IA
IFG Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
1,317
+291
| +28% | +$85K | 0.06% | 108 |
|
|
2025
Q1 | $320K | Hold |
1,026
| – | – | 0.06% | 115 |
|
|
2024
Q4 | $297K | Buy |
1,026
+10
| +1% | +$2.9K | 0.06% | 117 |
|
|
2024
Q3 | $309K | Hold |
1,016
| – | – | 0.07% | 109 |
|
|
2024
Q2 | $259K | Hold |
1,016
| – | – | 0.06% | 118 |
|
|
2024
Q1 | $286K | Hold |
1,016
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $301K | Sell |
1,016
-32
| -3% | -$9.49K | 0.09% | 97 |
|
|
2023
Q3 | $276K | Hold |
1,048
| – | – | 0.1% | 95 |
|
|
2023
Q2 | $313K | Buy |
1,048
+32
| +3% | +$9.55K | 0.11% | 92 |
|
|
2023
Q1 | $284K | Hold |
1,016
| – | – | 0.11% | 95 |
|
|
2022
Q4 | $268K | Sell |
1,016
-6
| -0.6% | -$1.58K | 0.12% | 94 |
|
|
2022
Q3 | $236K | Buy |
1,022
+7
| +0.7% | +$1.62K | 0.12% | 96 |
|
|
2022
Q2 | $251K | Sell |
1,015
-100
| -9% | -$24.7K | 0.13% | 88 |
|
|
2022
Q1 | $276K | Hold |
1,115
| – | – | 0.12% | 91 |
|
|
2021
Q4 | $299K | Buy |
1,115
+2
| +0.2% | +$536 | 0.13% | 85 |
|
|
2021
Q3 | $268K | Buy |
1,113
+2
| +0.2% | +$482 | 0.12% | 85 |
|
|
2021
Q2 | $257K | Buy |
1,111
+106
| +11% | +$24.5K | 0.12% | 90 |
|
|
2021
Q1 | $225K | Hold |
1,005
| – | – | 0.12% | 86 |
|
|
2020
Q4 | $216K | Hold |
1,005
| – | – | 0.13% | 79 |
|
|
2020
Q3 | $221K | Buy |
+1,005
| New | +$221K | 0.16% | 80 |
|
|
2020
Q1 | – | Sell |
-1,071
| Closed | -$212K | – | 89 |
|
|
2019
Q4 | $212K | Hold |
1,071
| – | – | 0.18% | 63 |
|
|
2019
Q3 | $230K | Buy |
+1,071
| New | +$230K | 0.21% | 59 |
|