FAM
Flaharty Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
1,085
| – | – | 0.07% | 62 |
|
|
2025
Q1 | $339K | Hold |
1,085
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $315K | Sell |
1,085
-424
| -28% | -$123K | 0.05% | 91 |
|
|
2024
Q3 | $460K | Hold |
1,509
| – | – | 0.06% | 72 |
|
|
2024
Q2 | $385K | Sell |
1,509
-40
| -3% | -$10.2K | 0.06% | 76 |
|
|
2024
Q1 | $437K | Hold |
1,549
| – | – | 0.06% | 75 |
|
|
2023
Q4 | $459K | Hold |
1,549
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $408K | Hold |
1,549
| – | – | 0.07% | 69 |
|
|
2023
Q2 | $462K | Sell |
1,549
-87
| -5% | -$26K | 0.08% | 64 |
|
|
2023
Q1 | $457K | Buy |
1,636
+54
| +3% | +$15.1K | 0.08% | 67 |
|
|
2022
Q4 | $417K | Buy |
1,582
+404
| +34% | +$106K | 0.08% | 71 |
|
|
2022
Q3 | $272K | Sell |
1,178
-154
| -12% | -$35.6K | 0.06% | 86 |
|
|
2022
Q2 | $329K | Sell |
1,332
-125
| -9% | -$30.9K | 0.07% | 81 |
|
|
2022
Q1 | $360K | Buy |
1,457
+8
| +0.6% | +$1.98K | 0.07% | 79 |
|
|
2021
Q4 | $388K | Buy |
1,449
+24
| +2% | +$6.43K | 0.07% | 80 |
|
|
2021
Q3 | $344K | Buy |
1,425
+55
| +4% | +$13.3K | 0.07% | 88 |
|
|
2021
Q2 | $316K | Hold |
1,370
| – | – | 0.07% | 90 |
|
|
2021
Q1 | $307K | Hold |
1,370
| – | – | 0.07% | 89 |
|
|
2020
Q4 | $294K | Buy |
1,370
+368
| +37% | +$79K | 0.07% | 85 |
|
|
2020
Q3 | $220K | Buy |
+1,002
| New | +$220K | 0.07% | 63 |
|
|
2019
Q4 | – | Sell |
-1,002
| Closed | -$215K | – | 78 |
|
|
2019
Q3 | $215K | Buy |
1,002
+17
| +2% | +$3.65K | 0.08% | 68 |
|
|
2019
Q2 | $205K | Buy |
+985
| New | +$205K | 0.08% | 66 |
|
|
2018
Q1 | – | Sell |
-1,267
| Closed | -$220K | – | 97 |
|
|
2017
Q4 | $220K | Buy |
+1,267
| New | +$220K | 0.1% | 86 |
|