James J. Burns & Company’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 | $284K | Sell |
972
-10
| -1% | -$2.92K | 0.05% | 127 |
|
|
2025
Q1 | $307K | Sell |
982
-15
| -2% | -$4.69K | 0.05% | 113 |
|
|
2024
Q4 | $290K | Buy |
997
+7
| +0.7% | +$2.04K | 0.05% | 120 |
|
|
2024
Q3 | $302K | Buy |
990
+25
| +3% | +$7.63K | 0.05% | 109 |
|
|
2024
Q2 | $245K | Buy |
+965
| New | +$245K | 0.05% | 113 |
|
|
2024
Q1 | – | Sell |
-944
| Closed | -$279K | – | 104 |
|
|
2023
Q4 | $279K | Sell |
944
-339
| -26% | -$100K | 0.07% | 98 |
|
|
2023
Q3 | $338K | Hold |
1,283
| – | – | 0.09% | 77 |
|
|
2023
Q2 | $383K | Sell |
1,283
-380
| -23% | -$113K | 0.1% | 81 |
|
|
2023
Q1 | $465K | Buy |
+1,663
| New | +$465K | 0.12% | 77 |
|