Lipe & Dalton’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $561K | Hold |
|
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|
2024
Q2 | $470K | Hold |
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|
2024
Q1 | $520K | Hold |
|
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|
2023
Q4 | $546K | Hold |
|
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $515K | Hold |
|
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|
2022
Q4 | $486K | Hold |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $455K | Hold |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $507K | Buy |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $426K | Hold |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $417K | Hold |
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|
2020
Q3 | $426K | Hold |
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|
2020
Q2 | $358K | Hold |
|
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|
2020
Q1 | $321K | Hold |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $476K | Hold |
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|
2019
Q2 | $461K | Hold |
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|
2019
Q1 | $421K | Hold |
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|
2018
Q4 | $394K | Hold |
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|
2018
Q3 | $371K | Hold |
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|
2018
Q2 | $348K | Buy |
|
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|
2018
Q1 | $331K | Hold |
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|
2017
Q4 | $365K | Hold |
|
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|
2017
Q3 | $332K | Buy |
|
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|
2017
Q2 | $282K | Hold |
|
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|
2017
Q1 | $239K | Hold |
|
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|
2016
Q4 | $224K | Hold |
|
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|
2016
Q3 | $213K | Hold |
|
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $232K | Buy |
|
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|
2015
Q4 | $206K | Sell |
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|
2015
Q3 | $205K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $205K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $210K | Hold |
|
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|
2014
Q1 | $212K | Hold |
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|
2013
Q4 | $202K | Sell |
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|
2013
Q3 | $203K | Hold |
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|
2013
Q2 | $209K | Buy |
|