Hofer & Associates’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 | $243K | Sell |
831
-171
| -17% | -$50K | 0.15% | 49 |
|
|
2025
Q1 | $313K | Sell |
1,002
-1
| -0.1% | -$312 | 0.21% | 47 |
|
|
2024
Q4 | $291K | Buy |
1,003
+6
| +0.6% | +$1.74K | 0.2% | 47 |
|
|
2024
Q3 | $304K | Sell |
997
-20
| -2% | -$6.09K | 0.21% | 45 |
|
|
2024
Q2 | $259K | Buy |
1,017
+6
| +0.6% | +$1.53K | 0.2% | 47 |
|
|
2024
Q1 | $285K | Sell |
1,011
-1
| -0.1% | -$282 | 0.24% | 42 |
|
|
2023
Q4 | $300K | Sell |
1,012
-29
| -3% | -$8.6K | 0.28% | 40 |
|
|
2023
Q3 | $274K | Hold |
1,041
| – | – | 0.28% | 40 |
|
|
2023
Q2 | $311K | Sell |
1,041
-85
| -8% | -$25.4K | 0.3% | 39 |
|
|
2023
Q1 | $297K | Hold |
1,126
| – | – | 0.3% | 42 |
|
|
2022
Q4 | $297K | Hold |
1,126
| – | – | 0.3% | 42 |
|
|
2022
Q3 | $260K | Buy |
1,126
+11
| +1% | +$2.54K | 0.28% | 43 |
|
|
2022
Q2 | $275K | Buy |
1,115
+27
| +2% | +$6.66K | 0.29% | 42 |
|
|
2022
Q1 | $269K | Buy |
1,088
+320
| +42% | +$79.1K | 0.24% | 45 |
|
|
2021
Q4 | $206K | Buy |
+768
| New | +$206K | 0.19% | 50 |
|