Oliver Lagore Vanvalin Investment 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 | $471K | Buy |
+1,508
| New | +$471K | 0.18% | 95 |
|
2024
Q4 | $437K | Hold |
1,508
| – | – | 0.11% | 92 |
|
2024
Q3 | $459K | Hold |
1,508
| – | – | 0.12% | 89 |
|
2024
Q2 | $384K | Hold |
1,508
| – | – | 0.11% | 91 |
|
2024
Q1 | $425K | Hold |
1,508
| – | – | 0.12% | 92 |
|
2023
Q4 | $447K | Buy |
1,508
+9
| +0.6% | +$2.67K | 0.17% | 84 |
|
2023
Q3 | $395K | Sell |
1,499
-3
| -0.2% | -$790 | 0.16% | 94 |
|
2023
Q2 | $448K | Hold |
1,502
| – | – | 0.16% | 87 |
|
2023
Q1 | $420K | Buy |
1,502
+768
| +105% | +$215K | 0.18% | 61 |
|
2022
Q4 | $193K | Buy |
734
+134
| +22% | +$35.3K | 0.11% | 89 |
|
2022
Q3 | $138K | Hold |
600
| – | – | 0.09% | 101 |
|
2022
Q2 | $148K | Hold |
600
| – | – | 0.09% | 106 |
|
2022
Q1 | $148K | Buy |
+600
| New | +$148K | 0.1% | 108 |
|