JFA
JNBA Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
4,958
-29
| -0.6% | -$8.47K | 0.14% | 75 |
|
|
2025
Q1 | $1.56M | Sell |
4,987
-115
| -2% | -$35.9K | 0.16% | 69 |
|
|
2024
Q4 | $1.48M | Sell |
5,102
-204
| -4% | -$59.1K | 0.15% | 71 |
|
|
2024
Q3 | $1.62M | Sell |
5,306
-29
| -0.5% | -$8.83K | 0.16% | 70 |
|
|
2024
Q2 | $1.36M | Hold |
5,335
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $1.5M | Hold |
5,335
| – | – | 0.16% | 77 |
|
|
2023
Q4 | $1.58M | Sell |
5,335
-112
| -2% | -$33.2K | 0.18% | 75 |
|
|
2023
Q3 | $1.43M | Sell |
5,447
-54
| -1% | -$14.2K | 0.18% | 76 |
|
|
2023
Q2 | $1.64M | Sell |
5,501
-140
| -2% | -$41.8K | 0.2% | 71 |
|
|
2023
Q1 | $1.58M | Sell |
5,641
-72
| -1% | -$20.1K | 0.21% | 74 |
|
|
2022
Q4 | $1.51M | Sell |
5,713
-547
| -9% | -$144K | 0.21% | 74 |
|
|
2022
Q3 | $1.44M | Sell |
6,260
-144
| -2% | -$33.2K | 0.22% | 70 |
|
|
2022
Q2 | $1.58M | Sell |
6,404
-97
| -1% | -$23.9K | 0.24% | 66 |
|
|
2022
Q1 | $1.61M | Sell |
6,501
-641
| -9% | -$158K | 0.21% | 72 |
|
|
2021
Q4 | $1.91M | Sell |
7,142
-56
| -0.8% | -$15K | 0.23% | 68 |
|
|
2021
Q3 | $1.74M | Hold |
7,198
| – | – | 0.23% | 69 |
|
|
2021
Q2 | $1.66M | Buy |
7,198
+158
| +2% | +$36.5K | 0.23% | 69 |
|
|
2021
Q1 | $1.58M | Buy |
7,040
+333
| +5% | +$74.6K | 0.23% | 68 |
|
|
2020
Q4 | $1.44M | Buy |
6,707
+147
| +2% | +$31.5K | 0.24% | 65 |
|
|
2020
Q3 | $1.44M | Sell |
6,560
-2
| -0% | -$439 | 0.29% | 60 |
|
|
2020
Q2 | $1.21M | Hold |
6,562
| – | – | 0.26% | 64 |
|
|
2020
Q1 | $1.09M | Buy |
6,562
+12
| +0.2% | +$1.98K | 0.26% | 60 |
|
|
2019
Q4 | $1.29M | Hold |
6,550
| – | – | 0.25% | 59 |
|
|
2019
Q3 | $1.41M | Sell |
6,550
-222
| -3% | -$47.7K | 0.29% | 54 |
|
|
2019
Q2 | $1.41M | Buy |
6,772
+100
| +1% | +$20.8K | 0.29% | 52 |
|
|
2019
Q1 | $1.27M | Sell |
6,672
-13
| -0.2% | -$2.47K | 0.27% | 49 |
|
|
2018
Q4 | $1.19M | Sell |
6,685
-17,212
| -72% | -$3.06M | 0.27% | 48 |
|
|
2018
Q3 | $4M | Buy |
23,897
+17,225
| +258% | +$2.88M | 1.79% | 16 |
|
|
2018
Q2 | $1.05M | Sell |
6,672
-150
| -2% | -$23.5K | 0.22% | 54 |
|
|
2018
Q1 | $1.07M | Hold |
6,822
| – | – | 0.23% | 51 |
|
|
2017
Q4 | $1.17M | Hold |
6,822
| – | – | 0.25% | 45 |
|
|
2017
Q3 | $1.07M | Buy |
6,822
+290
| +4% | +$45.4K | 0.24% | 44 |
|
|
2017
Q2 | $1M | Hold |
6,532
| – | – | 0.23% | 44 |
|
|
2017
Q1 | $847K | Sell |
6,532
-34
| -0.5% | -$4.41K | 0.2% | 52 |
|
|
2016
Q4 | $799K | Buy |
6,566
+2,826
| +76% | +$344K | 0.19% | 52 |
|
|
2016
Q3 | $431K | Sell |
3,740
-2,726
| -42% | -$314K | 0.06% | 109 |
|
|
2016
Q2 | $778K | Sell |
6,466
-2,030
| -24% | -$244K | 0.22% | 45 |
|
|
2016
Q1 | $1.07M | Buy |
8,496
+86
| +1% | +$10.8K | 0.38% | 34 |
|
|
2015
Q4 | $994K | Buy |
8,410
+357
| +4% | +$42.2K | 0.38% | 32 |
|
|
2015
Q3 | $793K | Sell |
8,053
-670
| -8% | -$66K | 0.34% | 36 |
|
|
2015
Q2 | $829K | Hold |
8,723
| – | – | 0.31% | 37 |
|
|
2015
Q1 | $850K | Sell |
8,723
-88
| -1% | -$8.58K | 0.33% | 36 |
|
|
2014
Q4 | $826K | Buy |
8,811
+452
| +5% | +$42.4K | 0.33% | 39 |
|
|
2014
Q3 | $792K | Buy |
8,359
+422
| +5% | +$40K | 0.36% | 38 |
|
|
2014
Q2 | $800K | Buy |
7,937
+1,200
| +18% | +$121K | 0.39% | 39 |
|
|
2014
Q1 | $660K | Sell |
6,737
-629
| -9% | -$61.6K | 0.35% | 39 |
|
|
2013
Q4 | $715K | Buy |
7,366
+50
| +0.7% | +$4.85K | 0.39% | 40 |
|
|
2013
Q3 | $704K | Sell |
7,316
-51
| -0.7% | -$4.91K | 0.44% | 35 |
|
|
2013
Q2 | $729K | Buy |
+7,367
| New | +$729K | 0.5% | 34 |
|