HAM
Hedges Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $292K | Hold |
1,000
| – | – | 0.23% | 87 |
|
2025
Q1 | $312K | Hold |
1,000
| – | – | 0.21% | 89 |
|
2024
Q4 | $290K | Hold |
1,000
| – | – | 0.19% | 93 |
|
2024
Q3 | $305K | Hold |
1,000
| – | – | 0.2% | 91 |
|
2024
Q2 | $255K | Hold |
1,000
| – | – | 0.18% | 99 |
|
2024
Q1 | $282K | Sell |
1,000
-300
| -23% | -$84.6K | 0.2% | 93 |
|
2023
Q4 | $385K | Hold |
1,300
| – | – | 0.3% | 75 |
|
2023
Q3 | $342K | Buy |
1,300
+300
| +30% | +$79K | 0.3% | 77 |
|
2023
Q2 | $298K | Hold |
1,000
| – | – | 0.25% | 85 |
|
2023
Q1 | $280K | Hold |
1,000
| – | – | 0.24% | 86 |
|
2022
Q4 | $264K | Hold |
1,000
| – | – | 0.24% | 86 |
|
2022
Q3 | $231K | Hold |
1,000
| – | – | 0.23% | 86 |
|
2022
Q2 | $247K | Hold |
1,000
| – | – | 0.23% | 87 |
|
2022
Q1 | $247K | Hold |
1,000
| – | – | 0.19% | 100 |
|
2021
Q4 | $268K | Buy |
+1,000
| New | +$268K | 0.21% | 107 |
|