NEAM
New England Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
10,132
+45
| +0.4% | +$13.1K | 0.46% | 66 |
|
|
2025
Q1 | $3.15M | Buy |
10,087
+55
| +0.5% | +$17.2K | 0.51% | 66 |
|
|
2024
Q4 | $2.91M | Sell |
10,032
-1,300
| -11% | -$377K | 0.5% | 68 |
|
|
2024
Q3 | $3.45M | Sell |
11,332
-5
| -0% | -$1.52K | 0.54% | 62 |
|
|
2024
Q2 | $2.89M | Sell |
11,337
-180
| -2% | -$45.9K | 0.48% | 64 |
|
|
2024
Q1 | $3.25M | Sell |
11,517
-5,690
| -33% | -$1.6M | 0.5% | 63 |
|
|
2023
Q4 | $5.1M | Sell |
17,207
-1,600
| -9% | -$474K | 0.82% | 44 |
|
|
2023
Q3 | $4.95M | Sell |
18,807
-300
| -2% | -$79K | 0.81% | 43 |
|
|
2023
Q2 | $5.7M | Sell |
19,107
-5,650
| -23% | -$1.69M | 0.83% | 42 |
|
|
2023
Q1 | $6.92M | Sell |
24,757
-6,110
| -20% | -$1.71M | 1.03% | 32 |
|
|
2022
Q4 | $8.13M | Sell |
30,867
-1,329
| -4% | -$350K | 0.15% | 30 |
|
|
2022
Q3 | $7.43M | Sell |
32,196
-5,248
| -14% | -$1.21M | 0.13% | 26 |
|
|
2022
Q2 | $9.24M | Buy |
37,444
+1,102
| +3% | +$272K | 0.16% | 23 |
|
|
2022
Q1 | $8.99M | Sell |
36,342
-200
| -0.5% | -$49.5K | 0.14% | 24 |
|
|
2021
Q4 | $9.8M | Buy |
36,542
+2,200
| +6% | +$590K | 0.15% | 23 |
|
|
2021
Q3 | $8.28M | Buy |
34,342
+1,882
| +6% | +$454K | 0.14% | 20 |
|
|
2021
Q2 | $7.5M | Buy |
32,460
+750
| +2% | +$173K | 0.14% | 23 |
|
|
2021
Q1 | $7.11M | Buy |
31,710
+450
| +1% | +$101K | 0.14% | 21 |
|
|
2020
Q4 | $6.71M | Buy |
31,260
+650
| +2% | +$139K | 0.14% | 19 |
|
|
2020
Q3 | $6.72M | Sell |
30,610
-1,300
| -4% | -$285K | 0.16% | 18 |
|
|
2020
Q2 | $5.89M | Sell |
31,910
-2,500
| -7% | -$461K | 0.14% | 23 |
|
|
2020
Q1 | $5.69M | Buy |
34,410
+5,560
| +19% | +$919K | 0.14% | 25 |
|
|
2019
Q4 | $5.7M | Sell |
28,850
-200
| -0.7% | -$39.5K | 0.09% | 30 |
|
|
2019
Q3 | $6.24M | Sell |
29,050
-4,200
| -13% | -$902K | 0.12% | 23 |
|
|
2019
Q2 | $6.91M | Sell |
33,250
-400
| -1% | -$83.1K | 0.14% | 21 |
|
|
2019
Q1 | $6.39M | Buy |
33,650
+1,310
| +4% | +$249K | 0.12% | 24 |
|
|
2018
Q4 | $5.74M | Buy |
32,340
+1,200
| +4% | +$213K | 0.12% | 23 |
|
|
2018
Q3 | $5.21M | Buy |
31,140
+190
| +0.6% | +$31.8K | 0.09% | 28 |
|
|
2018
Q2 | $4.85M | Buy |
30,950
+3,200
| +12% | +$501K | 0.09% | 25 |
|
|
2018
Q1 | $4.34M | Buy |
27,750
+2,100
| +8% | +$328K | 0.08% | 24 |
|
|
2017
Q4 | $4.41M | Buy |
25,650
+200
| +0.8% | +$34.4K | 0.09% | 26 |
|
|
2017
Q3 | $3.99M | Buy |
25,450
+100
| +0.4% | +$15.7K | 0.09% | 30 |
|
|
2017
Q2 | $3.88M | Sell |
25,350
-500
| -2% | -$76.6K | 0.12% | 26 |
|
|
2017
Q1 | $3.35M | Buy |
25,850
+4,900
| +23% | +$635K | 0.06% | 40 |
|
|
2016
Q4 | $2.55M | Buy |
20,950
+1,200
| +6% | +$146K | 0.07% | 49 |
|
|
2016
Q3 | $2.28M | Hold |
19,750
| – | – | 0.08% | 60 |
|
|
2016
Q2 | $2.38M | Buy |
19,750
+100
| +0.5% | +$12K | 0.09% | 53 |
|
|
2016
Q1 | $2.47M | Sell |
19,650
-3,800
| -16% | -$478K | 0.08% | 46 |
|
|
2015
Q4 | $2.77M | Sell |
23,450
-20,000
| -46% | -$2.36M | 0.07% | 42 |
|
|
2015
Q3 | $4.28M | Buy |
43,450
+235
| +0.5% | +$23.2K | 0.11% | 36 |
|
|
2015
Q2 | $4.11M | Buy |
43,215
+500
| +1% | +$47.5K | 0.1% | 33 |
|
|
2015
Q1 | $4.16M | Buy |
42,715
+2,215
| +5% | +$216K | 0.1% | 40 |
|
|
2014
Q4 | $3.8M | Hold |
40,500
| – | – | 0.09% | 41 |
|
|
2014
Q3 | $3.84M | Buy |
40,500
+4,100
| +11% | +$389K | 0.09% | 68 |
|
|
2014
Q2 | $3.67M | Sell |
36,400
-1,000
| -3% | -$101K | 0.09% | 73 |
|
|
2014
Q1 | $3.67M | Buy |
37,400
+11,100
| +42% | +$1.09M | 0.09% | 67 |
|
|
2013
Q4 | $2.55M | Sell |
26,300
-800
| -3% | -$77.6K | 0.07% | 82 |
|
|
2013
Q3 | $2.61M | Buy |
27,100
+20,100
| +287% | +$1.93M | 0.08% | 74 |
|
|
2013
Q2 | $693K | Buy |
+7,000
| New | +$693K | 0.02% | 105 |
|