IIA
Integral Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
6,083
-294
| -5% | -$85.9K | 0.51% | 38 |
|
|
2025
Q1 | $1.99M | Sell |
6,377
-135
| -2% | -$42.2K | 0.64% | 31 |
|
|
2024
Q4 | $1.89M | Buy |
6,512
+164
| +3% | +$47.5K | 0.61% | 30 |
|
|
2024
Q3 | $1.93M | Buy |
6,348
+283
| +5% | +$86.2K | 0.65% | 32 |
|
|
2024
Q2 | $1.57M | Buy |
6,065
+1,154
| +23% | +$298K | 0.58% | 36 |
|
|
2024
Q1 | $1.38M | Buy |
4,911
+1,664
| +51% | +$469K | 0.57% | 34 |
|
|
2023
Q4 | $963K | Buy |
3,247
+197
| +6% | +$58.4K | 0.61% | 27 |
|
|
2023
Q3 | $804K | Buy |
3,050
+288
| +10% | +$75.9K | 0.56% | 35 |
|
|
2023
Q2 | $824K | Sell |
2,762
-52
| -2% | -$15.5K | 0.55% | 31 |
|
|
2023
Q1 | $787K | Sell |
2,814
-91
| -3% | -$25.4K | 0.56% | 30 |
|
|
2022
Q4 | $766K | Sell |
2,905
-17
| -0.6% | -$4.48K | 0.59% | 29 |
|
|
2022
Q3 | $674K | Sell |
2,922
-221
| -7% | -$51K | 0.55% | 43 |
|
|
2022
Q2 | $776K | Sell |
3,143
-452
| -13% | -$112K | 0.66% | 32 |
|
|
2022
Q1 | $889K | Buy |
3,595
+880
| +32% | +$218K | 0.56% | 43 |
|
|
2021
Q4 | $728K | Buy |
+2,715
| New | +$728K | 0.52% | 47 |
|