NFC
Northeast Financial Consultants’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Sell |
2,747
-4,761
| -63% | -$1.39M | 0.03% | 170 |
|
|
2025
Q1 | $2.35M | Buy |
7,508
+22
| +0.3% | +$6.87K | 0.1% | 99 |
|
|
2024
Q4 | $2.17M | Buy |
7,486
+34
| +0.5% | +$9.86K | 0.09% | 101 |
|
|
2024
Q3 | $2.27M | Buy |
7,452
+56
| +0.8% | +$17.1K | 0.1% | 96 |
|
|
2024
Q2 | $1.88M | Buy |
7,396
+24
| +0.3% | +$6.12K | 0.09% | 102 |
|
|
2024
Q1 | $2.08M | Buy |
7,372
+172
| +2% | +$48.5K | 0.1% | 102 |
|
|
2023
Q4 | $2.13M | Buy |
7,200
+21
| +0.3% | +$6.23K | 0.12% | 98 |
|
|
2023
Q3 | $1.89M | Buy |
7,179
+20
| +0.3% | +$5.27K | 0.12% | 102 |
|
|
2023
Q2 | $2.14M | Sell |
7,159
-44
| -0.6% | -$13.1K | 0.13% | 96 |
|
|
2023
Q1 | $2.01M | Sell |
7,203
-8
| -0.1% | -$2.24K | 0.13% | 99 |
|
|
2022
Q4 | $1.9M | Buy |
7,211
+3
| +0% | +$791 | 0.13% | 101 |
|
|
2022
Q3 | $1.66M | Buy |
7,208
+19
| +0.3% | +$4.38K | 0.12% | 103 |
|
|
2022
Q2 | $1.78M | Sell |
7,189
-72
| -1% | -$17.8K | 0.12% | 100 |
|
|
2022
Q1 | $1.8M | Buy |
7,261
+113
| +2% | +$27.9K | 0.1% | 115 |
|
|
2021
Q4 | $1.92M | Sell |
7,148
-40
| -0.6% | -$10.7K | 0.12% | 95 |
|
|
2021
Q3 | $1.73M | Sell |
7,188
-482
| -6% | -$116K | 0.12% | 105 |
|
|
2021
Q2 | $1.77M | Buy |
7,670
+519
| +7% | +$120K | 0.12% | 106 |
|
|
2021
Q1 | $1.6M | Buy |
7,151
+78
| +1% | +$17.5K | 0.12% | 100 |
|
|
2020
Q4 | $1.52M | Sell |
7,073
-530
| -7% | -$114K | 0.13% | 101 |
|
|
2020
Q3 | $1.67M | Sell |
7,603
-7,125
| -48% | -$1.56M | 0.15% | 86 |
|
|
2020
Q2 | $2.72M | Buy |
14,728
+68
| +0.5% | +$12.5K | 0.26% | 53 |
|
|
2020
Q1 | $2.42M | Buy |
14,660
+81
| +0.6% | +$13.4K | 0.27% | 60 |
|
|
2019
Q4 | $2.88M | Buy |
14,579
+65
| +0.4% | +$12.8K | 0.26% | 68 |
|
|
2019
Q3 | $3.12M | Buy |
14,514
+57
| +0.4% | +$12.2K | 0.32% | 65 |
|
|
2019
Q2 | $3M | Buy |
14,457
+58
| +0.4% | +$12K | 0.31% | 59 |
|
|
2019
Q1 | $2.73M | Buy |
14,399
+40
| +0.3% | +$7.6K | 0.3% | 56 |
|
|
2018
Q4 | $2.55M | Buy |
14,359
+11,259
| +363% | +$2M | 0.36% | 51 |
|
|
2018
Q3 | $518K | Hold |
3,100
| – | – | 0.14% | 86 |
|
|
2018
Q2 | $485K | Hold |
3,100
| – | – | 0.15% | 89 |
|
|
2018
Q1 | $484K | Hold |
3,100
| – | – | 0.16% | 89 |
|
|
2017
Q4 | $533K | Hold |
3,100
| – | – | 0.18% | 88 |
|
|
2017
Q3 | $486K | Buy |
+3,100
| New | +$486K | 0.18% | 87 |
|
|
2015
Q1 | – | Sell |
-2,185
| Closed | -$205K | – | 143 |
|
|
2014
Q4 | $205K | Sell |
2,185
-310
| -12% | -$29.1K | 0.11% | 125 |
|
|
2014
Q3 | $237K | Hold |
2,495
| – | – | 0.13% | 115 |
|
|
2014
Q2 | $251K | Sell |
2,495
-2,000
| -44% | -$201K | 0.14% | 104 |
|
|
2014
Q1 | $441K | Sell |
4,495
-1,000
| -18% | -$98.1K | 0.26% | 74 |
|
|
2013
Q4 | $533K | Buy |
+5,495
| New | +$533K | 0.36% | 56 |
|