Frisch Financial Group’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 | $1.12M | Buy |
3,821
+373
| +11% | +$109K | 0.27% | 53 |
|
|
2025
Q1 | $1.08M | Sell |
3,448
-24
| -0.7% | -$7.5K | 0.3% | 48 |
|
|
2024
Q4 | $1.01M | Buy |
3,472
+40
| +1% | +$11.6K | 0.3% | 47 |
|
|
2024
Q3 | $1.05M | Sell |
3,432
-1,348
| -28% | -$410K | 0.31% | 44 |
|
|
2024
Q2 | $1.22M | Buy |
4,780
+1,635
| +52% | +$417K | 0.37% | 36 |
|
|
2024
Q1 | $887K | Sell |
3,145
-551
| -15% | -$155K | 0.29% | 45 |
|
|
2023
Q4 | $1.1M | Buy |
3,696
+397
| +12% | +$118K | 0.41% | 35 |
|
|
2023
Q3 | $869K | Sell |
3,299
-35
| -1% | -$9.22K | 0.35% | 43 |
|
|
2023
Q2 | $995K | Buy |
3,334
+216
| +7% | +$64.5K | 0.48% | 38 |
|
|
2023
Q1 | $872K | Sell |
3,118
-32
| -1% | -$8.95K | 0.34% | 47 |
|
|
2022
Q4 | $830K | Buy |
3,150
+8
| +0.3% | +$2.11K | 0.31% | 53 |
|
|
2022
Q3 | $725K | Buy |
3,142
+2
| +0.1% | +$461 | 0.31% | 49 |
|
|
2022
Q2 | $775K | Buy |
3,140
+9
| +0.3% | +$2.22K | 0.3% | 47 |
|
|
2022
Q1 | $774K | Sell |
3,131
-313
| -9% | -$77.4K | 0.25% | 56 |
|
|
2021
Q4 | $896K | Buy |
3,444
+179
| +5% | +$46.6K | 0.28% | 55 |
|
|
2021
Q3 | $788K | Sell |
3,265
-291
| -8% | -$70.2K | 0.26% | 55 |
|
|
2021
Q2 | $822K | Buy |
3,556
+9
| +0.3% | +$2.08K | 0.26% | 56 |
|
|
2021
Q1 | $794K | Sell |
3,547
-23
| -0.6% | -$5.15K | 0.27% | 55 |
|
|
2020
Q4 | $766K | Sell |
3,570
-34
| -0.9% | -$7.3K | 0.28% | 46 |
|
|
2020
Q3 | $791K | Sell |
3,604
-142
| -4% | -$31.2K | 0.34% | 39 |
|
|
2020
Q2 | $691K | Buy |
3,746
+115
| +3% | +$21.2K | 0.33% | 40 |
|
|
2020
Q1 | $600K | Sell |
3,631
-1,055
| -23% | -$174K | 0.35% | 43 |
|
|
2019
Q4 | $926K | Buy |
4,686
+1,013
| +28% | +$200K | 0.44% | 39 |
|
|
2019
Q3 | $789K | Buy |
3,673
+46
| +1% | +$9.88K | 0.48% | 38 |
|
|
2019
Q2 | $753K | Sell |
3,627
-639
| -15% | -$133K | 0.5% | 35 |
|
|
2019
Q1 | $810K | Buy |
4,266
+175
| +4% | +$33.2K | 0.5% | 37 |
|
|
2018
Q4 | $726K | Buy |
+4,091
| New | +$726K | 0.51% | 45 |
|