Jaffetilchin Investment 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 | $4.23M | Sell |
14,485
-1,571
| -10% | -$459K | 0.28% | 65 |
|
2025
Q1 | $5.02M | Buy |
16,056
+1,308
| +9% | +$409K | 0.36% | 46 |
|
2024
Q4 | $4.28M | Buy |
14,748
+631
| +4% | +$183K | 0.31% | 53 |
|
2024
Q3 | $4.3M | Sell |
14,117
-819
| -5% | -$249K | 0.32% | 51 |
|
2024
Q2 | $3.81M | Sell |
14,936
-470
| -3% | -$120K | 0.33% | 54 |
|
2024
Q1 | $4.34M | Buy |
15,406
+195
| +1% | +$55K | 0.39% | 48 |
|
2023
Q4 | $4.51M | Buy |
15,211
+88
| +0.6% | +$26.1K | 0.44% | 50 |
|
2023
Q3 | $3.98M | Buy |
15,123
+315
| +2% | +$83K | 0.44% | 48 |
|
2023
Q2 | $4.42M | Sell |
14,808
-215
| -1% | -$64.2K | 0.47% | 45 |
|
2023
Q1 | $4.2M | Sell |
15,023
-938
| -6% | -$262K | 0.48% | 47 |
|
2022
Q4 | $4.21M | Buy |
15,961
+153
| +1% | +$40.3K | 0.51% | 47 |
|
2022
Q3 | $3.65M | Sell |
15,808
-182
| -1% | -$42K | 0.47% | 40 |
|
2022
Q2 | $3.95M | Buy |
15,990
+1,387
| +9% | +$342K | 0.47% | 45 |
|
2022
Q1 | $3.57M | Buy |
14,603
+305
| +2% | +$74.5K | 0.42% | 45 |
|
2021
Q4 | $3.83M | Buy |
14,298
+553
| +4% | +$148K | 0.36% | 54 |
|
2021
Q3 | $3.31M | Sell |
13,745
-3,220
| -19% | -$776K | 0.35% | 54 |
|
2021
Q2 | $3.86M | Buy |
16,965
+4,210
| +33% | +$958K | 0.27% | 67 |
|
2021
Q1 | $2.86M | Buy |
12,755
+9,236
| +262% | +$2.07M | 0.34% | 60 |
|
2020
Q4 | $755K | Buy |
3,519
+2,109
| +150% | +$452K | 0.11% | 129 |
|
2020
Q3 | $310K | Buy |
1,410
+140
| +11% | +$30.8K | 0.06% | 185 |
|
2020
Q2 | $234K | Buy |
+1,270
| New | +$234K | 0.05% | 185 |
|
2020
Q1 | – | Sell |
-2,450
| Closed | -$484K | – | 200 |
|
2019
Q4 | $484K | Buy |
2,450
+87
| +4% | +$17.2K | 0.1% | 126 |
|
2019
Q3 | $507K | Buy |
2,363
+319
| +16% | +$68.4K | 0.12% | 108 |
|
2019
Q2 | $424K | Buy |
2,044
+146
| +8% | +$30.3K | 0.1% | 146 |
|
2019
Q1 | $360K | Buy |
1,898
+131
| +7% | +$24.8K | 0.08% | 194 |
|
2018
Q4 | $314K | Buy |
1,767
+7
| +0.4% | +$1.24K | 0.08% | 177 |
|
2018
Q3 | $294K | Sell |
1,760
-67
| -4% | -$11.2K | 0.06% | 233 |
|
2018
Q2 | $286K | Buy |
1,827
+72
| +4% | +$11.3K | 0.06% | 232 |
|
2018
Q1 | $274K | Buy |
+1,755
| New | +$274K | 0.06% | 262 |
|