JF
JSF Financial’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
927
+255
| +38% | +$74.5K | 0.06% | 104 |
|
|
2025
Q1 | $210K | Buy |
+672
| New | +$210K | 0.06% | 116 |
|
|
2024
Q4 | – | Sell |
-836
| Closed | -$255K | – | 127 |
|
|
2024
Q3 | $255K | Sell |
836
-2
| -0.2% | -$609 | 0.07% | 99 |
|
|
2024
Q2 | $214K | Buy |
+838
| New | +$214K | 0.07% | 106 |
|
|
2024
Q1 | – | Sell |
-693
| Closed | -$206K | – | 114 |
|
|
2023
Q4 | $206K | Buy |
+693
| New | +$206K | 0.07% | 103 |
|
|
2023
Q3 | – | Sell |
-2,885
| Closed | -$861K | – | 111 |
|
|
2023
Q2 | $861K | Sell |
2,885
-28
| -1% | -$8.36K | 0.3% | 45 |
|
|
2023
Q1 | $814K | Sell |
2,913
-134
| -4% | -$37.5K | 0.3% | 47 |
|
|
2022
Q4 | $803K | Buy |
3,047
+102
| +3% | +$26.9K | 0.3% | 47 |
|
|
2022
Q3 | $680K | Buy |
2,945
+217
| +8% | +$50.1K | 0.26% | 44 |
|
|
2022
Q2 | $673K | Buy |
2,728
+177
| +7% | +$43.7K | 0.3% | 47 |
|
|
2022
Q1 | $631K | Buy |
2,551
+519
| +26% | +$128K | 0.27% | 50 |
|
|
2021
Q4 | $545K | Buy |
2,032
+76
| +4% | +$20.4K | 0.27% | 43 |
|
|
2021
Q3 | $472K | Buy |
1,956
+387
| +25% | +$93.4K | 0.23% | 45 |
|
|
2021
Q2 | $362K | Buy |
1,569
+38
| +2% | +$8.77K | 0.21% | 54 |
|
|
2021
Q1 | $343K | Buy |
1,531
+124
| +9% | +$27.8K | 0.22% | 49 |
|
|
2020
Q4 | $302K | Buy |
1,407
+201
| +17% | +$43.1K | 0.21% | 53 |
|
|
2020
Q3 | $265K | Buy |
+1,206
| New | +$265K | 0.21% | 52 |
|
|
2019
Q4 | – | Sell |
-1,499
| Closed | -$322K | – | 71 |
|
|
2019
Q3 | $322K | Buy |
1,499
+24
| +2% | +$5.16K | 0.35% | 43 |
|
|
2019
Q2 | $306K | Hold |
1,475
| – | – | 0.33% | 44 |
|
|
2019
Q1 | $280K | Hold |
1,475
| – | – | 0.31% | 45 |
|
|
2018
Q4 | $262K | Buy |
+1,475
| New | +$262K | 0.27% | 46 |
|