First Business Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
2,229
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $696K | Sell |
2,229
-60
| -3% | -$18.7K | 0.07% | 99 |
|
|
2024
Q4 | $664K | Hold |
2,289
| – | – | 0.07% | 103 |
|
|
2024
Q3 | $697K | Sell |
2,289
-25
| -1% | -$7.61K | 0.07% | 94 |
|
|
2024
Q2 | $590K | Sell |
2,314
-166
| -7% | -$42.3K | 0.06% | 97 |
|
|
2024
Q1 | $699K | Hold |
2,480
| – | – | 0.08% | 92 |
|
|
2023
Q4 | $735K | Sell |
2,480
-4,708
| -65% | -$1.4M | 0.09% | 86 |
|
|
2023
Q3 | $1.89M | Buy |
7,188
+74
| +1% | +$19.5K | 0.24% | 39 |
|
|
2023
Q2 | $2.12M | Sell |
7,114
-525
| -7% | -$157K | 0.26% | 30 |
|
|
2023
Q1 | $2.14M | Hold |
7,639
| – | – | 0.27% | 28 |
|
|
2022
Q4 | $2.01M | Sell |
7,639
-95
| -1% | -$25K | 0.27% | 30 |
|
|
2022
Q3 | $1.79M | Hold |
7,734
| – | – | 0.25% | 29 |
|
|
2022
Q2 | $1.91M | Sell |
7,734
-100
| -1% | -$24.7K | 0.26% | 28 |
|
|
2022
Q1 | $1.94M | Hold |
7,834
| – | – | 0.21% | 33 |
|
|
2021
Q4 | $2.1M | Buy |
7,834
+34
| +0.4% | +$9.11K | 0.22% | 29 |
|
|
2021
Q3 | $1.88M | Buy |
7,800
+5,175
| +197% | +$1.25M | 0.22% | 27 |
|
|
2021
Q2 | $606K | Buy |
2,625
+150
| +6% | +$34.6K | 0.07% | 92 |
|
|
2021
Q1 | $555K | Buy |
2,475
+61
| +3% | +$13.7K | 0.07% | 84 |
|
|
2020
Q4 | $518K | Hold |
2,414
| – | – | 0.08% | 81 |
|
|
2020
Q3 | $530K | Sell |
2,414
-604
| -20% | -$133K | 0.09% | 73 |
|
|
2020
Q2 | $557K | Sell |
3,018
-220
| -7% | -$40.6K | 0.1% | 65 |
|
|
2020
Q1 | $535K | Buy |
3,238
+777
| +32% | +$128K | 0.11% | 53 |
|
|
2019
Q4 | $486K | Hold |
2,461
| – | – | 0.08% | 78 |
|
|
2019
Q3 | $528K | Sell |
2,461
-596
| -19% | -$128K | 0.09% | 70 |
|
|
2019
Q2 | $635K | Buy |
3,057
+23
| +0.8% | +$4.78K | 0.11% | 57 |
|
|
2019
Q1 | $576K | Hold |
3,034
| – | – | 0.1% | 62 |
|
|
2018
Q4 | $539K | Buy |
3,034
+785
| +35% | +$139K | 0.09% | 85 |
|
|
2018
Q3 | $376K | Hold |
2,249
| – | – | 0.06% | 85 |
|
|
2018
Q2 | $352K | Hold |
2,249
| – | – | 0.06% | 71 |
|
|
2018
Q1 | $352K | Sell |
2,249
-508
| -18% | -$79.5K | 0.07% | 68 |
|
|
2017
Q4 | $475K | Sell |
2,757
-335
| -11% | -$57.7K | 0.09% | 65 |
|
|
2017
Q3 | $484K | Hold |
3,092
| – | – | 0.1% | 57 |
|
|
2017
Q2 | $474K | Hold |
3,092
| – | – | 0.1% | 55 |
|
|
2017
Q1 | $401K | Buy |
3,092
+658
| +27% | +$85.3K | 0.08% | 66 |
|
|
2016
Q4 | $296K | Buy |
2,434
+220
| +10% | +$26.8K | 0.07% | 58 |
|
|
2016
Q3 | $255K | Hold |
2,214
| – | – | 0.06% | 68 |
|
|
2016
Q2 | $266K | Hold |
2,214
| – | – | 0.07% | 65 |
|
|
2016
Q1 | $278K | Sell |
2,214
-30
| -1% | -$3.77K | 0.08% | 66 |
|
|
2015
Q4 | $265K | Buy |
2,244
+30
| +1% | +$3.54K | 0.08% | 49 |
|
|
2015
Q3 | $218K | Sell |
2,214
-255
| -10% | -$25.1K | 0.07% | 76 |
|
|
2015
Q2 | $235K | Sell |
2,469
-115
| -4% | -$10.9K | 0.07% | 73 |
|
|
2015
Q1 | $252K | Hold |
2,584
| – | – | 0.08% | 66 |
|
|
2014
Q4 | $242K | Sell |
2,584
-366
| -12% | -$34.3K | 0.08% | 68 |
|
|
2014
Q3 | $280K | Buy |
+2,950
| New | +$280K | 0.1% | 51 |
|
|
2013
Q3 | – | Sell |
-2,927
| Closed | -$290K | – | 32 |
|
|
2013
Q2 | $290K | Buy |
+2,927
| New | +$290K | 0.17% | 19 |
|