Great Lakes Retirement’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 | $1.5M | Buy |
5,126
+256
| +5% | +$74.8K | 0.18% | 118 |
|
2025
Q1 | $1.52M | Sell |
4,870
-354
| -7% | -$111K | 0.2% | 110 |
|
2024
Q4 | $1.51M | Buy |
5,224
+97
| +2% | +$28.1K | 0.2% | 111 |
|
2024
Q3 | $1.56M | Buy |
5,127
+91
| +2% | +$27.7K | 0.2% | 109 |
|
2024
Q2 | $1.28M | Sell |
5,036
-4,266
| -46% | -$1.09M | 0.18% | 116 |
|
2024
Q1 | $2.62M | Sell |
9,302
-48
| -0.5% | -$13.5K | 0.39% | 54 |
|
2023
Q4 | $2.77M | Buy |
9,350
+74
| +0.8% | +$21.9K | 0.46% | 42 |
|
2023
Q3 | $2.44M | Buy |
9,276
+295
| +3% | +$77.7K | 0.44% | 42 |
|
2023
Q2 | $2.68M | Buy |
8,981
+33
| +0.4% | +$9.85K | 0.47% | 41 |
|
2023
Q1 | $2.5M | Buy |
8,948
+4,386
| +96% | +$1.23M | 0.47% | 42 |
|
2022
Q4 | $1.2M | Buy |
+4,562
| New | +$1.2M | 0.31% | 53 |
|
2020
Q1 | $446K | Sell |
2,758
-348
| -11% | -$56.3K | 0.2% | 73 |
|
2019
Q4 | $621K | Buy |
+3,106
| New | +$621K | 0.19% | 103 |
|