MSA
Marino Stram & Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Buy |
9,806
+9
| +0.1% | +$2.63K | 0.58% | 31 |
|
|
2025
Q1 | $3.06M | Sell |
9,797
-21
| -0.2% | -$6.56K | 0.68% | 24 |
|
|
2024
Q4 | $2.85M | Sell |
9,818
-77
| -0.8% | -$22.3K | 0.63% | 27 |
|
|
2024
Q3 | $3.01M | Buy |
9,895
+14
| +0.1% | +$4.26K | 0.67% | 28 |
|
|
2024
Q2 | $2.52M | Buy |
9,881
+22
| +0.2% | +$5.61K | 0.62% | 30 |
|
|
2024
Q1 | $2.78M | Buy |
9,859
+41
| +0.4% | +$11.6K | 0.66% | 28 |
|
|
2023
Q4 | $2.91M | Sell |
9,818
-116
| -1% | -$34.4K | 0.75% | 24 |
|
|
2023
Q3 | $2.62M | Sell |
9,934
-209
| -2% | -$55.1K | 0.77% | 24 |
|
|
2023
Q2 | $3.03M | Buy |
10,143
+202
| +2% | +$60.3K | 0.86% | 16 |
|
|
2023
Q1 | $2.78M | Sell |
9,941
-59
| -0.6% | -$16.5K | 0.84% | 19 |
|
|
2022
Q4 | $2.64M | Buy |
10,000
+80
| +0.8% | +$21.1K | 0.83% | 19 |
|
|
2022
Q3 | $2.29M | Buy |
9,920
+78
| +0.8% | +$18K | 0.83% | 20 |
|
|
2022
Q2 | $2.43M | Buy |
9,842
+6
| +0.1% | +$1.48K | 0.84% | 21 |
|
|
2022
Q1 | $2.43M | Sell |
9,836
-317
| -3% | -$78.4K | 0.77% | 26 |
|
|
2021
Q4 | $2.72M | Buy |
10,153
+182
| +2% | +$48.8K | 0.84% | 23 |
|
|
2021
Q3 | $2.4M | Buy |
9,971
+8,270
| +486% | +$1.99M | 0.83% | 25 |
|
|
2021
Q2 | $393K | Sell |
1,701
-7,703
| -82% | -$1.78M | 0.1% | 155 |
|
|
2021
Q1 | $2.11M | Buy |
9,404
+660
| +8% | +$148K | 0.82% | 23 |
|
|
2020
Q4 | $1.88M | Buy |
8,744
+287
| +3% | +$61.6K | 0.83% | 23 |
|
|
2020
Q3 | $1.86M | Buy |
8,457
+453
| +6% | +$99.4K | 0.99% | 23 |
|
|
2020
Q2 | $1.48M | Buy |
8,004
+1,783
| +29% | +$329K | 0.88% | 25 |
|
|
2020
Q1 | $1.03M | Buy |
6,221
+676
| +12% | +$112K | 0.79% | 25 |
|
|
2019
Q4 | $1.1M | Buy |
5,545
+306
| +6% | +$60.5K | 0.72% | 27 |
|
|
2019
Q3 | $1.13M | Buy |
5,239
+116
| +2% | +$24.9K | 0.8% | 25 |
|
|
2019
Q2 | $1.06M | Buy |
5,123
+365
| +8% | +$75.8K | 0.78% | 26 |
|
|
2019
Q1 | $903K | Buy |
4,758
+837
| +21% | +$159K | 0.65% | 28 |
|
|
2018
Q4 | $696K | Sell |
3,921
-26
| -0.7% | -$4.62K | 0.61% | 35 |
|
|
2018
Q3 | $654K | Sell |
3,947
-39
| -1% | -$6.46K | 0.52% | 37 |
|
|
2018
Q2 | $625K | Sell |
3,986
-33
| -0.8% | -$5.17K | 0.56% | 38 |
|
|
2018
Q1 | $629K | Buy |
4,019
+94
| +2% | +$14.7K | 0.58% | 34 |
|
|
2017
Q4 | $676K | Buy |
+3,925
| New | +$676K | 0.62% | 36 |
|