Financial Advisory Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.43M | Buy |
5,058
+10
| +0.2% | +$2.82K | 0.25% | 40 |
|
|
2023
Q4 | $1.5M | Hold |
5,048
| – | – | 0.28% | 39 |
|
|
2023
Q3 | $1.33M | Hold |
5,048
| – | – | 0.27% | 43 |
|
|
2023
Q2 | $1.51M | Hold |
5,048
| – | – | 0.3% | 39 |
|
|
2023
Q1 | $1.41M | Hold |
5,048
| – | – | 0.28% | 40 |
|
|
2022
Q4 | $1.33M | Hold |
5,048
| – | – | 0.28% | 40 |
|
|
2022
Q3 | $1.17M | Sell |
5,048
-251
| -5% | -$57.9K | 0.26% | 42 |
|
|
2022
Q2 | $1.31M | Buy |
5,299
+2
| +0% | +$494 | 0.28% | 40 |
|
|
2022
Q1 | $1.31M | Buy |
5,297
+2
| +0% | +$495 | 0.25% | 39 |
|
|
2021
Q4 | $1.42M | Buy |
5,295
+401
| +8% | +$108K | 0.28% | 37 |
|
|
2021
Q3 | $1.18M | Buy |
4,894
+36
| +0.7% | +$8.68K | 0.26% | 40 |
|
|
2021
Q2 | $1.12M | Buy |
4,858
+245
| +5% | +$56.6K | 0.27% | 38 |
|
|
2021
Q1 | $1.03M | Sell |
4,613
-251
| -5% | -$56.3K | 0.26% | 34 |
|
|
2020
Q4 | $1.04M | Buy |
4,864
+251
| +5% | +$53.9K | 0.27% | 34 |
|
|
2020
Q3 | $1.01M | Sell |
4,613
-65
| -1% | -$14.3K | 0.33% | 31 |
|
|
2020
Q2 | $863K | Buy |
4,678
+65
| +1% | +$12K | 0.3% | 36 |
|
|
2020
Q1 | $763K | Sell |
4,613
-20
| -0.4% | -$3.31K | 0.25% | 38 |
|
|
2019
Q4 | $916K | Buy |
4,633
+20
| +0.4% | +$3.95K | 0.24% | 38 |
|
|
2019
Q3 | $990K | Hold |
4,613
| – | – | 0.27% | 36 |
|
|
2019
Q2 | $986K | Buy |
4,613
+400
| +9% | +$85.5K | 0.26% | 35 |
|
|
2019
Q1 | $800K | Hold |
4,213
| – | – | 0.22% | 38 |
|
|
2018
Q4 | $748K | Hold |
4,213
| – | – | 0.23% | 37 |
|
|
2018
Q3 | $705K | Hold |
4,213
| – | – | 0.19% | 34 |
|
|
2018
Q2 | $660K | Hold |
4,213
| – | – | 0.18% | 35 |
|
|
2018
Q1 | $659K | Hold |
4,213
| – | – | 0.2% | 33 |
|
|
2017
Q4 | $725K | Hold |
4,213
| – | – | 0.22% | 33 |
|
|
2017
Q3 | $660K | Sell |
4,213
-2,707
| -39% | -$424K | 0.22% | 33 |
|
|
2017
Q2 | $1.06M | Hold |
6,920
| – | – | 0.36% | 28 |
|
|
2017
Q1 | $897K | Hold |
6,920
| – | – | 0.31% | 29 |
|
|
2016
Q4 | $842K | Sell |
6,920
-75
| -1% | -$9.13K | 0.32% | 32 |
|
|
2016
Q3 | $807K | Buy |
6,995
+75
| +1% | +$8.65K | 0.35% | 28 |
|
|
2016
Q2 | $833K | Hold |
6,920
| – | – | 0.41% | 26 |
|
|
2016
Q1 | $869K | Sell |
6,920
-138
| -2% | -$17.3K | 0.42% | 25 |
|
|
2015
Q4 | $834K | Buy |
7,058
+1,130
| +19% | +$134K | 0.4% | 24 |
|
|
2015
Q3 | $584K | Hold |
5,928
| – | – | 0.29% | 27 |
|
|
2015
Q2 | $564K | Hold |
5,928
| – | – | 0.28% | 28 |
|
|
2015
Q1 | $578K | Hold |
5,928
| – | – | 0.28% | 24 |
|
|
2014
Q4 | $555K | Sell |
5,928
-458
| -7% | -$42.9K | 0.29% | 25 |
|
|
2014
Q3 | $606K | Buy |
6,386
+470
| +8% | +$44.6K | 0.34% | 22 |
|
|
2014
Q2 | $596K | Hold |
5,916
| – | – | 0.34% | 23 |
|
|
2014
Q1 | $580K | Sell |
5,916
-1,200
| -17% | -$118K | 0.32% | 23 |
|
|
2013
Q4 | $690K | Buy |
7,116
+2,365
| +50% | +$229K | 0.39% | 19 |
|
|
2013
Q3 | $457K | Sell |
4,751
-150
| -3% | -$14.4K | 0.29% | 23 |
|
|
2013
Q2 | $485K | Buy |
+4,901
| New | +$485K | 0.31% | 23 |
|