IAP
Indie Asset Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,353
-918
| -40% | -$268K | 0.72% | 37 |
|
|
2025
Q1 | $709K | Sell |
2,271
-356
| -14% | -$111K | 0.62% | 26 |
|
|
2024
Q4 | $762K | Sell |
2,627
-246
| -9% | -$71.3K | 0.6% | 27 |
|
|
2024
Q3 | $875K | Sell |
2,873
-53
| -2% | -$16.1K | 0.66% | 25 |
|
|
2024
Q2 | $746K | Buy |
2,926
+32
| +1% | +$8.16K | 0.59% | 27 |
|
|
2024
Q1 | $816K | Sell |
2,894
-57
| -2% | -$16.1K | 0.73% | 19 |
|
|
2023
Q4 | $875K | Sell |
2,951
-9
| -0.3% | -$2.67K | 0.79% | 16 |
|
|
2023
Q3 | $780K | Buy |
2,960
+23
| +0.8% | +$6.06K | 0.79% | 16 |
|
|
2023
Q2 | $876K | Sell |
2,937
-75
| -2% | -$22.4K | 0.95% | 14 |
|
|
2023
Q1 | $842K | Sell |
3,012
-29
| -1% | -$8.11K | 0.98% | 15 |
|
|
2022
Q4 | $801K | Hold |
3,041
| – | – | 0.88% | 18 |
|
|
2022
Q3 | $702K | Sell |
3,041
-10
| -0.3% | -$2.31K | 0.72% | 23 |
|
|
2022
Q2 | $753K | Hold |
3,051
| – | – | 0.66% | 24 |
|
|
2022
Q1 | $754K | Buy |
3,051
+6
| +0.2% | +$1.48K | 0.57% | 27 |
|
|
2021
Q4 | $816K | Buy |
3,045
+50
| +2% | +$13.4K | 0.59% | 29 |
|
|
2021
Q3 | $722K | Hold |
2,995
| – | – | 0.58% | 32 |
|
|
2021
Q2 | $692K | Sell |
2,995
-340
| -10% | -$78.6K | 0.56% | 33 |
|
|
2021
Q1 | $747K | Sell |
3,335
-32
| -1% | -$7.17K | 0.85% | 26 |
|
|
2020
Q4 | $722K | Sell |
3,367
-892
| -21% | -$191K | 0.84% | 28 |
|
|
2020
Q3 | $935K | Sell |
4,259
-68
| -2% | -$14.9K | 1.17% | 20 |
|
|
2020
Q2 | $883K | Sell |
4,327
-457
| -10% | -$93.3K | 1.11% | 18 |
|
|
2020
Q1 | $791K | Sell |
4,784
-74
| -2% | -$12.2K | 0.99% | 21 |
|
|
2019
Q4 | $960K | Buy |
+4,858
| New | +$960K | 1.02% | 21 |
|