Patriot Investment Management 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 | $210K | Sell |
720
-702
| -49% | -$205K | 0.01% | 236 |
|
2025
Q1 | $444K | Hold |
1,422
| – | – | 0.03% | 169 |
|
2024
Q4 | $412K | Buy |
1,422
+17
| +1% | +$4.93K | 0.03% | 170 |
|
2024
Q3 | $428K | Hold |
1,405
| – | – | 0.03% | 172 |
|
2024
Q2 | $358K | Hold |
1,405
| – | – | 0.03% | 182 |
|
2024
Q1 | $396K | Sell |
1,405
-21
| -1% | -$5.92K | 0.03% | 183 |
|
2023
Q4 | $423K | Hold |
1,426
| – | – | 0.04% | 174 |
|
2023
Q3 | $376K | Sell |
1,426
-73
| -5% | -$19.2K | 0.03% | 182 |
|
2023
Q2 | $447K | Hold |
1,499
| – | – | 0.04% | 173 |
|
2023
Q1 | $419K | Hold |
1,499
| – | – | 0.04% | 180 |
|
2022
Q4 | $408K | Sell |
1,499
-242
| -14% | -$65.9K | 0.04% | 182 |
|
2022
Q3 | $401K | Sell |
1,741
-48
| -3% | -$11.1K | 0.04% | 172 |
|
2022
Q2 | $441K | Sell |
1,789
-169
| -9% | -$41.7K | 0.04% | 172 |
|
2022
Q1 | $484K | Buy |
1,958
+785
| +67% | +$194K | 0.04% | 179 |
|
2021
Q4 | $314K | Sell |
1,173
-8
| -0.7% | -$2.14K | 0.03% | 217 |
|
2021
Q3 | $284K | Buy |
1,181
+38
| +3% | +$9.14K | 0.03% | 215 |
|
2021
Q2 | $264K | Buy |
1,143
+30
| +3% | +$6.93K | 0.02% | 216 |
|
2021
Q1 | $249K | Buy |
+1,113
| New | +$249K | 0.02% | 213 |
|
2020
Q3 | – | Sell |
-823
| Closed | -$152K | – | 462 |
|
2020
Q2 | $152K | Buy |
+823
| New | +$152K | 0.02% | 227 |
|
2019
Q4 | – | Sell |
-1,182
| Closed | -$248K | – | 220 |
|
2019
Q3 | $248K | Sell |
1,182
-308
| -21% | -$64.6K | 0.03% | 195 |
|
2019
Q2 | $309K | Buy |
+1,490
| New | +$309K | 0.04% | 177 |
|