,575
| – | – | 0.11% | 154 |
|
|
2021
Q4 | $422K | Hold |
1,575
| – | – | 0.11% | 148 |
|
|
2021
Q3 | $380K | Buy |
+1,575
| New | +$380K | 0.1% | 153 |
|
|
2021
Q2 | – | Sell |
-1,575
| Closed | -$353K | – | 164 |
|
|
2021
Q1 | $353K | Buy |
1,575
+370
| +31% | +$82.9K | 0.1% | 148 |
|
|
2020
Q4 | $259K | Buy |
+1,205
| New | +$259K | 0.08% | 167 |
|
|
2018
Q1 | – | Sell |
-2,700
| Closed | -$465K | – | 207 |
|
|
2017
Q4 | $465K | Buy |
2,700
+500
| +23% | +$86.1K | 0.2% | 112 |
|
|
2017
Q3 | $345K | Buy |
+2,200
| New | +$345K | 0.16% | 123 |
|