MGIA
Matthew Goff Investment Advisor’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
1,951
+1,051
| +117% | +$307K | 0.11% | 70 |
|
|
2025
Q1 | $281K | Hold |
900
| – | – | 0.05% | 95 |
|
|
2024
Q4 | $261K | Buy |
900
+34
| +4% | +$9.86K | 0.05% | 93 |
|
|
2024
Q3 | $264K | Hold |
866
| – | – | 0.05% | 94 |
|
|
2024
Q2 | $221K | Sell |
866
-83
| -9% | -$21.2K | 0.05% | 94 |
|
|
2024
Q1 | $268K | Sell |
949
-81
| -8% | -$22.8K | 0.05% | 87 |
|
|
2023
Q4 | $305K | Hold |
1,030
| – | – | 0.07% | 83 |
|
|
2023
Q3 | $271K | Sell |
1,030
-194
| -16% | -$51.1K | 0.07% | 82 |
|
|
2023
Q2 | $365K | Sell |
1,224
-15
| -1% | -$4.48K | 0.09% | 79 |
|
|
2023
Q1 | $346K | Sell |
1,239
-8
| -0.6% | -$2.24K | 0.09% | 76 |
|
|
2022
Q4 | $329K | Hold |
1,247
| – | – | 0.09% | 76 |
|
|
2022
Q3 | $288K | Buy |
1,247
+15
| +1% | +$3.46K | 0.08% | 69 |
|
|
2022
Q2 | $304K | Sell |
1,232
-170
| -12% | -$41.9K | 0.08% | 68 |
|
|
2022
Q1 | $347K | Hold |
1,402
| – | – | 0.08% | 68 |
|
|
2021
Q4 | $376K | Buy |
1,402
+8
| +0.6% | +$2.15K | 0.09% | 67 |
|
|
2021
Q3 | $336K | Hold |
1,394
| – | – | 0.08% | 76 |
|
|
2021
Q2 | $322K | Hold |
1,394
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $312K | Hold |
1,394
| – | – | 0.09% | 76 |
|
|
2020
Q4 | $299K | Buy |
1,394
+131
| +10% | +$28.1K | 0.09% | 72 |
|
|
2020
Q3 | $277K | Hold |
1,263
| – | – | 0.09% | 69 |
|
|
2020
Q2 | $233K | Buy |
1,263
+19
| +2% | +$3.51K | 0.08% | 72 |
|
|
2020
Q1 | $206K | Buy |
1,244
+53
| +4% | +$8.78K | 0.09% | 52 |
|
|
2019
Q4 | $235K | Hold |
1,191
| – | – | 0.09% | 54 |
|
|
2019
Q3 | $256K | Hold |
1,191
| – | – | 0.11% | 53 |
|
|
2019
Q2 | $247K | Hold |
1,191
| – | – | 0.11% | 51 |
|
|
2019
Q1 | $226K | Hold |
1,191
| – | – | 0.1% | 50 |
|
|
2018
Q4 | $211K | Buy |
+1,191
| New | +$211K | 0.11% | 50 |
|
|
2018
Q3 | – | Sell |
-1,361
| Closed | -$213K | – | 73 |
|
|
2018
Q2 | $213K | Hold |
1,361
| – | – | 0.08% | 70 |
|
|
2018
Q1 | $213K | Hold |
1,361
| – | – | 0.09% | 69 |
|
|
2017
Q4 | $234K | Buy |
1,361
+23
| +2% | +$3.95K | 0.1% | 68 |
|
|
2017
Q3 | $210K | Hold |
1,338
| – | – | 0.09% | 70 |
|
|
2017
Q2 | $205K | Buy |
+1,338
| New | +$205K | 0.18% | 37 |
|