Intellectus Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
3,237
-99
| -3% | -$28.9K | 0.2% | 135 |
|
|
2025
Q1 | $1.04M | Buy |
3,336
+1
| +0% | +$312 | 0.26% | 114 |
|
|
2024
Q4 | $967K | Buy |
3,335
+2
| +0.1% | +$580 | 0.21% | 123 |
|
|
2024
Q3 | $1.01M | Sell |
3,333
-49
| -1% | -$14.9K | 0.26% | 120 |
|
|
2024
Q2 | $862K | Sell |
3,382
-203
| -6% | -$51.7K | 0.24% | 118 |
|
|
2024
Q1 | $1.01M | Sell |
3,585
-98
| -3% | -$27.6K | 0.27% | 107 |
|
|
2023
Q4 | $1.09M | Sell |
3,683
-447
| -11% | -$133K | 0.32% | 90 |
|
|
2023
Q3 | $1.09M | Sell |
4,130
-100
| -2% | -$26.3K | 0.34% | 85 |
|
|
2023
Q2 | $1.26M | Sell |
4,230
-1,486
| -26% | -$443K | 0.38% | 69 |
|
|
2023
Q1 | $1.6M | Sell |
5,716
-173
| -3% | -$48.4K | 0.5% | 59 |
|
|
2022
Q4 | $1.55M | Sell |
5,889
-35
| -0.6% | -$9.22K | 0.54% | 56 |
|
|
2022
Q3 | $1.37M | Sell |
5,924
-744
| -11% | -$172K | 0.49% | 56 |
|
|
2022
Q2 | $1.65M | Buy |
6,668
+703
| +12% | +$174K | 0.57% | 44 |
|
|
2022
Q1 | $1.48M | Buy |
5,965
+132
| +2% | +$32.6K | 0.44% | 59 |
|
|
2021
Q4 | $1.56M | Sell |
5,833
-2,167
| -27% | -$581K | 0.4% | 61 |
|
|
2021
Q3 | $1.93M | Buy |
8,000
+54
| +0.7% | +$13K | 0.47% | 53 |
|
|
2021
Q2 | $1.84M | Buy |
7,946
+1,093
| +16% | +$253K | 0.41% | 56 |
|
|
2021
Q1 | $1.54M | Buy |
+6,853
| New | +$1.54M | 0.42% | 64 |
|
|
2019
Q2 | – | Sell |
-283
| Closed | -$54K | – | 320 |
|
|
2019
Q1 | $54K | Sell |
283
-6
| -2% | -$1.15K | 0.02% | 254 |
|
|
2018
Q4 | $51K | Sell |
289
-1,517
| -84% | -$268K | 0.04% | 149 |
|
|
2018
Q3 | $302K | Buy |
1,806
+1,356
| +301% | +$227K | 0.11% | 193 |
|
|
2018
Q2 | $71K | Sell |
450
-8,147
| -95% | -$1.29M | 0.03% | 301 |
|
|
2018
Q1 | $1.35M | Hold |
8,597
| – | – | 0.46% | 56 |
|
|
2017
Q4 | $1.48M | Sell |
8,597
-70
| -0.8% | -$12.1K | 0.55% | 39 |
|
|
2017
Q3 | $1.36M | Sell |
8,667
-32
| -0.4% | -$5.01K | 0.56% | 39 |
|
|
2017
Q2 | $1.33M | Buy |
8,699
+357
| +4% | +$54.7K | 0.6% | 38 |
|
|
2017
Q1 | $1.08M | Sell |
8,342
-2,385
| -22% | -$309K | 0.55% | 46 |
|
|
2016
Q4 | $1.31M | Buy |
+10,727
| New | +$1.31M | 0.68% | 33 |
|