NICM
Neo Ivy Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
+393
| New | +$115K | 0.04% | 290 |
|
|
2024
Q4 | – | Sell |
-1,338
| Closed | -$408K | – | 354 |
|
|
2024
Q3 | $408K | Buy |
+1,338
| New | +$408K | 0.13% | 191 |
|
|
2022
Q4 | $1.21M | Buy |
4,572
+3,537
| +342% | +$932K | 0.82% | 14 |
|
|
2022
Q3 | $239K | Buy |
+1,035
| New | +$239K | 0.63% | 41 |
|
|
2021
Q4 | – | Sell |
-699
| Closed | -$129K | – | 553 |
|
|
2021
Q3 | $129K | Sell |
699
-394
| -36% | -$72.7K | 0.15% | 215 |
|
|
2021
Q2 | $252K | Buy |
+1,093
| New | +$252K | 0.25% | 148 |
|
|
2020
Q4 | – | Sell |
-4,014
| Closed | -$881K | – | 513 |
|
|
2020
Q3 | $881K | Buy |
4,014
+3,315
| +474% | +$728K | 0.89% | 3 |
|
|
2020
Q2 | $129K | Buy |
+699
| New | +$129K | 0.15% | 215 |
|
|
2019
Q4 | – | Sell |
-4,667
| Closed | -$1.02M | – | 347 |
|
|
2019
Q3 | $1.02M | Buy |
+4,667
| New | +$1.02M | 0.67% | 49 |
|
|
2019
Q1 | – | Sell |
-1,411
| Closed | -$251K | – | 360 |
|
|
2018
Q4 | $251K | Buy |
+1,411
| New | +$251K | 0.2% | 193 |
|