JSA
Jacobson & Schmitt Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+753
| New | +$220K | 0.04% | 68 |
|
|
2025
Q1 | – | Sell |
-840
| Closed | -$244K | – | 66 |
|
|
2024
Q4 | $244K | Buy |
840
+40
| +5% | +$11.6K | 0.05% | 69 |
|
|
2024
Q3 | $244K | Sell |
800
-15
| -2% | -$4.57K | 0.05% | 65 |
|
|
2024
Q2 | $208K | Buy |
+815
| New | +$208K | 0.05% | 70 |
|
|
2024
Q1 | – | Sell |
-800
| Closed | -$237K | – | 63 |
|
|
2023
Q4 | $237K | Sell |
800
-9
| -1% | -$2.67K | 0.06% | 63 |
|
|
2023
Q3 | $213K | Buy |
809
+9
| +1% | +$2.37K | 0.06% | 62 |
|
|
2023
Q2 | $239K | Hold |
800
| – | – | 0.07% | 57 |
|
|
2023
Q1 | $224K | Buy |
+800
| New | +$224K | 0.06% | 59 |
|
|
2022
Q1 | – | Sell |
-918
| Closed | -$246K | – | 67 |
|
|
2021
Q4 | $246K | Buy |
+918
| New | +$246K | 0.06% | 53 |
|