Ironwood Financial’s McDonald's MCD Stock Holding History

Ironwood Financial’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Hold	4,844	–	–	0.32%	66
2025 Q1	$1.51M	Buy	4,844 +6	+0.1%	+$1.87K	0.32%	66
2024 Q4	$1.4M	Hold	4,838	–	–	0.29%	65
2024 Q3	$1.47M	Buy	4,838 +833	+21%	+$254K	0.31%	63
2024 Q2	$1.02M	Hold	4,005	–	–	0.23%	70
2024 Q1	$1.13M	Sell	4,005 -7	-0.2%	-$1.97K	0.26%	66
2023 Q4	$1.19M	Buy	4,012 +100	+3%	+$29.7K	0.29%	63
2023 Q3	$1.03M	Buy	3,912 +100	+3%	+$26.3K	0.28%	59
2023 Q2	$1.14M	Buy	3,812 +42	+1%	+$12.5K	0.3%	58
2023 Q1	$1.05M	Hold	3,770	–	–	0.29%	59
2022 Q4	$994K	Hold	3,770	–	–	0.31%	60
2022 Q3	$870K	Hold	3,770	–	–	0.29%	61
2022 Q2	$931K	Hold	3,770	–	–	0.3%	62
2022 Q1	$932K	Hold	3,770	–	–	0.26%	65
2021 Q4	$1.01M	Hold	3,770	–	–	0.28%	61
2021 Q3	$909K	Buy	3,770 +509	+16%	+$123K	0.27%	64
2021 Q2	$753K	Hold	3,261	–	–	0.23%	68
2021 Q1	$731K	Buy	3,261 +496	+18%	+$111K	0.24%	68
2020 Q4	$593K	Buy	2,765 +2,702	+4,289%	+$579K	0.22%	70
2020 Q3	$14K	Hold	63	–	–	0.01%	233
2020 Q2	$12K	Hold	63	–	–	0.01%	232
2020 Q1	$10K	Sell	63 -150	-70%	-$23.8K	0.01%	210
2019 Q4	$42K	Hold	213	–	–	0.02%	129
2019 Q3	$46K	Hold	213	–	–	0.02%	119
2019 Q2	$44K	Hold	213	–	–	0.02%	128
2019 Q1	$40K	Hold	213	–	–	0.02%	129
2018 Q4	$38K	Hold	213	–	–	0.02%	121
2018 Q3	$36K	Hold	213	–	–	0.02%	141
2018 Q2	$33K	Sell	213 -2	-0.9%	-$310	0.02%	117
2018 Q1	$34K	Hold	215	–	–	0.04%	95
2017 Q4	$37K	Hold	215	–	–	0.02%	101
2017 Q3	$34K	Hold	215	–	–	0.02%	105
2017 Q2	$33K	Hold	215	–	–	0.02%	102
2017 Q1	$28K	Buy	215 +10	+5%	+$1.3K	0.02%	112
2016 Q4	$25K	Sell	205 -5	-2%	-$610	0.02%	117
2016 Q3	$24K	Hold	210	–	–	0.02%	123
2016 Q2	$25K	Buy	210 +10	+5%	+$1.19K	0.02%	124
2016 Q1	$25K	Buy	+200	New	+$25K	0.02%	120
2015 Q3	$23K	Buy	232 +32	+16%	+$3.17K	0.01%	159
2015 Q2	$19K	Hold	200	–	–	0.01%	166
2015 Q1	$19K	Buy	200 +161	+413%	+$15.3K	0.01%	164
2014 Q4	$19K	Buy	+39	New	+$19K	0.01%	141