FGA
Fortis Group Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
583
-4,966
| -89% | -$1.45M | 0.03% | 220 |
|
|
2025
Q1 | $1.73M | Buy |
5,549
+4,966
| +852% | +$1.55M | 0.34% | 81 |
|
|
2024
Q4 | $169K | Hold |
583
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $178K | Hold |
583
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $149K | Hold |
583
| – | – | 0.03% | 181 |
|
|
2024
Q1 | $164K | Sell |
583
-1,518
| -72% | -$428K | 0.03% | 195 |
|
|
2023
Q4 | $607K | Buy |
2,101
+583
| +38% | +$168K | 0.15% | 65 |
|
|
2023
Q3 | $415K | Buy |
1,518
+451
| +42% | +$123K | 0.13% | 76 |
|
|
2023
Q2 | $318K | Buy |
1,067
+132
| +14% | +$39.4K | 0.08% | 103 |
|
|
2023
Q1 | $277K | Buy |
+935
| New | +$277K | 0.08% | 99 |
|
|
2020
Q3 | $345K | Buy |
+1,578
| New | +$345K | 0.07% | 124 |
|