Insight Wealth Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,235
| Closed | -$2.15M | – | 175 |
|
|
2023
Q4 | $2.15M | Buy |
7,235
+230
| +3% | +$68.2K | 0.35% | 55 |
|
|
2023
Q3 | $1.85M | Buy |
7,005
+476
| +7% | +$125K | 0.36% | 50 |
|
|
2023
Q2 | $1.95M | Buy |
6,529
+15
| +0.2% | +$4.48K | 0.37% | 44 |
|
|
2023
Q1 | $1.82M | Sell |
6,514
-280
| -4% | -$78.3K | 0.36% | 46 |
|
|
2022
Q4 | $1.79M | Buy |
6,794
+25
| +0.4% | +$6.59K | 0.35% | 49 |
|
|
2022
Q3 | $1.67M | Hold |
6,769
| – | – | 0.31% | 45 |
|
|
2022
Q2 | $1.67M | Buy |
6,769
+309
| +5% | +$76.3K | 0.31% | 45 |
|
|
2022
Q1 | $1.6M | Buy |
6,460
+897
| +16% | +$222K | 0.24% | 70 |
|
|
2021
Q4 | $1.49M | Buy |
5,563
+789
| +17% | +$211K | 0.21% | 73 |
|
|
2021
Q3 | $1.15M | Buy |
4,774
+255
| +6% | +$61.5K | 0.16% | 85 |
|
|
2021
Q2 | $1.04M | Sell |
4,519
-1,102
| -20% | -$255K | 0.15% | 94 |
|
|
2021
Q1 | $1.26M | Buy |
5,621
+2,801
| +99% | +$628K | 0.17% | 84 |
|
|
2020
Q4 | $605K | Buy |
2,820
+303
| +12% | +$65K | 0.1% | 103 |
|
|
2020
Q3 | $552K | Buy |
2,517
+360
| +17% | +$79K | 0.1% | 91 |
|
|
2020
Q2 | $398K | Buy |
2,157
+461
| +27% | +$85.1K | 0.09% | 102 |
|
|
2020
Q1 | $280K | Sell |
1,696
-1,017
| -37% | -$168K | 0.07% | 119 |
|
|
2019
Q4 | $536K | Buy |
2,713
+1
| +0% | +$198 | 0.11% | 118 |
|
|
2019
Q3 | $582K | Sell |
2,712
-1,611
| -37% | -$346K | 0.14% | 100 |
|
|
2019
Q2 | $898K | Sell |
4,323
-3,408
| -44% | -$708K | 0.22% | 72 |
|
|
2019
Q1 | $1.47M | Buy |
7,731
+312
| +4% | +$59.2K | 0.41% | 49 |
|
|
2018
Q4 | $1.32M | Buy |
+7,419
| New | +$1.32M | 0.4% | 37 |
|