EFS
Essex Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
12,768
-465
| -4% | -$136K | 0.24% | 86 |
|
|
2025
Q1 | $4.13M | Sell |
13,233
-182
| -1% | -$56.9K | 0.3% | 77 |
|
|
2024
Q4 | $3.89M | Buy |
13,415
+683
| +5% | +$198K | 0.27% | 82 |
|
|
2024
Q3 | $4.01M | Sell |
12,732
-3,653
| -22% | -$1.15M | 0.29% | 77 |
|
|
2024
Q2 | $4.44M | Buy |
16,385
+5,052
| +45% | +$1.37M | 0.33% | 70 |
|
|
2024
Q1 | $3.2M | Buy |
11,333
+294
| +3% | +$82.9K | 0.29% | 78 |
|
|
2023
Q4 | $3.27M | Sell |
11,039
-10
| -0.1% | -$2.97K | 0.34% | 67 |
|
|
2023
Q3 | $2.91M | Buy |
11,049
+176
| +2% | +$46.4K | 0.34% | 69 |
|
|
2023
Q2 | $3.24M | Sell |
10,873
-1,038
| -9% | -$310K | 0.37% | 63 |
|
|
2023
Q1 | $3.33M | Buy |
11,911
+316
| +3% | +$88.4K | 0.35% | 73 |
|
|
2022
Q4 | $3.06M | Sell |
11,595
-56
| -0.5% | -$14.8K | 0.32% | 77 |
|
|
2022
Q3 | $2.69M | Buy |
11,651
+22
| +0.2% | +$5.08K | 0.32% | 76 |
|
|
2022
Q2 | $2.87M | Sell |
11,629
-296
| -2% | -$73.1K | 0.32% | 79 |
|
|
2022
Q1 | $2.95M | Sell |
11,925
-93
| -0.8% | -$23K | 0.28% | 88 |
|
|
2021
Q4 | $3.22M | Sell |
12,018
-330
| -3% | -$88.5K | 0.32% | 74 |
|
|
2021
Q3 | $2.98M | Buy |
12,348
+2,163
| +21% | +$521K | 0.34% | 68 |
|
|
2021
Q2 | $2.28M | Hold |
10,185
| – | – | 0.33% | 67 |
|
|
2021
Q1 | $2.28M | Sell |
10,185
-1,106
| -10% | -$248K | 0.41% | 59 |
|
|
2020
Q4 | $2.42M | Buy |
11,291
+1,274
| +13% | +$273K | 0.48% | 52 |
|
|
2020
Q3 | $2.16M | Buy |
10,017
+2,145
| +27% | +$462K | 0.53% | 47 |
|
|
2020
Q2 | $1.45M | Sell |
7,872
-1,823
| -19% | -$336K | 0.45% | 59 |
|
|
2020
Q1 | $1.6M | Sell |
9,695
-2,015
| -17% | -$333K | 0.57% | 46 |
|
|
2019
Q4 | $2.31M | Sell |
11,710
-151
| -1% | -$29.8K | 0.64% | 45 |
|
|
2019
Q3 | $2.55M | Sell |
11,861
-372
| -3% | -$79.9K | 0.82% | 33 |
|
|
2019
Q2 | $2.54M | Sell |
12,233
-96
| -0.8% | -$19.9K | 0.75% | 35 |
|
|
2019
Q1 | $2.34M | Sell |
12,329
-1,071
| -8% | -$203K | 0.71% | 40 |
|
|
2018
Q4 | $2.38M | Sell |
13,400
-5,051
| -27% | -$897K | 0.73% | 37 |
|
|
2018
Q3 | $3.09M | Buy |
18,451
+4,748
| +35% | +$794K | 0.68% | 41 |
|
|
2018
Q2 | $2.15M | Buy |
13,703
+102
| +0.7% | +$16K | 0.52% | 51 |
|
|
2018
Q1 | $2.13M | Buy |
13,601
+1,447
| +12% | +$226K | 0.42% | 62 |
|
|
2017
Q4 | $2.09M | Sell |
12,154
-132
| -1% | -$22.7K | 0.5% | 54 |
|
|
2017
Q3 | $1.93M | Buy |
12,286
+148
| +1% | +$23.2K | 0.47% | 55 |
|
|
2017
Q2 | $1.86M | Sell |
12,138
-3,909
| -24% | -$599K | 0.39% | 62 |
|
|
2017
Q1 | $2.08M | Sell |
16,047
-116
| -0.7% | -$15K | 0.48% | 55 |
|
|
2016
Q4 | $1.97M | Buy |
16,163
+395
| +3% | +$48.1K | 0.42% | 64 |
|
|
2016
Q3 | $1.82M | Buy |
15,768
+180
| +1% | +$20.8K | 0.43% | 61 |
|
|
2016
Q2 | $1.88M | Sell |
15,588
-428
| -3% | -$51.5K | 0.45% | 59 |
|
|
2016
Q1 | $2.01M | Sell |
16,016
-942
| -6% | -$118K | 0.5% | 51 |
|
|
2015
Q4 | $2M | Sell |
16,958
-750
| -4% | -$88.6K | 0.48% | 55 |
|
|
2015
Q3 | $1.75M | Sell |
17,708
-1,075
| -6% | -$106K | 0.45% | 61 |
|
|
2015
Q2 | $1.79M | Sell |
18,783
-5,600
| -23% | -$532K | 0.46% | 59 |
|
|
2015
Q1 | $2.38M | Sell |
24,383
-728
| -3% | -$70.9K | 0.61% | 45 |
|
|
2014
Q4 | $2.35M | Sell |
25,111
-326
| -1% | -$30.5K | 0.61% | 42 |
|
|
2014
Q3 | $2.41M | Sell |
25,437
-2,686
| -10% | -$255K | 0.72% | 34 |
|
|
2014
Q2 | $2.83M | Sell |
28,123
-248
| -0.9% | -$25K | 0.85% | 27 |
|
|
2014
Q1 | $278K | Sell |
28,371
-762
| -3% | -$7.47K | 0.09% | 226 |
|
|
2013
Q4 | $2.83M | Sell |
29,133
-1,338
| -4% | -$130K | 0.96% | 19 |
|
|
2013
Q3 | $2.93K | Sell |
30,471
-274
| -0.9% | -$26 | 0.92% | 18 |
|
|
2013
Q2 | $3.04M | Buy |
+30,745
| New | +$3.04M | 1.06% | 20 |
|