FSG
Financial Strategies Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
716
-1,324
| -65% | -$397K | 0.04% | 90 |
|
|
2025
Q1 | $637K | Buy |
2,040
+9
| +0.4% | +$2.81K | 0.15% | 58 |
|
|
2024
Q4 | $573K | Hold |
2,031
| – | – | 0.14% | 56 |
|
|
2024
Q3 | $629K | Hold |
2,031
| – | – | 0.15% | 48 |
|
|
2024
Q2 | $499K | Sell |
2,031
-82
| -4% | -$20.2K | 0.13% | 55 |
|
|
2024
Q1 | $569K | Hold |
2,113
| – | – | 0.15% | 47 |
|
|
2023
Q4 | $635K | Hold |
2,113
| – | – | 0.18% | 46 |
|
|
2023
Q3 | $531K | Hold |
2,113
| – | – | 0.17% | 49 |
|
|
2023
Q2 | $631K | Buy |
2,113
+87
| +4% | +$26K | 0.2% | 46 |
|
|
2023
Q1 | $566K | Buy |
2,026
+97
| +5% | +$27.1K | 0.22% | 49 |
|
|
2022
Q4 | $508K | Sell |
1,929
-283
| -13% | -$74.6K | 0.21% | 52 |
|
|
2022
Q3 | $510K | Buy |
2,212
+291
| +15% | +$67.1K | 0.23% | 53 |
|
|
2022
Q2 | $474K | Buy |
1,921
+5
| +0.3% | +$1.23K | 0.2% | 55 |
|
|
2022
Q1 | $474K | Hold |
1,916
| – | – | 0.19% | 58 |
|
|
2021
Q4 | $514K | Sell |
1,916
-24
| -1% | -$6.44K | 0.21% | 53 |
|
|
2021
Q3 | $468K | Buy |
1,940
+33
| +2% | +$7.96K | 0.21% | 49 |
|
|
2021
Q2 | $440K | Hold |
1,907
| – | – | 0.2% | 46 |
|
|
2021
Q1 | $427K | Buy |
1,907
+299
| +19% | +$67K | 0.22% | 41 |
|
|
2020
Q4 | $345K | Hold |
1,608
| – | – | 0.19% | 44 |
|
|
2020
Q3 | $353K | Hold |
1,608
| – | – | 0.24% | 38 |
|
|
2020
Q2 | $297K | Hold |
1,608
| – | – | 0.22% | 34 |
|
|
2020
Q1 | $266K | Hold |
1,608
| – | – | 0.24% | 34 |
|
|
2019
Q4 | $318K | Buy |
+1,608
| New | +$318K | 0.26% | 35 |
|