LFS
Legacy Financial Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+732
| New | +$214K | 0.04% | 121 |
|
|
2024
Q2 | – | Sell |
-9,550
| Closed | -$2.69M | – | 103 |
|
|
2024
Q1 | $2.69M | Buy |
9,550
+87
| +0.9% | +$24.5K | 0.69% | 32 |
|
|
2023
Q4 | $2.81M | Sell |
9,463
-66
| -0.7% | -$19.6K | 0.8% | 25 |
|
|
2023
Q3 | $2.55M | Sell |
9,529
-90
| -0.9% | -$24.1K | 0.82% | 24 |
|
|
2023
Q2 | $2.87M | Buy |
9,619
+865
| +10% | +$258K | 0.96% | 13 |
|
|
2023
Q1 | $2.45M | Buy |
+8,754
| New | +$2.45M | 0.91% | 15 |
|
|
2022
Q3 | – | Sell |
-6,919
| Closed | -$1.71M | – | 65 |
|
|
2022
Q2 | $1.71M | Buy |
6,919
+278
| +4% | +$68.6K | 0.84% | 22 |
|
|
2022
Q1 | $1.64M | Buy |
6,641
+511
| +8% | +$126K | 0.7% | 29 |
|
|
2021
Q4 | $1.64M | Buy |
+6,130
| New | +$1.64M | 0.71% | 30 |
|
|
2021
Q2 | – | Sell |
-6,108
| Closed | -$1.37M | – | 63 |
|
|
2021
Q1 | $1.37M | Buy |
6,108
+245
| +4% | +$54.9K | 0.72% | 22 |
|
|
2020
Q4 | $1.26M | Buy |
5,863
+29
| +0.5% | +$6.22K | 0.64% | 22 |
|
|
2020
Q3 | $1.28M | Buy |
+5,834
| New | +$1.28M | 0.74% | 17 |
|