IA
Insight Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
2,592
-120
| -4% | -$35.1K | 0.12% | 110 |
|
|
2025
Q1 | $847K | Sell |
2,712
-42
| -2% | -$13.1K | 0.15% | 93 |
|
|
2024
Q4 | $798K | Sell |
2,754
-85
| -3% | -$24.6K | 0.13% | 99 |
|
|
2024
Q3 | $865K | Sell |
2,839
-58
| -2% | -$17.7K | 0.15% | 102 |
|
|
2024
Q2 | $739K | Sell |
2,897
-966
| -25% | -$246K | 0.13% | 108 |
|
|
2024
Q1 | $1.09M | Buy |
3,863
+67
| +2% | +$18.9K | 0.21% | 83 |
|
|
2023
Q4 | $1.13M | Sell |
3,796
-33
| -0.9% | -$9.79K | 0.24% | 68 |
|
|
2023
Q3 | $1.01M | Sell |
3,829
-88
| -2% | -$23.2K | 0.23% | 75 |
|
|
2023
Q2 | $1.17M | Sell |
3,917
-314
| -7% | -$93.7K | 0.26% | 65 |
|
|
2023
Q1 | $1.18M | Sell |
4,231
-1,460
| -26% | -$408K | 0.28% | 57 |
|
|
2022
Q4 | $1.5M | Sell |
5,691
-1
| -0% | -$264 | 0.53% | 44 |
|
|
2022
Q3 | $1.31M | Sell |
5,692
-102
| -2% | -$23.5K | 0.52% | 46 |
|
|
2022
Q2 | $1.5M | Sell |
5,794
-462
| -7% | -$119K | 0.51% | 45 |
|
|
2022
Q1 | $1.55M | Buy |
6,256
+1,654
| +36% | +$409K | 0.46% | 55 |
|
|
2021
Q4 | $1.23M | Sell |
4,602
-328
| -7% | -$88K | 0.36% | 71 |
|
|
2021
Q3 | $1.25M | Sell |
4,930
-238
| -5% | -$60.3K | 0.37% | 71 |
|
|
2021
Q2 | $1.24M | Sell |
5,168
-779
| -13% | -$187K | 0.39% | 64 |
|
|
2021
Q1 | $1.4M | Buy |
5,947
+926
| +18% | +$219K | 0.44% | 56 |
|
|
2020
Q4 | $1.08M | Buy |
+5,021
| New | +$1.08M | 0.41% | 64 |
|