Northstar Advisory 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 | $320K | Hold |
1,096
| – | – | 0.16% | 84 |
|
|
2025
Q1 | $342K | Sell |
1,096
-16
| -1% | -$5K | 0.22% | 78 |
|
|
2024
Q4 | $322K | Buy |
1,112
+116
| +12% | +$33.6K | 0.16% | 83 |
|
|
2024
Q3 | $303K | Buy |
996
+24
| +2% | +$7.31K | 0.16% | 84 |
|
|
2024
Q2 | $248K | Buy |
972
+11
| +1% | +$2.8K | 0.14% | 84 |
|
|
2024
Q1 | $258K | Sell |
961
-752
| -44% | -$201K | 0.16% | 81 |
|
|
2023
Q4 | $508K | Sell |
1,713
-10
| -0.6% | -$2.97K | 0.3% | 52 |
|
|
2023
Q3 | $454K | Buy |
1,723
+765
| +80% | +$202K | 0.33% | 58 |
|
|
2023
Q2 | $286K | Buy |
958
+18
| +2% | +$5.37K | 0.19% | 73 |
|
|
2023
Q1 | $263K | Buy |
940
+13
| +1% | +$3.64K | 0.2% | 73 |
|
|
2022
Q4 | $244K | Hold |
927
| – | – | 0.19% | 84 |
|
|
2022
Q3 | $214K | Buy |
927
+8
| +0.9% | +$1.85K | 0.19% | 79 |
|
|
2022
Q2 | $227K | Sell |
919
-2,060
| -69% | -$509K | 0.17% | 75 |
|
|
2022
Q1 | $737K | Buy |
2,979
+20
| +0.7% | +$4.95K | 0.47% | 50 |
|
|
2021
Q4 | $793K | Buy |
+2,959
| New | +$793K | 0.47% | 41 |
|
|
2021
Q3 | – | Sell |
-2,220
| Closed | -$513K | – | 87 |
|
|
2021
Q2 | $513K | Buy |
2,220
+228
| +11% | +$52.7K | 0.32% | 57 |
|
|
2021
Q1 | $446K | Buy |
1,992
+13
| +0.7% | +$2.91K | 0.34% | 54 |
|
|
2020
Q4 | $425K | Buy |
+1,979
| New | +$425K | 0.36% | 55 |
|