GIA
GHP Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
2,666
+100
| +4% | +$29.2K | 0.03% | 282 |
|
|
2025
Q1 | $802K | Buy |
2,566
+55
| +2% | +$17.2K | 0.04% | 275 |
|
|
2024
Q4 | $728K | Sell |
2,511
-42
| -2% | -$12.2K | 0.03% | 280 |
|
|
2024
Q3 | $777K | Buy |
2,553
+74
| +3% | +$22.5K | 0.04% | 278 |
|
|
2024
Q2 | $632K | Buy |
2,479
+35
| +1% | +$8.92K | 0.03% | 287 |
|
|
2024
Q1 | $689K | Buy |
2,444
+1
| +0% | +$282 | 0.03% | 289 |
|
|
2023
Q4 | $724K | Sell |
2,443
-256
| -9% | -$75.9K | 0.04% | 281 |
|
|
2023
Q3 | $670K | Sell |
2,699
-63
| -2% | -$15.6K | 0.04% | 282 |
|
|
2023
Q2 | $797K | Sell |
2,762
-58
| -2% | -$16.7K | 0.05% | 280 |
|
|
2023
Q1 | $788K | Buy |
2,820
+3
| +0.1% | +$839 | 0.05% | 270 |
|
|
2022
Q4 | $742K | Buy |
2,817
+130
| +5% | +$34.3K | 0.05% | 274 |
|
|
2022
Q3 | $620K | Buy |
2,687
+28
| +1% | +$6.46K | 0.05% | 274 |
|
|
2022
Q2 | $656K | Hold |
2,659
| – | – | 0.05% | 273 |
|
|
2022
Q1 | $657K | Buy |
2,659
+106
| +4% | +$26.2K | 0.04% | 274 |
|
|
2021
Q4 | $684K | Hold |
2,553
| – | – | 0.05% | 237 |
|
|
2021
Q3 | $615K | Sell |
2,553
-91
| -3% | -$21.9K | 0.05% | 227 |
|
|
2021
Q2 | $611K | Hold |
2,644
| – | – | 0.05% | 225 |
|
|
2021
Q1 | $593K | Buy |
2,644
+144
| +6% | +$32.3K | 0.05% | 222 |
|
|
2020
Q4 | $537K | Sell |
2,500
-54
| -2% | -$11.6K | 0.05% | 215 |
|
|
2020
Q3 | $561K | Sell |
2,554
-299
| -10% | -$65.7K | 0.06% | 211 |
|
|
2020
Q2 | $526K | Sell |
2,853
-340
| -11% | -$62.7K | 0.07% | 217 |
|
|
2020
Q1 | $528K | Sell |
3,193
-62
| -2% | -$10.3K | 0.08% | 210 |
|
|
2019
Q4 | $643K | Buy |
3,255
+24
| +0.7% | +$4.74K | 0.07% | 221 |
|
|
2019
Q3 | $694K | Buy |
3,231
+81
| +3% | +$17.4K | 0.09% | 212 |
|
|
2019
Q2 | $654K | Hold |
3,150
| – | – | 0.08% | 213 |
|
|
2019
Q1 | $598K | Sell |
3,150
-346
| -10% | -$65.7K | 0.08% | 214 |
|
|
2018
Q4 | $621K | Buy |
3,496
+238
| +7% | +$42.3K | 0.09% | 204 |
|
|
2018
Q3 | $545K | Sell |
3,258
-283
| -8% | -$47.3K | 0.07% | 219 |
|
|
2018
Q2 | $555K | Sell |
3,541
-91
| -3% | -$14.3K | 0.08% | 217 |
|
|
2018
Q1 | $568K | Buy |
3,632
+131
| +4% | +$20.5K | 0.08% | 219 |
|
|
2017
Q4 | $603K | Buy |
3,501
+1
| +0% | +$172 | 0.09% | 213 |
|
|
2017
Q3 | $548K | Sell |
3,500
-877
| -20% | -$137K | 0.08% | 220 |
|
|
2017
Q2 | $670K | Buy |
4,377
+950
| +28% | +$145K | 0.11% | 205 |
|
|
2017
Q1 | $444K | Buy |
3,427
+1
| +0% | +$130 | 0.08% | 229 |
|
|
2016
Q4 | $417K | Buy |
3,426
+1,267
| +59% | +$154K | 0.08% | 231 |
|
|
2016
Q3 | $249K | Buy |
2,159
+1
| +0% | +$115 | 0.05% | 253 |
|
|
2016
Q2 | $260K | Sell |
2,158
-92
| -4% | -$11.1K | 0.06% | 254 |
|
|
2016
Q1 | $283K | Buy |
2,250
+93
| +4% | +$11.7K | 0.06% | 249 |
|
|
2015
Q4 | $255K | Sell |
2,157
-169
| -7% | -$20K | 0.06% | 255 |
|
|
2015
Q3 | $229K | Sell |
2,326
-1
| -0% | -$98 | 0.06% | 252 |
|
|
2015
Q2 | $224K | Sell |
2,327
-262
| -10% | -$25.2K | 0.06% | 261 |
|
|
2015
Q1 | $252K | Sell |
2,589
-118
| -4% | -$11.5K | 0.07% | 242 |
|
|
2014
Q4 | $254K | Buy |
2,707
+10
| +0.4% | +$938 | 0.07% | 235 |
|
|
2014
Q3 | $256K | Sell |
2,697
-1,215
| -31% | -$115K | 0.08% | 224 |
|
|
2014
Q2 | $394K | Sell |
3,912
-495
| -11% | -$49.9K | 0.12% | 190 |
|
|
2014
Q1 | $432K | Buy |
4,407
+5
| +0.1% | +$490 | 0.14% | 173 |
|
|
2013
Q4 | $427K | Sell |
4,402
-77
| -2% | -$7.47K | 0.14% | 168 |
|
|
2013
Q3 | $431K | Buy |
4,479
+2
| +0% | +$192 | 0.16% | 157 |
|
|
2013
Q2 | $443K | Buy |
+4,477
| New | +$443K | 0.18% | 139 |
|