FA
Fiducient Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
2,120
-396
| -16% | -$116K | 0.08% | 87 |
|
|
2025
Q1 | $786K | Buy |
2,516
+161
| +7% | +$50.3K | 0.1% | 81 |
|
|
2024
Q4 | $683K | Hold |
2,355
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $717K | Sell |
2,355
-763
| -24% | -$232K | 0.08% | 81 |
|
|
2024
Q2 | $795K | Buy |
3,118
+795
| +34% | +$203K | 0.11% | 74 |
|
|
2024
Q1 | $655K | Sell |
2,323
-32
| -1% | -$9.02K | 0.13% | 68 |
|
|
2023
Q4 | $698K | Buy |
2,355
+665
| +39% | +$197K | 0.13% | 61 |
|
|
2023
Q3 | $445K | Buy |
+1,690
| New | +$445K | 0.03% | 72 |
|
|
2021
Q4 | – | Sell |
-1,650
| Closed | -$398K | – | 86 |
|
|
2021
Q3 | $398K | Hold |
1,650
| – | – | 0.12% | 61 |
|
|
2021
Q2 | $381K | Sell |
1,650
-2,860
| -63% | -$660K | 0.12% | 48 |
|
|
2021
Q1 | $1.01M | Buy |
4,510
+70
| +2% | +$15.7K | 0.33% | 27 |
|
|
2020
Q4 | $953K | Buy |
+4,440
| New | +$953K | 0.35% | 25 |
|