Hoese & Co’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 | $3.8K | Sell |
13
-13
| -50% | -$3.8K | ﹤0.01% | 149 |
|
2025
Q1 | $8.12K | Hold |
26
| – | – | 0.01% | 128 |
|
2024
Q4 | $7.54K | Hold |
26
| – | – | 0.01% | 142 |
|
2024
Q3 | $7.92K | Sell |
26
-5
| -16% | -$1.52K | 0.01% | 130 |
|
2024
Q2 | $8.03K | Sell |
31
-8
| -21% | -$2.07K | 0.01% | 113 |
|
2024
Q1 | $11.4K | Hold |
39
| – | – | 0.01% | 106 |
|
2023
Q4 | $11K | Hold |
39
| – | – | 0.01% | 111 |
|
2023
Q3 | $10.3K | Hold |
39
| – | – | 0.01% | 117 |
|
2023
Q2 | $11.6K | Sell |
39
-11
| -22% | -$3.28K | 0.01% | 117 |
|
2023
Q1 | $13.2K | Hold |
50
| – | – | 0.02% | 109 |
|
2022
Q4 | $14K | Hold |
50
| – | – | 0.01% | 115 |
|
2022
Q3 | $12K | Hold |
50
| – | – | 0.01% | 126 |
|
2022
Q2 | $12K | Sell |
50
-68
| -58% | -$16.3K | 0.01% | 127 |
|
2022
Q1 | $29K | Sell |
118
-300
| -72% | -$73.7K | 0.03% | 101 |
|
2021
Q4 | $112K | Hold |
418
| – | – | 0.11% | 60 |
|
2021
Q3 | $101K | Hold |
418
| – | – | 0.11% | 62 |
|
2021
Q2 | $97K | Hold |
418
| – | – | 0.11% | 64 |
|
2021
Q1 | $94K | Buy |
+418
| New | +$94K | 0.12% | 61 |
|