LRIA
Leonard Rickey Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
1,265
-6
| -0.5% | -$1.75K | 0.07% | 76 |
|
|
2025
Q1 | $402K | Buy |
1,271
+21
| +2% | +$6.64K | 0.09% | 66 |
|
|
2024
Q4 | $362K | Buy |
1,250
+60
| +5% | +$17.4K | 0.08% | 70 |
|
|
2024
Q3 | $362K | Buy |
1,190
+23
| +2% | +$7K | 0.08% | 68 |
|
|
2024
Q2 | $297K | Buy |
1,167
+139
| +14% | +$35.4K | 0.07% | 80 |
|
|
2024
Q1 | $290K | Sell |
1,028
-55
| -5% | -$15.5K | 0.07% | 70 |
|
|
2023
Q4 | $321K | Hold |
1,083
| – | – | 0.1% | 60 |
|
|
2023
Q3 | $285K | Buy |
+1,083
| New | +$285K | 0.09% | 64 |
|