PP
Patten & Patten’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
9,039
-266
| -3% | -$77.7K | 0.17% | 100 |
|
|
2025
Q1 | $2.91M | Buy |
9,305
+18
| +0.2% | +$5.62K | 0.19% | 93 |
|
|
2024
Q4 | $2.69M | Buy |
9,287
+405
| +5% | +$117K | 0.18% | 96 |
|
|
2024
Q3 | $2.7M | Buy |
8,882
+83
| +0.9% | +$25.3K | 0.18% | 96 |
|
|
2024
Q2 | $2.24M | Sell |
8,799
-299
| -3% | -$76.2K | 0.16% | 108 |
|
|
2024
Q1 | $2.57M | Sell |
9,098
-1,086
| -11% | -$306K | 0.18% | 100 |
|
|
2023
Q4 | $3.02M | Sell |
10,184
-288
| -3% | -$85.4K | 0.25% | 80 |
|
|
2023
Q3 | $2.76M | Buy |
10,472
+1,215
| +13% | +$320K | 0.24% | 82 |
|
|
2023
Q2 | $2.76M | Buy |
9,257
+213
| +2% | +$63.6K | 0.23% | 87 |
|
|
2023
Q1 | $2.53M | Sell |
9,044
-80
| -0.9% | -$22.4K | 0.22% | 88 |
|
|
2022
Q4 | $2.4M | Buy |
9,124
+58
| +0.6% | +$15.3K | 0.22% | 87 |
|
|
2022
Q3 | $2.09M | Buy |
9,066
+212
| +2% | +$48.9K | 0.2% | 87 |
|
|
2022
Q2 | $2.19M | Sell |
8,854
-1,684
| -16% | -$416K | 0.19% | 87 |
|
|
2022
Q1 | $2.61M | Sell |
10,538
-73
| -0.7% | -$18.1K | 0.19% | 90 |
|
|
2021
Q4 | $2.85M | Sell |
10,611
-87
| -0.8% | -$23.3K | 0.2% | 89 |
|
|
2021
Q3 | $2.58M | Buy |
10,698
+174
| +2% | +$41.9K | 0.2% | 91 |
|
|
2021
Q2 | $2.43M | Sell |
10,524
-1,111
| -10% | -$257K | 0.19% | 93 |
|
|
2021
Q1 | $2.61M | Buy |
11,635
+14
| +0.1% | +$3.14K | 0.21% | 86 |
|
|
2020
Q4 | $2.49M | Buy |
11,621
+5
| +0% | +$1.07K | 0.22% | 82 |
|
|
2020
Q3 | $2.55M | Hold |
11,616
| – | – | 0.25% | 76 |
|
|
2020
Q2 | $2.14M | Buy |
11,616
+212
| +2% | +$39.1K | 0.23% | 81 |
|
|
2020
Q1 | $1.89M | Sell |
11,404
-125
| -1% | -$20.7K | 0.25% | 79 |
|
|
2019
Q4 | $2.28M | Buy |
11,529
+1,794
| +18% | +$354K | 0.23% | 87 |
|
|
2019
Q3 | $2.09M | Sell |
9,735
-195
| -2% | -$41.9K | 0.23% | 88 |
|
|
2019
Q2 | $2.06M | Buy |
9,930
+1,686
| +20% | +$350K | 0.22% | 89 |
|
|
2019
Q1 | $1.57M | Buy |
8,244
+200
| +2% | +$38K | 0.17% | 100 |
|
|
2018
Q4 | $1.43M | Sell |
8,044
-3
| -0% | -$533 | 0.18% | 97 |
|
|
2018
Q3 | $1.35M | Sell |
8,047
-242
| -3% | -$40.5K | 0.13% | 113 |
|
|
2018
Q2 | $1.3M | Buy |
8,289
+69
| +0.8% | +$10.8K | 0.13% | 115 |
|
|
2018
Q1 | $1.29M | Buy |
8,220
+209
| +3% | +$32.7K | 0.13% | 116 |
|
|
2017
Q4 | $1.38M | Hold |
8,011
| – | – | 0.14% | 114 |
|
|
2017
Q3 | $1.26M | Buy |
8,011
+20
| +0.3% | +$3.13K | 0.13% | 115 |
|
|
2017
Q2 | $1.22M | Buy |
7,991
+1,900
| +31% | +$291K | 0.14% | 114 |
|
|
2017
Q1 | $789K | Buy |
6,091
+244
| +4% | +$31.6K | 0.09% | 139 |
|
|
2016
Q4 | $712K | Sell |
5,847
-28
| -0.5% | -$3.41K | 0.09% | 139 |
|
|
2016
Q3 | $678K | Buy |
5,875
+114
| +2% | +$13.2K | 0.09% | 140 |
|
|
2016
Q2 | $693K | Sell |
5,761
-9
| -0.2% | -$1.08K | 0.1% | 135 |
|
|
2016
Q1 | $725K | Buy |
5,770
+85
| +1% | +$10.7K | 0.1% | 125 |
|
|
2015
Q4 | $672K | Sell |
5,685
-850
| -13% | -$100K | 0.09% | 131 |
|
|
2015
Q3 | $644K | Sell |
6,535
-2,430
| -27% | -$239K | 0.1% | 130 |
|
|
2015
Q2 | $852K | Sell |
8,965
-1,775
| -17% | -$169K | 0.12% | 119 |
|
|
2015
Q1 | $1.05M | Sell |
10,740
-435
| -4% | -$42.4K | 0.15% | 109 |
|
|
2014
Q4 | $1.05M | Sell |
11,175
-4,060
| -27% | -$380K | 0.16% | 112 |
|
|
2014
Q3 | $1.44M | Buy |
15,235
+515
| +3% | +$48.8K | 0.23% | 93 |
|
|
2014
Q2 | $1.48M | Sell |
14,720
-2,702
| -16% | -$272K | 0.24% | 89 |
|
|
2014
Q1 | $1.71M | Sell |
17,422
-5,257
| -23% | -$515K | 0.23% | 95 |
|
|
2013
Q4 | $2.2M | Sell |
22,679
-921
| -4% | -$89.4K | 0.31% | 78 |
|
|
2013
Q3 | $2.27M | Sell |
23,600
-4,983
| -17% | -$480K | 0.35% | 73 |
|
|
2013
Q2 | $2.83M | Buy |
+28,583
| New | +$2.83M | 0.46% | 68 |
|