HR
Howe & Rusling’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
37,748
+1,664
| +5% | +$486K | 0.81% | 35 |
|
|
2025
Q1 | $11.3M | Buy |
36,084
+2,087
| +6% | +$652K | 0.95% | 29 |
|
|
2024
Q4 | $9.86M | Buy |
33,997
+28,006
| +467% | +$8.12M | 0.85% | 34 |
|
|
2024
Q3 | $1.82M | Sell |
5,991
-273
| -4% | -$83.1K | 0.16% | 100 |
|
|
2024
Q2 | $1.6M | Buy |
6,264
+449
| +8% | +$114K | 0.15% | 102 |
|
|
2024
Q1 | $1.64M | Buy |
5,815
+39
| +0.7% | +$11K | 0.16% | 105 |
|
|
2023
Q4 | $1.71M | Sell |
5,776
-32
| -0.6% | -$9.49K | 0.18% | 98 |
|
|
2023
Q3 | $1.53M | Sell |
5,808
-37
| -0.6% | -$9.75K | 0.18% | 100 |
|
|
2023
Q2 | $1.74M | Sell |
5,845
-47
| -0.8% | -$14K | 0.2% | 99 |
|
|
2023
Q1 | $1.65M | Sell |
5,892
-23
| -0.4% | -$6.43K | 0.2% | 96 |
|
|
2022
Q4 | $1.56M | Buy |
5,915
+3
| +0.1% | +$791 | 0.2% | 92 |
|
|
2022
Q3 | $1.36M | Sell |
5,912
-161
| -3% | -$37.1K | 0.18% | 90 |
|
|
2022
Q2 | $1.5M | Buy |
6,073
+4,288
| +240% | +$1.06M | 0.19% | 91 |
|
|
2022
Q1 | $441K | Buy |
1,785
+51
| +3% | +$12.6K | 0.05% | 134 |
|
|
2021
Q4 | $465K | Buy |
1,734
+3
| +0.2% | +$804 | 0.05% | 129 |
|
|
2021
Q3 | $417K | Buy |
1,731
+2
| +0.1% | +$482 | 0.05% | 133 |
|
|
2021
Q2 | $399K | Sell |
1,729
-117
| -6% | -$27K | 0.05% | 130 |
|
|
2021
Q1 | $414K | Sell |
1,846
-17
| -0.9% | -$3.81K | 0.06% | 121 |
|
|
2020
Q4 | $400K | Buy |
1,863
+157
| +9% | +$33.7K | 0.06% | 112 |
|
|
2020
Q3 | $374K | Sell |
1,706
-106
| -6% | -$23.2K | 0.06% | 112 |
|
|
2020
Q2 | $334K | Sell |
1,812
-1,166
| -39% | -$215K | 0.06% | 109 |
|
|
2020
Q1 | $492K | Sell |
2,978
-23,885
| -89% | -$3.95M | 0.11% | 98 |
|
|
2019
Q4 | $5.31M | Sell |
26,863
-2,754
| -9% | -$544K | 0.88% | 38 |
|
|
2019
Q3 | $6.36M | Sell |
29,617
-22,816
| -44% | -$4.9M | 1.11% | 30 |
|
|
2019
Q2 | $10.9M | Sell |
52,433
-130
| -0.2% | -$27K | 1.88% | 14 |
|
|
2019
Q1 | $9.98M | Sell |
52,563
-9,285
| -15% | -$1.76M | 1.73% | 16 |
|
|
2018
Q4 | $11M | Sell |
61,848
-754
| -1% | -$134K | 2.32% | 10 |
|
|
2018
Q3 | $10.5M | Sell |
62,602
-4,743
| -7% | -$793K | 1.75% | 20 |
|
|
2018
Q2 | $10.6M | Buy |
67,345
+2,182
| +3% | +$342K | 1.91% | 16 |
|
|
2018
Q1 | $10.2M | Buy |
65,163
+36,955
| +131% | +$5.78M | 1.84% | 14 |
|
|
2017
Q4 | $4.86M | Buy |
28,208
+27,368
| +3,258% | +$4.71M | 0.88% | 43 |
|
|
2017
Q3 | $132K | Buy |
840
+360
| +75% | +$56.6K | 0.02% | 212 |
|
|
2017
Q2 | $74K | Sell |
480
-100
| -17% | -$15.4K | 0.02% | 230 |
|
|
2017
Q1 | $75K | Hold |
580
| – | – | 0.02% | 220 |
|
|
2016
Q4 | $71K | Hold |
580
| – | – | 0.02% | 231 |
|
|
2016
Q3 | $67K | Buy |
580
+100
| +21% | +$11.6K | 0.01% | 232 |
|
|
2016
Q2 | $58K | Sell |
480
-150
| -24% | -$18.1K | 0.01% | 236 |
|
|
2016
Q1 | $79K | Sell |
630
-600
| -49% | -$75.2K | 0.02% | 232 |
|
|
2015
Q4 | $145K | Sell |
1,230
-3,961
| -76% | -$467K | 0.03% | 170 |
|
|
2015
Q3 | $511K | Sell |
5,191
-26
| -0.5% | -$2.56K | 0.13% | 96 |
|
|
2015
Q2 | $496K | Sell |
5,217
-4,327
| -45% | -$411K | 0.11% | 112 |
|
|
2015
Q1 | $930K | Sell |
9,544
-33,346
| -78% | -$3.25M | 0.21% | 80 |
|
|
2014
Q4 | $4.02M | Buy |
42,890
+919
| +2% | +$86.1K | 0.96% | 39 |
|
|
2014
Q3 | $3.98M | Buy |
41,971
+265
| +0.6% | +$25.1K | 0.93% | 41 |
|
|
2014
Q2 | $4.2M | Sell |
41,706
-1,017
| -2% | -$102K | 0.94% | 40 |
|
|
2014
Q1 | $4.19M | Buy |
42,723
+11,710
| +38% | +$1.15M | 1.03% | 37 |
|
|
2013
Q4 | $3.01M | Buy |
31,013
+4,434
| +17% | +$430K | 0.76% | 45 |
|
|
2013
Q3 | $2.58M | Sell |
26,579
-6,521
| -20% | -$633K | 0.94% | 39 |
|
|
2013
Q2 | $3.28M | Buy |
+33,100
| New | +$3.28M | 0.91% | 39 |
|