Proficio Capital Partners’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 | $710K | Buy |
2,430
+107
| +5% | +$31.3K | 0.04% | 196 |
|
|
2025
Q1 | $726K | Buy |
2,323
+285
| +14% | +$89K | 0.06% | 160 |
|
|
2024
Q4 | $591K | Buy |
2,038
+686
| +51% | +$199K | 0.05% | 166 |
|
|
2024
Q3 | $412K | Sell |
1,352
-278
| -17% | -$84.7K | 0.04% | 173 |
|
|
2024
Q2 | $415K | Sell |
1,630
-478
| -23% | -$122K | 0.04% | 194 |
|
|
2024
Q1 | $594K | Sell |
2,108
-36
| -2% | -$10.2K | 0.07% | 153 |
|
|
2023
Q4 | $636K | Sell |
2,144
-202
| -9% | -$59.9K | 0.08% | 131 |
|
|
2023
Q3 | $618K | Buy |
2,346
+242
| +12% | +$63.8K | 0.08% | 129 |
|
|
2023
Q2 | $628K | Sell |
2,104
-30
| -1% | -$8.95K | 0.09% | 133 |
|
|
2023
Q1 | $597K | Sell |
2,134
-64
| -3% | -$17.9K | 0.09% | 125 |
|
|
2022
Q4 | $579K | Buy |
2,198
+407
| +23% | +$107K | 0.11% | 113 |
|
|
2022
Q3 | $416K | Buy |
1,791
+73
| +4% | +$17K | 0.08% | 142 |
|
|
2022
Q2 | $424K | Buy |
1,718
+324
| +23% | +$80K | 0.08% | 143 |
|
|
2022
Q1 | $343K | Sell |
1,394
-610
| -30% | -$150K | 0.05% | 186 |
|
|
2021
Q4 | $537K | Buy |
2,004
+16
| +0.8% | +$4.29K | 0.07% | 136 |
|
|
2021
Q3 | $479K | Sell |
1,988
-77
| -4% | -$18.6K | 0.06% | 148 |
|
|
2021
Q2 | $477K | Buy |
2,065
+81
| +4% | +$18.7K | 0.06% | 151 |
|
|
2021
Q1 | $445K | Buy |
1,984
+119
| +6% | +$26.7K | 0.06% | 143 |
|
|
2020
Q4 | $400K | Buy |
1,865
+226
| +14% | +$48.5K | 0.06% | 115 |
|
|
2020
Q3 | $347K | Sell |
1,639
-58
| -3% | -$12.3K | 0.06% | 113 |
|
|
2020
Q2 | $314K | Sell |
1,697
-425
| -20% | -$78.6K | 0.06% | 118 |
|
|
2020
Q1 | $321K | Buy |
2,122
+928
| +78% | +$140K | 0.08% | 104 |
|
|
2019
Q4 | $236K | Buy |
+1,194
| New | +$236K | 0.07% | 115 |
|
|
2019
Q3 | – | Sell |
-1,144
| Closed | -$238K | – | 948 |
|
|
2019
Q2 | $238K | Buy |
1,144
+157
| +16% | +$32.7K | 0.08% | 119 |
|
|
2019
Q1 | $187K | Sell |
987
-32
| -3% | -$6.06K | 0.07% | 138 |
|
|
2018
Q4 | $181K | Buy |
1,019
+127
| +14% | +$22.6K | 0.08% | 117 |
|
|
2018
Q3 | $149K | Buy |
892
+40
| +5% | +$6.68K | 0.05% | 155 |
|
|
2018
Q2 | $133K | Buy |
852
+31
| +4% | +$4.84K | 0.05% | 169 |
|
|
2018
Q1 | $128K | Buy |
821
+125
| +18% | +$19.5K | 0.04% | 175 |
|
|
2017
Q4 | $120K | Buy |
696
+27
| +4% | +$4.66K | 0.04% | 183 |
|
|
2017
Q3 | $105K | Sell |
669
-76
| -10% | -$11.9K | 0.04% | 236 |
|
|
2017
Q2 | $117K | Buy |
745
+5
| +0.7% | +$785 | 0.05% | 226 |
|
|
2017
Q1 | $111K | Buy |
740
+346
| +88% | +$51.9K | 0.05% | 229 |
|
|
2016
Q4 | $48K | Sell |
394
-89
| -18% | -$10.8K | 0.02% | 272 |
|
|
2016
Q3 | $56K | Buy |
483
+40
| +9% | +$4.64K | 0.03% | 252 |
|
|
2016
Q2 | $53K | Buy |
443
+47
| +12% | +$5.62K | 0.03% | 254 |
|
|
2016
Q1 | $50K | Buy |
396
+195
| +97% | +$24.6K | 0.04% | 214 |
|
|
2015
Q4 | $24K | Buy |
+201
| New | +$24K | 0.02% | 170 |
|