Nicolet Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
7,122
-489
| -6% | -$148K | 0.18% | 70 |
|
|
2025
Q1 | $2.34M | Sell |
7,611
-113
| -1% | -$34.7K | 0.23% | 55 |
|
|
2024
Q4 | $2.18M | Buy |
7,724
+605
| +8% | +$171K | 0.2% | 62 |
|
|
2024
Q3 | $2.16M | Sell |
7,119
-349
| -5% | -$106K | 0.2% | 58 |
|
|
2024
Q2 | $1.87M | Buy |
7,468
+524
| +8% | +$131K | 0.18% | 65 |
|
|
2024
Q1 | $1.87M | Buy |
6,944
+331
| +5% | +$89.2K | 0.19% | 63 |
|
|
2023
Q4 | $1.91M | Buy |
6,613
+69
| +1% | +$19.9K | 0.21% | 60 |
|
|
2023
Q3 | $1.67M | Buy |
6,544
+552
| +9% | +$141K | 0.19% | 67 |
|
|
2023
Q2 | $1.77M | Buy |
5,992
+1,061
| +22% | +$313K | 0.19% | 64 |
|
|
2023
Q1 | $1.4M | Buy |
4,931
+1,141
| +30% | +$323K | 0.16% | 72 |
|
|
2022
Q4 | $1.02M | Buy |
3,790
+578
| +18% | +$155K | 0.13% | 74 |
|
|
2022
Q3 | $755K | Buy |
3,212
+546
| +20% | +$128K | 0.12% | 70 |
|
|
2022
Q2 | $674K | Buy |
2,666
+432
| +19% | +$109K | 0.1% | 82 |
|
|
2022
Q1 | $562K | Sell |
2,234
-73
| -3% | -$18.4K | 0.07% | 98 |
|
|
2021
Q4 | $618K | Sell |
2,307
-381
| -14% | -$102K | 0.08% | 94 |
|
|
2021
Q3 | $649K | Buy |
2,688
+120
| +5% | +$29K | 0.08% | 96 |
|
|
2021
Q2 | $593K | Buy |
2,568
+52
| +2% | +$12K | 0.08% | 100 |
|
|
2021
Q1 | $564K | Sell |
2,516
-253
| -9% | -$56.7K | 0.08% | 97 |
|
|
2020
Q4 | $594K | Sell |
2,769
-358
| -11% | -$76.8K | 0.08% | 89 |
|
|
2020
Q3 | $686K | Sell |
3,127
-2,467
| -44% | -$541K | 0.11% | 77 |
|
|
2020
Q2 | $1.03M | Buy |
5,594
+437
| +8% | +$80.6K | 0.16% | 71 |
|
|
2020
Q1 | $853K | Buy |
5,157
+2,848
| +123% | +$471K | 0.15% | 81 |
|
|
2019
Q4 | $456K | Buy |
2,309
+20
| +0.9% | +$3.95K | 0.07% | 108 |
|
|
2019
Q3 | $491K | Buy |
2,289
+45
| +2% | +$9.65K | 0.07% | 96 |
|
|
2019
Q2 | $466K | Buy |
2,244
+27
| +1% | +$5.61K | 0.07% | 89 |
|
|
2019
Q1 | $421K | Buy |
+2,217
| New | +$421K | 0.07% | 91 |
|