JBA
Johnson Bixby & Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
1,609
| – | – | 0.06% | 75 |
|
|
2025
Q1 | $503K | Hold |
1,609
| – | – | 0.08% | 64 |
|
|
2024
Q4 | $466K | Hold |
1,609
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $490K | Sell |
1,609
-48
| -3% | -$14.6K | 0.07% | 68 |
|
|
2024
Q2 | $422K | Hold |
1,657
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $467K | Hold |
1,657
| – | – | 0.08% | 67 |
|
|
2023
Q4 | $491K | Hold |
1,657
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $437K | Sell |
1,657
-68
| -4% | -$17.9K | 0.09% | 60 |
|
|
2023
Q2 | $515K | Buy |
1,725
+68
| +4% | +$20.3K | 0.11% | 58 |
|
|
2023
Q1 | $463K | Sell |
1,657
-76
| -4% | -$21.3K | 0.1% | 61 |
|
|
2022
Q4 | $457K | Hold |
1,733
| – | – | 0.11% | 58 |
|
|
2022
Q3 | $400K | Hold |
1,733
| – | – | 0.1% | 60 |
|
|
2022
Q2 | $428K | Buy |
1,733
+165
| +11% | +$40.8K | 0.1% | 61 |
|
|
2022
Q1 | $388K | Hold |
1,568
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $420K | Hold |
1,568
| – | – | 0.11% | 54 |
|
|
2021
Q3 | $378K | Hold |
1,568
| – | – | 0.11% | 56 |
|
|
2021
Q2 | $373K | Hold |
1,568
| – | – | 0.11% | 60 |
|
|
2021
Q1 | $351K | Hold |
1,568
| – | – | 0.11% | 54 |
|
|
2020
Q4 | $336K | Buy |
+1,568
| New | +$336K | 0.11% | 53 |
|