MA
MONECO Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
5,321
+397
| +8% | +$116K | 0.14% | 151 |
|
|
2025
Q1 | $1.54M | Buy |
4,924
+20
| +0.4% | +$6.25K | 0.16% | 139 |
|
|
2024
Q4 | $1.42M | Buy |
4,904
+371
| +8% | +$108K | 0.15% | 144 |
|
|
2024
Q3 | $1.38M | Buy |
4,533
+668
| +17% | +$203K | 0.17% | 130 |
|
|
2024
Q2 | $985K | Buy |
3,865
+118
| +3% | +$30.1K | 0.14% | 147 |
|
|
2024
Q1 | $1.06M | Sell |
3,747
-177
| -5% | -$49.9K | 0.17% | 144 |
|
|
2023
Q4 | $1.16M | Buy |
3,924
+927
| +31% | +$275K | 0.22% | 120 |
|
|
2023
Q3 | $789K | Buy |
2,997
+60
| +2% | +$15.8K | 0.21% | 120 |
|
|
2023
Q2 | $877K | Sell |
2,937
-15
| -0.5% | -$4.48K | 0.24% | 107 |
|
|
2023
Q1 | $825K | Buy |
2,952
+1,002
| +51% | +$280K | 0.24% | 106 |
|
|
2022
Q4 | $514K | Buy |
1,950
+88
| +5% | +$23.2K | 0.19% | 131 |
|
|
2022
Q3 | $430K | Buy |
1,862
+17
| +0.9% | +$3.93K | 0.17% | 137 |
|
|
2022
Q2 | $455K | Buy |
1,845
+396
| +27% | +$97.7K | 0.18% | 130 |
|
|
2022
Q1 | $358K | Sell |
1,449
-69
| -5% | -$17K | 0.13% | 156 |
|
|
2021
Q4 | $396K | Buy |
1,518
+81
| +6% | +$21.1K | 0.15% | 144 |
|
|
2021
Q3 | $346K | Buy |
1,437
+33
| +2% | +$7.95K | 0.14% | 160 |
|
|
2021
Q2 | $324K | Buy |
1,404
+1
| +0.1% | +$231 | 0.15% | 149 |
|
|
2021
Q1 | $315K | Buy |
1,403
+370
| +36% | +$83.1K | 0.15% | 143 |
|
|
2020
Q4 | $219K | Sell |
1,033
-16
| -2% | -$3.39K | 0.12% | 164 |
|
|
2020
Q3 | $230K | Buy |
+1,049
| New | +$230K | 0.15% | 132 |
|