Lipe & Dalton’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Hold |
1,743
| – | – | 0.28% | 57 |
|
|
2025
Q1 | $544K | Hold |
1,743
| – | – | 0.3% | 57 |
|
|
2024
Q4 | $505K | Sell |
1,743
-100
| -5% | -$29K | 0.27% | 61 |
|
|
2024
Q3 | $561K | Hold |
1,843
| – | – | 0.28% | 60 |
|
|
2024
Q2 | $470K | Hold |
1,843
| – | – | 0.25% | 63 |
|
|
2024
Q1 | $520K | Hold |
1,843
| – | – | 0.27% | 64 |
|
|
2023
Q4 | $546K | Hold |
1,843
| – | – | 0.3% | 58 |
|
|
2023
Q3 | $486K | Hold |
1,843
| – | – | 0.29% | 61 |
|
|
2023
Q2 | $550K | Hold |
1,843
| – | – | 0.31% | 61 |
|
|
2023
Q1 | $515K | Hold |
1,843
| – | – | 0.3% | 62 |
|
|
2022
Q4 | $486K | Hold |
1,843
| – | – | 0.28% | 59 |
|
|
2022
Q3 | $425K | Hold |
1,843
| – | – | 0.27% | 63 |
|
|
2022
Q2 | $455K | Hold |
1,843
| – | – | 0.27% | 62 |
|
|
2022
Q1 | $456K | Sell |
1,843
-47
| -2% | -$11.6K | 0.22% | 61 |
|
|
2021
Q4 | $507K | Buy |
1,890
+47
| +3% | +$12.6K | 0.24% | 60 |
|
|
2021
Q3 | $444K | Hold |
1,843
| – | – | 0.23% | 58 |
|
|
2021
Q2 | $426K | Hold |
1,843
| – | – | 0.22% | 58 |
|
|
2021
Q1 | $413K | Sell |
1,843
-100
| -5% | -$22.4K | 0.23% | 58 |
|
|
2020
Q4 | $417K | Hold |
1,943
| – | – | 0.26% | 56 |
|
|
2020
Q3 | $426K | Hold |
1,943
| – | – | 0.3% | 54 |
|
|
2020
Q2 | $358K | Hold |
1,943
| – | – | 0.26% | 57 |
|
|
2020
Q1 | $321K | Hold |
1,943
| – | – | 0.27% | 56 |
|
|
2019
Q4 | $384K | Sell |
1,943
-275
| -12% | -$54.3K | 0.25% | 56 |
|
|
2019
Q3 | $476K | Hold |
2,218
| – | – | 0.35% | 52 |
|
|
2019
Q2 | $461K | Hold |
2,218
| – | – | 0.33% | 51 |
|
|
2019
Q1 | $421K | Hold |
2,218
| – | – | 0.31% | 51 |
|
|
2018
Q4 | $394K | Hold |
2,218
| – | – | 0.32% | 49 |
|
|
2018
Q3 | $371K | Hold |
2,218
| – | – | 0.25% | 48 |
|
|
2018
Q2 | $348K | Buy |
2,218
+100
| +5% | +$15.7K | 0.26% | 48 |
|
|
2018
Q1 | $331K | Hold |
2,118
| – | – | 0.24% | 53 |
|
|
2017
Q4 | $365K | Hold |
2,118
| – | – | 0.25% | 49 |
|
|
2017
Q3 | $332K | Buy |
2,118
+275
| +15% | +$43.1K | 0.23% | 49 |
|
|
2017
Q2 | $282K | Hold |
1,843
| – | – | 0.18% | 55 |
|
|
2017
Q1 | $239K | Hold |
1,843
| – | – | 0.17% | 58 |
|
|
2016
Q4 | $224K | Hold |
1,843
| – | – | 0.16% | 59 |
|
|
2016
Q3 | $213K | Hold |
1,843
| – | – | 0.14% | 81 |
|
|
2016
Q2 | $222K | Hold |
1,843
| – | – | 0.15% | 80 |
|
|
2016
Q1 | $232K | Buy |
1,843
+100
| +6% | +$12.6K | 0.18% | 57 |
|
|
2015
Q4 | $206K | Sell |
1,743
-340
| -16% | -$40.2K | 0.17% | 60 |
|
|
2015
Q3 | $205K | Buy |
+2,083
| New | +$205K | 0.17% | 64 |
|
|
2015
Q2 | – | Sell |
-2,083
| Closed | -$203K | – | 68 |
|
|
2015
Q1 | $203K | Sell |
2,083
-100
| -5% | -$9.75K | 0.14% | 65 |
|
|
2014
Q4 | $205K | Buy |
+2,183
| New | +$205K | 0.14% | 64 |
|
|
2014
Q3 | – | Sell |
-2,083
| Closed | -$210K | – | 64 |
|
|
2014
Q2 | $210K | Hold |
2,083
| – | – | 0.13% | 58 |
|
|
2014
Q1 | $212K | Hold |
2,083
| – | – | 0.14% | 54 |
|
|
2013
Q4 | $202K | Sell |
2,083
-25
| -1% | -$2.42K | 0.14% | 57 |
|
|
2013
Q3 | $203K | Hold |
2,108
| – | – | 0.15% | 60 |
|
|
2013
Q2 | $209K | Buy |
+2,108
| New | +$209K | 0.17% | 49 |
|