IAS
IMA Advisory Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1K | Buy |
192
+13
| +7% | +$3.8K | 0.01% | 223 |
|
|
2025
Q1 | $55.9K | Buy |
+179
| New | +$55.9K | 0.01% | 227 |
|
|
2024
Q4 | – | Sell |
-179
| Closed | -$54.5K | – | 234 |
|
|
2024
Q3 | $54.5K | Buy |
+179
| New | +$54.5K | 0.01% | 179 |
|
|
2023
Q4 | – | Sell |
-213
| Closed | -$56.1K | – | 189 |
|
|
2023
Q3 | $56.1K | Hold |
213
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $63.6K | Buy |
213
+118
| +124% | +$35.2K | 0.02% | 169 |
|
|
2023
Q1 | $26.6K | Sell |
95
-288
| -75% | -$80.5K | 0.01% | 201 |
|
|
2022
Q4 | $101K | Sell |
383
-17
| -4% | -$4.48K | 0.03% | 159 |
|
|
2022
Q3 | $92K | Buy |
400
+1
| +0.3% | +$230 | 0.02% | 163 |
|
|
2022
Q2 | $99K | Sell |
399
-138
| -26% | -$34.2K | 0.02% | 168 |
|
|
2022
Q1 | $133K | Buy |
537
+1
| +0.2% | +$248 | 0.03% | 136 |
|
|
2021
Q4 | $144K | Buy |
536
+1
| +0.2% | +$269 | 0.03% | 139 |
|
|
2021
Q3 | $129K | Buy |
535
+1
| +0.2% | +$241 | 0.03% | 137 |
|
|
2021
Q2 | $123K | Buy |
534
+1
| +0.2% | +$230 | 0.03% | 138 |
|
|
2021
Q1 | $119K | Buy |
533
+1
| +0.2% | +$223 | 0.03% | 133 |
|
|
2020
Q4 | $114K | Sell |
532
-83
| -13% | -$17.8K | 0.03% | 127 |
|
|
2020
Q3 | $135K | Buy |
615
+1
| +0.2% | +$220 | 0.05% | 126 |
|
|
2020
Q2 | $113K | Buy |
614
+1
| +0.2% | +$184 | 0.04% | 128 |
|
|
2020
Q1 | $101K | Buy |
613
+2
| +0.3% | +$330 | 0.04% | 125 |
|
|
2019
Q4 | $121K | Buy |
611
+1
| +0.2% | +$198 | 0.04% | 121 |
|
|
2019
Q3 | $131K | Buy |
610
+1
| +0.2% | +$215 | 0.05% | 121 |
|
|
2019
Q2 | $126K | Buy |
609
+113
| +23% | +$23.4K | 0.05% | 123 |
|
|
2019
Q1 | $94K | Buy |
496
+1
| +0.2% | +$190 | 0.04% | 133 |
|
|
2018
Q4 | $88K | Buy |
495
+1
| +0.2% | +$178 | 0.04% | 138 |
|
|
2018
Q3 | $83K | Sell |
494
-23
| -4% | -$3.86K | 0.03% | 138 |
|
|
2018
Q2 | $81K | Buy |
+517
| New | +$81K | 0.03% | 144 |
|
|
2015
Q3 | – | Sell |
-1,232
| Closed | -$117K | – | 150 |
|
|
2015
Q2 | $117K | Buy |
+1,232
| New | +$117K | 0.06% | 175 |
|
|
2015
Q1 | – | Sell |
-8,287
| Closed | -$776K | – | 152 |
|
|
2014
Q4 | $776K | Sell |
8,287
-230
| -3% | -$21.5K | 0.4% | 67 |
|
|
2014
Q3 | $807K | Buy |
8,517
+370
| +5% | +$35.1K | 0.38% | 74 |
|
|
2014
Q2 | $821K | Sell |
8,147
-600
| -7% | -$60.5K | 0.38% | 77 |
|
|
2014
Q1 | $857K | Sell |
8,747
-1,410
| -14% | -$138K | 0.4% | 77 |
|
|
2013
Q4 | $986K | Buy |
10,157
+5
| +0% | +$485 | 0.47% | 67 |
|
|
2013
Q3 | $977K | Sell |
10,152
-200
| -2% | -$19.2K | 0.48% | 67 |
|
|
2013
Q2 | $1.03M | Buy |
+10,352
| New | +$1.03M | 0.56% | 58 |
|