HSA
HBK Sorce Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
15,605
+1,756
| +13% | +$513K | 0.12% | 75 |
|
|
2025
Q1 | $4.33M | Buy |
13,849
+148
| +1% | +$46.2K | 0.13% | 78 |
|
|
2024
Q4 | $3.97M | Buy |
13,701
+304
| +2% | +$88.1K | 0.12% | 76 |
|
|
2024
Q3 | $4.08M | Sell |
13,397
-352
| -3% | -$107K | 0.12% | 77 |
|
|
2024
Q2 | $3.5M | Sell |
13,749
-392
| -3% | -$99.9K | 0.12% | 82 |
|
|
2024
Q1 | $3.99M | Buy |
14,141
+41
| +0.3% | +$11.6K | 0.14% | 72 |
|
|
2023
Q4 | $4.18M | Sell |
14,100
-289
| -2% | -$85.7K | 0.16% | 67 |
|
|
2023
Q3 | $3.79M | Sell |
14,389
-75
| -0.5% | -$19.8K | 0.17% | 73 |
|
|
2023
Q2 | $4.32M | Buy |
14,464
+41
| +0.3% | +$12.2K | 0.18% | 68 |
|
|
2023
Q1 | $4.03M | Sell |
14,423
-11,825
| -45% | -$3.31M | 0.18% | 69 |
|
|
2022
Q4 | $6.92M | Buy |
26,248
+13,984
| +114% | +$3.69M | 0.19% | 76 |
|
|
2022
Q3 | $2.83M | Buy |
12,264
+4,102
| +50% | +$947K | 0.19% | 83 |
|
|
2022
Q2 | $2.02M | Sell |
8,162
-4,192
| -34% | -$1.03M | 0.15% | 105 |
|
|
2022
Q1 | $3.06M | Sell |
12,354
-2,077
| -14% | -$514K | 0.17% | 97 |
|
|
2021
Q4 | $3.87M | Buy |
14,431
+88
| +0.6% | +$23.6K | 0.2% | 77 |
|
|
2021
Q3 | $3.46M | Sell |
14,343
-78
| -0.5% | -$18.8K | 0.19% | 79 |
|
|
2021
Q2 | $3.33M | Buy |
14,421
+2,006
| +16% | +$464K | 0.18% | 86 |
|
|
2021
Q1 | $2.78M | Buy |
12,415
+211
| +2% | +$47.3K | 0.17% | 94 |
|
|
2020
Q4 | $2.62M | Sell |
12,204
-17
| -0.1% | -$3.65K | 0.16% | 91 |
|
|
2020
Q3 | $2.68M | Sell |
12,221
-912
| -7% | -$200K | 0.19% | 77 |
|
|
2020
Q2 | $2.42M | Buy |
13,133
+1,073
| +9% | +$198K | 0.18% | 83 |
|
|
2020
Q1 | $2M | Buy |
12,060
+12
| +0.1% | +$1.99K | 0.19% | 82 |
|
|
2019
Q4 | $2.38M | Sell |
12,048
-86
| -0.7% | -$17K | 0.21% | 89 |
|
|
2019
Q3 | $2.61M | Buy |
12,134
+206
| +2% | +$44.2K | 0.25% | 81 |
|
|
2019
Q2 | $2.48M | Buy |
11,928
+1,402
| +13% | +$291K | 0.24% | 84 |
|
|
2019
Q1 | $2M | Buy |
10,526
+211
| +2% | +$40.1K | 0.2% | 95 |
|
|
2018
Q4 | $1.83M | Sell |
10,315
-978
| -9% | -$174K | 0.21% | 94 |
|
|
2018
Q3 | $1.89M | Sell |
11,293
-25
| -0.2% | -$4.18K | 0.21% | 82 |
|
|
2018
Q2 | $1.77M | Buy |
11,318
+159
| +1% | +$24.9K | 0.2% | 84 |
|
|
2018
Q1 | $1.75M | Sell |
11,159
-205
| -2% | -$32.1K | 0.22% | 83 |
|
|
2017
Q4 | $1.96M | Buy |
11,364
+593
| +6% | +$102K | 0.23% | 78 |
|
|
2017
Q3 | $1.69M | Sell |
10,771
-657
| -6% | -$103K | 0.25% | 65 |
|
|
2017
Q2 | $1.75M | Sell |
11,428
-278
| -2% | -$42.6K | 0.28% | 58 |
|
|
2017
Q1 | $1.52M | Sell |
11,706
-1,523
| -12% | -$197K | 0.26% | 37 |
|
|
2016
Q4 | $1.61M | Buy |
13,229
+2,629
| +25% | +$320K | 0.29% | 58 |
|
|
2016
Q3 | $1.22M | Buy |
10,600
+1,193
| +13% | +$138K | 0.24% | 67 |
|
|
2016
Q2 | $1.13M | Buy |
9,407
+455
| +5% | +$54.8K | 0.24% | 66 |
|
|
2016
Q1 | $1.13M | Buy |
8,952
+1,423
| +19% | +$179K | 0.27% | 61 |
|
|
2015
Q4 | $889K | Buy |
7,529
+80
| +1% | +$9.45K | 0.23% | 65 |
|
|
2015
Q3 | $734K | Buy |
7,449
+60
| +0.8% | +$5.91K | 0.24% | 59 |
|
|
2015
Q2 | $702K | Sell |
7,389
-188
| -2% | -$17.9K | 0.24% | 65 |
|
|
2015
Q1 | $738K | Sell |
7,577
-214
| -3% | -$20.8K | 0.25% | 55 |
|
|
2014
Q4 | $730K | Sell |
7,791
-587
| -7% | -$55K | 0.25% | 70 |
|
|
2014
Q3 | $794K | Sell |
8,378
-293
| -3% | -$27.8K | 0.29% | 55 |
|
|
2014
Q2 | $873K | Sell |
8,671
-1,445
| -14% | -$145K | 0.3% | 53 |
|
|
2014
Q1 | $992K | Buy |
10,116
+607
| +6% | +$59.5K | 0.36% | 44 |
|
|
2013
Q4 | $923K | Buy |
9,509
+954
| +11% | +$92.6K | 0.33% | 48 |
|
|
2013
Q3 | $823K | Sell |
8,555
-8,551
| -50% | -$823K | 0.34% | 45 |
|
|
2013
Q2 | $1.69M | Buy |
+17,106
| New | +$1.69M | 0.37% | 46 |
|