GA
Geller Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $791K | Sell |
2,730
-2
| -0.1% | -$580 | 0.05% | 83 |
|
|
2024
Q3 | $832K | Buy |
2,732
+99
| +4% | +$30.1K | 0.06% | 88 |
|
|
2024
Q2 | $671K | Buy |
2,633
+17
| +0.6% | +$4.33K | 0.05% | 109 |
|
|
2024
Q1 | $738K | Buy |
2,616
+125
| +5% | +$35.2K | 0.06% | 97 |
|
|
2023
Q4 | $739K | Sell |
2,491
-739
| -23% | -$219K | 0.07% | 87 |
|
|
2023
Q3 | $851K | Buy |
3,230
+1,470
| +84% | +$387K | 0.1% | 64 |
|
|
2023
Q2 | $525K | Buy |
1,760
+318
| +22% | +$94.9K | 0.07% | 108 |
|
|
2023
Q1 | $403K | Buy |
1,442
+415
| +40% | +$116K | 0.06% | 92 |
|
|
2022
Q4 | $271K | Sell |
1,027
-269
| -21% | -$70.9K | 0.05% | 107 |
|
|
2022
Q3 | $299K | Sell |
1,296
-791
| -38% | -$182K | 0.07% | 79 |
|
|
2022
Q2 | $515K | Buy |
2,087
+3
| +0.1% | +$740 | 0.11% | 50 |
|
|
2022
Q1 | $515K | Buy |
2,084
+345
| +20% | +$85.3K | 0.1% | 56 |
|
|
2021
Q4 | $466K | Hold |
1,739
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $419K | Sell |
1,739
-912
| -34% | -$220K | 0.09% | 67 |
|
|
2021
Q2 | $612K | Sell |
2,651
-3
| -0.1% | -$693 | 0.13% | 39 |
|
|
2021
Q1 | $595K | Buy |
2,654
+646
| +32% | +$145K | 0.14% | 37 |
|
|
2020
Q4 | $532K | Hold |
2,008
| – | – | 0.13% | 37 |
|
|
2020
Q3 | $441K | Sell |
2,008
-550
| -22% | -$121K | 0.13% | 40 |
|
|
2020
Q2 | $472K | Buy |
+2,558
| New | +$472K | 0.14% | 35 |
|
|
2020
Q1 | – | Sell |
-1,153
| Closed | -$228K | – | 75 |
|
|
2019
Q4 | $228K | Buy |
+1,153
| New | +$228K | 0.07% | 48 |
|