HHGA
Halbert Hargrove Global Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8K | Buy |
109
+105
| +2,625% | +$30.7K | ﹤0.01% | 157 |
|
|
2025
Q1 | $1.28K | Buy |
+4
| New | +$1.28K | ﹤0.01% | 419 |
|
|
2024
Q1 | – | Sell |
-1,612
| Closed | -$478K | – | 97 |
|
|
2023
Q4 | $478K | Buy |
1,612
+14
| +0.9% | +$4.15K | 0.03% | 55 |
|
|
2023
Q3 | $421K | Buy |
1,598
+9
| +0.6% | +$2.37K | 0.03% | 57 |
|
|
2023
Q2 | $474K | Sell |
1,589
-1,575
| -50% | -$470K | 0.03% | 50 |
|
|
2023
Q1 | $885K | Buy |
3,164
+117
| +4% | +$32.7K | 0.06% | 50 |
|
|
2022
Q4 | $803K | Sell |
3,047
-50
| -2% | -$13.2K | 0.06% | 50 |
|
|
2022
Q3 | $715K | Buy |
3,097
+132
| +4% | +$30.5K | 0.06% | 56 |
|
|
2022
Q2 | $732K | Buy |
2,965
+81
| +3% | +$20K | 0.05% | 56 |
|
|
2022
Q1 | $714K | Sell |
2,884
-125
| -4% | -$30.9K | 0.05% | 63 |
|
|
2021
Q4 | $807K | Sell |
3,009
-41
| -1% | -$11K | 0.05% | 59 |
|
|
2021
Q3 | $735K | Sell |
3,050
-203
| -6% | -$48.9K | 0.05% | 53 |
|
|
2021
Q2 | $752K | Buy |
3,253
+327
| +11% | +$75.6K | 0.05% | 55 |
|
|
2021
Q1 | $655K | Buy |
2,926
+1,502
| +105% | +$336K | 0.05% | 53 |
|
|
2020
Q4 | $305K | Sell |
1,424
-1
| -0.1% | -$214 | 0.02% | 79 |
|
|
2020
Q3 | $312K | Buy |
1,425
+65
| +5% | +$14.2K | 0.03% | 68 |
|
|
2020
Q2 | $251K | Sell |
1,360
-6
| -0.4% | -$1.11K | 0.04% | 70 |
|
|
2020
Q1 | $226K | Buy |
1,366
+140
| +11% | +$23.2K | 0.04% | 67 |
|
|
2019
Q4 | $243K | Sell |
1,226
-26
| -2% | -$5.15K | 0.06% | 61 |
|
|
2019
Q3 | $269K | Sell |
1,252
-18
| -1% | -$3.87K | 0.07% | 57 |
|
|
2019
Q2 | $264K | Buy |
+1,270
| New | +$264K | 0.07% | 55 |
|
|
2019
Q1 | – | Sell |
-1,296
| Closed | -$230K | – | 60 |
|
|
2018
Q4 | $230K | Sell |
1,296
-20
| -2% | -$3.55K | 0.05% | 65 |
|
|
2018
Q3 | $220K | Sell |
1,316
-29
| -2% | -$4.85K | 0.06% | 69 |
|
|
2018
Q2 | $211K | Sell |
1,345
-7
| -0.5% | -$1.1K | 0.06% | 70 |
|
|
2018
Q1 | $211K | Sell |
1,352
-57
| -4% | -$8.9K | 0.06% | 65 |
|
|
2017
Q4 | $243K | Sell |
1,409
-45
| -3% | -$7.76K | 0.06% | 58 |
|
|
2017
Q3 | $228K | Sell |
1,454
-61
| -4% | -$9.57K | 0.06% | 60 |
|
|
2017
Q2 | $232K | Sell |
1,515
-380
| -20% | -$58.2K | 0.06% | 63 |
|
|
2017
Q1 | $246K | Buy |
+1,895
| New | +$246K | 0.06% | 68 |
|
|
2016
Q3 | – | Sell |
-1,750
| Closed | -$211K | – | 73 |
|
|
2016
Q2 | $211K | Buy |
+1,750
| New | +$211K | 0.06% | 70 |
|
|
2015
Q3 | – | Sell |
-2,954
| Closed | -$281K | – | 142 |
|
|
2015
Q2 | $281K | Sell |
2,954
-50
| -2% | -$4.76K | 0.07% | 146 |
|
|
2015
Q1 | $293K | Buy |
+3,004
| New | +$293K | 0.09% | 142 |
|