MFT
Moisand Fitzgerald Tamayo’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
764
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $239K | Sell |
764
-35
| -4% | -$10.9K | 0.03% | 103 |
|
|
2024
Q4 | $232K | Sell |
799
-35
| -4% | -$10.1K | 0.03% | 103 |
|
|
2024
Q3 | $254K | Hold |
834
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $213K | Hold |
834
| – | – | 0.03% | 105 |
|
|
2024
Q1 | $235K | Hold |
834
| – | – | 0.04% | 98 |
|
|
2023
Q4 | $247K | Sell |
834
-2
| -0.2% | -$593 | 0.04% | 91 |
|
|
2023
Q3 | $220K | Buy |
836
+2
| +0.2% | +$527 | 0.05% | 91 |
|
|
2023
Q2 | $249K | Sell |
834
-50
| -6% | -$14.9K | 0.05% | 90 |
|
|
2023
Q1 | $247K | Buy |
884
+50
| +6% | +$14K | 0.05% | 89 |
|
|
2022
Q4 | $220K | Sell |
834
-9
| -1% | -$2.37K | 0.05% | 94 |
|
|
2022
Q3 | $195K | Buy |
843
+118
| +16% | +$27.3K | 0.05% | 94 |
|
|
2022
Q2 | $179K | Buy |
725
+592
| +445% | +$146K | 0.05% | 101 |
|
|
2022
Q1 | $33K | Sell |
133
-592
| -82% | -$147K | 0.02% | 117 |
|
|
2021
Q4 | $194K | Hold |
725
| – | – | 0.05% | 90 |
|
|
2021
Q3 | $175K | Buy |
725
+43
| +6% | +$10.4K | 0.06% | 92 |
|
|
2021
Q2 | $158K | Buy |
682
+12
| +2% | +$2.78K | 0.06% | 92 |
|
|
2021
Q1 | $150K | Sell |
670
-7
| -1% | -$1.57K | 0.06% | 86 |
|
|
2020
Q4 | $145K | Buy |
677
+7
| +1% | +$1.5K | 0.07% | 85 |
|
|
2020
Q3 | $147K | Hold |
670
| – | – | 0.08% | 79 |
|
|
2020
Q2 | $124K | Hold |
670
| – | – | 0.07% | 83 |
|
|
2020
Q1 | $111K | Hold |
670
| – | – | 0.07% | 82 |
|
|
2019
Q4 | $132K | Hold |
670
| – | – | 0.07% | 87 |
|
|
2019
Q3 | $144K | Hold |
670
| – | – | 0.08% | 84 |
|
|
2019
Q2 | $139K | Hold |
670
| – | – | 0.08% | 86 |
|
|
2019
Q1 | $127K | Hold |
670
| – | – | 0.07% | 87 |
|
|
2018
Q4 | $119K | Buy |
670
+105
| +19% | +$18.6K | 0.07% | 88 |
|
|
2018
Q3 | $95K | Hold |
565
| – | – | 0.05% | 99 |
|
|
2018
Q2 | $89K | Hold |
565
| – | – | 0.05% | 101 |
|
|
2018
Q1 | $88K | Buy |
565
+197
| +54% | +$30.7K | 0.05% | 101 |
|
|
2017
Q4 | $63K | Hold |
368
| – | – | 0.04% | 101 |
|
|
2017
Q3 | $58K | Buy |
+368
| New | +$58K | 0.04% | 106 |
|
|
2016
Q2 | – | Sell |
-661
| Closed | -$83K | – | 137 |
|
|
2016
Q1 | $83K | Hold |
661
| – | – | 0.07% | 77 |
|
|
2015
Q4 | $78K | Buy |
+661
| New | +$78K | 0.07% | 76 |
|