JNBA Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.5M | Hold |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.74M | Hold |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.21M | Hold |
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|
2020
Q1 | $1.08M | Buy |
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|
2019
Q4 | $1.29M | Hold |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $4M | Buy |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.07M | Hold |
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|
2017
Q4 | $1.17M | Hold |
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|
2017
Q3 | $1.07M | Buy |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $847K | Sell |
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|
2016
Q4 | $799K | Buy |
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|
2016
Q3 | $431K | Sell |
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|
2016
Q2 | $778K | Sell |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $994K | Buy |
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|
2015
Q3 | $793K | Sell |
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|
2015
Q2 | $829K | Hold |
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|
2015
Q1 | $850K | Sell |
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|
2014
Q4 | $826K | Buy |
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|
2014
Q3 | $792K | Buy |
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|
2014
Q2 | $800K | Buy |
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|
2014
Q1 | $660K | Sell |
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|
2013
Q4 | $715K | Buy |
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|
2013
Q3 | $704K | Sell |
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|
2013
Q2 | $729K | Buy |
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