NFSG
Newbridge Financial Services Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Sell |
2,123
-50
| -2% | -$14.6K | 0.1% | 154 |
|
|
2025
Q1 | $679K | Sell |
2,173
-406
| -16% | -$127K | 0.16% | 102 |
|
|
2024
Q4 | $748K | Buy |
2,579
+90
| +4% | +$26.1K | 0.19% | 89 |
|
|
2024
Q3 | $758K | Sell |
2,489
-1,364
| -35% | -$415K | 0.27% | 75 |
|
|
2024
Q2 | $982K | Sell |
3,853
-306
| -7% | -$78K | 0.37% | 57 |
|
|
2024
Q1 | $1.17M | Buy |
4,159
+1,704
| +69% | +$480K | 0.51% | 41 |
|
|
2023
Q4 | $728K | Buy |
2,455
+569
| +30% | +$169K | 0.36% | 64 |
|
|
2023
Q3 | $497K | Buy |
1,886
+610
| +48% | +$161K | 0.25% | 89 |
|
|
2023
Q2 | $381K | Buy |
1,276
+141
| +12% | +$42.1K | 0.19% | 108 |
|
|
2023
Q1 | $317K | Sell |
1,135
-40
| -3% | -$11.2K | 0.17% | 132 |
|
|
2022
Q4 | $310K | Buy |
1,175
+55
| +5% | +$14.5K | 0.18% | 122 |
|
|
2022
Q3 | $258K | Buy |
1,120
+86
| +8% | +$19.8K | 0.15% | 150 |
|
|
2022
Q2 | $255K | Buy |
1,034
+18
| +2% | +$4.44K | 0.16% | 134 |
|
|
2022
Q1 | $251K | Sell |
1,016
-68
| -6% | -$16.8K | 0.12% | 158 |
|
|
2021
Q4 | $291K | Buy |
1,084
+298
| +38% | +$80K | 0.14% | 153 |
|
|
2021
Q3 | $189K | Buy |
786
+186
| +31% | +$44.7K | 0.12% | 179 |
|
|
2021
Q2 | $139K | Buy |
600
+119
| +25% | +$27.6K | 0.09% | 225 |
|
|
2021
Q1 | $108K | Hold |
481
| – | – | 0.08% | 241 |
|
|
2020
Q4 | $103K | Sell |
481
-148
| -24% | -$31.7K | 0.08% | 223 |
|
|
2020
Q3 | $138K | Buy |
+629
| New | +$138K | 0.14% | 156 |
|