Northeast Financial Group’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 | $228K | Sell |
781
-50
| -6% | -$14.6K | 0.07% | 79 |
|
|
2025
Q1 | $260K | Hold |
831
| – | – | 0.09% | 71 |
|
|
2024
Q4 | $241K | Buy |
831
+17
| +2% | +$4.93K | 0.09% | 73 |
|
|
2024
Q3 | $248K | Hold |
814
| – | – | 0.09% | 65 |
|
|
2024
Q2 | $207K | Hold |
814
| – | – | 0.09% | 69 |
|
|
2024
Q1 | $230K | Hold |
814
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $241K | Sell |
814
-52
| -6% | -$15.4K | 0.12% | 67 |
|
|
2023
Q3 | $228K | Sell |
866
-23
| -3% | -$6.06K | 0.14% | 61 |
|
|
2023
Q2 | $265K | Buy |
+889
| New | +$265K | 0.17% | 58 |
|
|
2022
Q2 | – | Sell |
-978
| Closed | -$242K | – | 41 |
|
|
2022
Q1 | $242K | Hold |
978
| – | – | 0.17% | 38 |
|
|
2021
Q4 | $262K | Hold |
978
| – | – | 0.15% | 40 |
|
|
2021
Q3 | $236K | Hold |
978
| – | – | 0.15% | 36 |
|
|
2021
Q2 | $226K | Hold |
978
| – | – | 0.15% | 44 |
|
|
2021
Q1 | $219K | Hold |
978
| – | – | 0.15% | 43 |
|
|
2020
Q4 | $210K | Buy |
+978
| New | +$210K | 0.16% | 44 |
|