EA
Emerald Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-664
| Closed | -$210K | – | 95 |
|
|
2024
Q3 | $210K | Buy |
+664
| New | +$210K | 0.03% | 87 |
|
|
2023
Q3 | – | Sell |
-787
| Closed | -$235K | – | 84 |
|
|
2023
Q2 | $235K | Sell |
787
-40
| -5% | -$11.9K | 0.06% | 76 |
|
|
2023
Q1 | $231K | Sell |
827
-51
| -6% | -$14.3K | 0.06% | 73 |
|
|
2022
Q4 | $231K | Sell |
878
-253
| -22% | -$66.7K | 0.06% | 67 |
|
|
2022
Q3 | $261K | Sell |
1,131
-5
| -0.4% | -$1.15K | 0.08% | 68 |
|
|
2022
Q2 | $281K | Sell |
1,136
-133
| -10% | -$32.9K | 0.08% | 72 |
|
|
2022
Q1 | $314K | Sell |
1,269
-14
| -1% | -$3.46K | 0.07% | 75 |
|
|
2021
Q4 | $344K | Sell |
1,283
-1,289
| -50% | -$346K | 0.08% | 70 |
|
|
2021
Q3 | $620K | Buy |
2,572
+72
| +3% | +$17.4K | 0.18% | 42 |
|
|
2021
Q2 | $578K | Buy |
2,500
+137
| +6% | +$31.7K | 0.18% | 45 |
|
|
2021
Q1 | $530K | Buy |
2,363
+49
| +2% | +$11K | 0.19% | 37 |
|
|
2020
Q4 | $497K | Sell |
2,314
-1
| -0% | -$215 | 0.17% | 41 |
|
|
2020
Q3 | $508K | Buy |
2,315
+69
| +3% | +$15.1K | 0.19% | 36 |
|
|
2020
Q2 | $414K | Buy |
2,246
+118
| +6% | +$21.8K | 0.18% | 46 |
|
|
2020
Q1 | $386K | Buy |
2,128
+1,171
| +122% | +$212K | 0.17% | 46 |
|
|
2019
Q4 | $200K | Buy |
+957
| New | +$200K | 0.19% | 94 |
|