Physicians Financial Services’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 | $5.93M | Sell |
20,288
-99
| -0.5% | -$28.9K | 1.77% | 13 |
|
|
2025
Q1 | $6.37M | Buy |
20,387
+125
| +0.6% | +$39K | 2.03% | 12 |
|
|
2024
Q4 | $5.87M | Buy |
20,262
+375
| +2% | +$109K | 1.78% | 12 |
|
|
2024
Q3 | $6.06M | Sell |
19,887
-400
| -2% | -$122K | 1.88% | 12 |
|
|
2024
Q2 | $5.17M | Buy |
20,287
+560
| +3% | +$143K | 1.68% | 14 |
|
|
2024
Q1 | $5.56M | Sell |
19,727
-157
| -0.8% | -$44.3K | 1.96% | 13 |
|
|
2023
Q4 | $5.9M | Buy |
19,884
+99
| +0.5% | +$29.4K | 2.23% | 8 |
|
|
2023
Q3 | $5.21M | Buy |
19,785
+1
| +0% | +$263 | 2.13% | 10 |
|
|
2023
Q2 | $5.9M | Sell |
19,784
-50
| -0.3% | -$14.9K | 2.32% | 7 |
|
|
2023
Q1 | $5.55M | Buy |
19,834
+94
| +0.5% | +$26.3K | 2.35% | 8 |
|
|
2022
Q4 | $5.2M | Sell |
19,740
-36
| -0.2% | -$9.49K | 2.34% | 9 |
|
|
2022
Q3 | $4.56M | Sell |
19,776
-579
| -3% | -$134K | 2.21% | 11 |
|
|
2022
Q2 | $5.03M | Buy |
20,355
+694
| +4% | +$171K | 2.24% | 9 |
|
|
2022
Q1 | $4.86M | Sell |
19,661
-250
| -1% | -$61.8K | 1.86% | 11 |
|
|
2021
Q4 | $5.34M | Sell |
19,911
-242
| -1% | -$64.9K | 1.97% | 9 |
|
|
2021
Q3 | $4.86M | Sell |
20,153
-40
| -0.2% | -$9.64K | 1.97% | 8 |
|
|
2021
Q2 | $4.66M | Sell |
20,193
-812
| -4% | -$188K | 1.91% | 10 |
|
|
2021
Q1 | $4.71M | Buy |
21,005
+1,374
| +7% | +$308K | 2.02% | 10 |
|
|
2020
Q4 | $4.21M | Sell |
19,631
-493
| -2% | -$106K | 2.03% | 8 |
|
|
2020
Q3 | $4.42M | Sell |
20,124
-297
| -1% | -$65.2K | 2.2% | 8 |
|
|
2020
Q2 | $3.77M | Buy |
20,421
+1,014
| +5% | +$187K | 2.08% | 10 |
|
|
2020
Q1 | $3.21M | Buy |
19,407
+20
| +0.1% | +$3.31K | 2.21% | 9 |
|
|
2019
Q4 | $3.83M | Buy |
19,387
+225
| +1% | +$44.5K | 2.07% | 12 |
|
|
2019
Q3 | $4.11M | Sell |
19,162
-72
| -0.4% | -$15.5K | 2.35% | 8 |
|
|
2019
Q2 | $3.99M | Sell |
19,234
-125
| -0.6% | -$26K | 2.35% | 8 |
|
|
2019
Q1 | $3.68M | Buy |
19,359
+50
| +0.3% | +$9.49K | 2.28% | 10 |
|
|
2018
Q4 | $3.43M | Buy |
19,309
+1,083
| +6% | +$192K | 2.49% | 8 |
|
|
2018
Q3 | $3.05M | Buy |
18,226
+1
| +0% | +$167 | 2.1% | 11 |
|
|
2018
Q2 | $2.86M | Sell |
18,225
-100
| -0.5% | -$15.7K | 2.14% | 12 |
|
|
2018
Q1 | $2.09M | Buy |
18,325
+950
| +5% | +$109K | 1.66% | 19 |
|
|
2017
Q4 | $2.99M | Sell |
17,375
-375
| -2% | -$64.6K | 2.28% | 11 |
|
|
2017
Q3 | $2.78M | Hold |
17,750
| – | – | 2.27% | 11 |
|
|
2017
Q2 | $2.72M | Sell |
17,750
-884
| -5% | -$135K | 2.3% | 9 |
|
|
2017
Q1 | $2.42M | Sell |
18,634
-679
| -4% | -$88K | 2.08% | 12 |
|
|
2016
Q4 | $2.31M | Buy |
19,313
+248
| +1% | +$29.6K | 1.89% | 11 |
|
|
2016
Q3 | $2.2M | Buy |
19,065
+402
| +2% | +$46.4K | 1.83% | 12 |
|
|
2016
Q2 | $2.25M | Sell |
18,663
-98
| -0.5% | -$11.8K | 1.97% | 10 |
|
|
2016
Q1 | $2.36M | Buy |
18,761
+104
| +0.6% | +$13.1K | 2.13% | 8 |
|
|
2015
Q4 | $2.2M | Buy |
+18,657
| New | +$2.2M | 2.04% | 9 |
|