Patriot Financial Group Insurance Agency’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 | $907K | Sell |
3,104
-82
| -3% | -$24K | 0.1% | 220 |
|
|
2025
Q1 | $995K | Sell |
3,186
-65
| -2% | -$20.3K | 0.13% | 193 |
|
|
2024
Q4 | $942K | Sell |
3,251
-132
| -4% | -$38.3K | 0.13% | 185 |
|
|
2024
Q3 | $1.03M | Buy |
3,383
+27
| +0.8% | +$8.22K | 0.14% | 178 |
|
|
2024
Q2 | $855K | Sell |
3,356
-53
| -2% | -$13.5K | 0.13% | 184 |
|
|
2024
Q1 | $961K | Buy |
3,409
+184
| +6% | +$51.9K | 0.15% | 158 |
|
|
2023
Q4 | $956K | Sell |
3,225
-2,710
| -46% | -$803K | 0.18% | 136 |
|
|
2023
Q3 | $1.56M | Sell |
5,935
-102
| -2% | -$26.9K | 0.32% | 69 |
|
|
2023
Q2 | $1.8M | Buy |
6,037
+334
| +6% | +$99.7K | 0.34% | 64 |
|
|
2023
Q1 | $1.59M | Buy |
5,703
+113
| +2% | +$31.6K | 0.32% | 69 |
|
|
2022
Q4 | $1.47M | Buy |
5,590
+23
| +0.4% | +$6.06K | 0.2% | 67 |
|
|
2022
Q3 | $1.28M | Sell |
5,567
-94
| -2% | -$21.7K | 0.31% | 74 |
|
|
2022
Q2 | $1.4M | Buy |
5,661
+9
| +0.2% | +$2.22K | 0.28% | 72 |
|
|
2022
Q1 | $1.4M | Sell |
5,652
-470
| -8% | -$116K | 0.25% | 90 |
|
|
2021
Q4 | $1.64M | Sell |
6,122
-69
| -1% | -$18.5K | 0.27% | 77 |
|
|
2021
Q3 | $1.49M | Sell |
6,191
-177
| -3% | -$42.7K | 0.26% | 85 |
|
|
2021
Q2 | $1.47M | Buy |
6,368
+218
| +4% | +$50.4K | 0.27% | 80 |
|
|
2021
Q1 | $1.38M | Buy |
6,150
+84
| +1% | +$18.8K | 0.32% | 59 |
|
|
2020
Q4 | $1.3M | Buy |
6,066
+236
| +4% | +$50.7K | 0.33% | 59 |
|
|
2020
Q3 | $1.28M | Buy |
5,830
+95
| +2% | +$20.9K | 0.42% | 46 |
|
|
2020
Q2 | $1.06M | Buy |
5,735
+227
| +4% | +$41.9K | 0.4% | 51 |
|
|
2020
Q1 | $911K | Buy |
5,508
+361
| +7% | +$59.7K | 0.42% | 47 |
|
|
2019
Q4 | $1.02M | Sell |
5,147
-448
| -8% | -$88.5K | 0.38% | 48 |
|
|
2019
Q3 | $1.2M | Buy |
5,595
+184
| +3% | +$39.5K | 0.54% | 33 |
|
|
2019
Q2 | $1.13M | Buy |
5,411
+240
| +5% | +$50.3K | 0.49% | 38 |
|
|
2019
Q1 | $982K | Sell |
5,171
-442
| -8% | -$83.9K | 0.5% | 34 |
|
|
2018
Q4 | $997K | Buy |
5,613
+700
| +14% | +$124K | 0.66% | 25 |
|
|
2018
Q3 | $822K | Sell |
4,913
-3,165
| -39% | -$530K | 0.49% | 26 |
|
|
2018
Q2 | $1.27M | Sell |
8,078
-1,814
| -18% | -$284K | 1.35% | 11 |
|
|
2018
Q1 | $1.56M | Buy |
9,892
+5
| +0.1% | +$789 | 1.15% | 12 |
|
|
2017
Q4 | $1.72M | Sell |
9,887
-2,058
| -17% | -$358K | 1.29% | 11 |
|
|
2017
Q3 | $1.91M | Sell |
11,945
-159
| -1% | -$25.5K | 1.71% | 9 |
|
|
2017
Q2 | $1.88M | Sell |
12,104
-3,567
| -23% | -$555K | 1.96% | 7 |
|
|
2017
Q1 | $2.04M | Buy |
15,671
+6,205
| +66% | +$809K | 2.15% | 7 |
|
|
2016
Q4 | $1.16M | Buy |
+9,466
| New | +$1.16M | 1.58% | 8 |
|