LP
LGL Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,923
| Closed | -$558K | – | 91 |
|
|
2024
Q4 | $558K | Buy |
1,923
+23
| +1% | +$6.67K | 0.08% | 69 |
|
|
2024
Q3 | $578K | Buy |
1,900
+4
| +0.2% | +$1.22K | 0.08% | 65 |
|
|
2024
Q2 | $483K | Buy |
1,896
+1
| +0.1% | +$255 | 0.07% | 71 |
|
|
2024
Q1 | $534K | Hold |
1,895
| – | – | 0.09% | 67 |
|
|
2023
Q4 | $562K | Buy |
1,895
+1
| +0.1% | +$296 | 0.08% | 64 |
|
|
2023
Q3 | $499K | Hold |
1,894
| – | – | 0.09% | 67 |
|
|
2023
Q2 | $565K | Buy |
1,894
+1
| +0.1% | +$298 | 0.1% | 62 |
|
|
2023
Q1 | $529K | Buy |
1,893
+1
| +0.1% | +$280 | 0.09% | 58 |
|
|
2022
Q4 | $499K | Hold |
1,892
| – | – | 0.09% | 56 |
|
|
2022
Q3 | $437K | Buy |
1,892
+1
| +0.1% | +$231 | 0.09% | 70 |
|
|
2022
Q2 | $467K | Hold |
1,891
| – | – | 0.08% | 57 |
|
|
2022
Q1 | $468K | Buy |
1,891
+1
| +0.1% | +$247 | 0.06% | 59 |
|
|
2021
Q4 | $507K | Hold |
1,890
| – | – | 0.06% | 63 |
|
|
2021
Q3 | $456K | Buy |
1,890
+1
| +0.1% | +$241 | 0.28% | 51 |
|
|
2021
Q2 | $436K | Buy |
1,889
+101
| +6% | +$23.3K | 0.26% | 54 |
|
|
2021
Q1 | $401K | Hold |
1,788
| – | – | 0.23% | 54 |
|
|
2020
Q4 | $384K | Hold |
1,788
| – | – | 0.22% | 57 |
|
|
2020
Q3 | $392K | Hold |
1,788
| – | – | 0.24% | 56 |
|
|
2020
Q2 | $330K | Sell |
1,788
-246
| -12% | -$45.4K | 0.21% | 64 |
|
|
2020
Q1 | $336K | Hold |
2,034
| – | – | 0.22% | 57 |
|
|
2019
Q4 | $402K | Buy |
2,034
+93
| +5% | +$18.4K | 0.13% | 60 |
|
|
2019
Q3 | $417K | Buy |
1,941
+153
| +9% | +$32.9K | 0.17% | 62 |
|
|
2019
Q2 | $371K | Hold |
1,788
| – | – | 0.15% | 73 |
|
|
2019
Q1 | $340K | Buy |
+1,788
| New | +$340K | 0.13% | 75 |
|
|
2017
Q3 | – | Sell |
-2,256
| Closed | -$346K | – | 73 |
|
|
2017
Q2 | $346K | Sell |
2,256
-57
| -2% | -$8.74K | 0.19% | 61 |
|
|
2017
Q1 | $300K | Buy |
2,313
+65
| +3% | +$8.43K | 0.15% | 72 |
|
|
2016
Q4 | $274K | Buy |
2,248
+425
| +23% | +$51.8K | 0.15% | 80 |
|
|
2016
Q3 | $209K | Buy |
1,823
+94
| +5% | +$10.8K | 0.11% | 89 |
|
|
2016
Q2 | $209K | Buy |
1,729
+7
| +0.4% | +$846 | 0.11% | 93 |
|
|
2016
Q1 | $216K | Buy |
1,722
+7
| +0.4% | +$878 | 0.11% | 94 |
|
|
2015
Q4 | $203K | Buy |
+1,715
| New | +$203K | 0.11% | 90 |
|