QFA
Quantum Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
839
-269
| -24% | -$78.6K | 0.03% | 155 |
|
|
2025
Q1 | $346K | Sell |
1,108
-668
| -38% | -$209K | 0.05% | 109 |
|
|
2024
Q4 | $515K | Hold |
1,776
| – | – | 0.08% | 89 |
|
|
2024
Q3 | $541K | Buy |
1,776
+975
| +122% | +$297K | 0.08% | 90 |
|
|
2024
Q2 | $204K | Buy |
801
+85
| +12% | +$21.7K | 0.04% | 162 |
|
|
2024
Q1 | $202K | Sell |
716
-6
| -0.8% | -$1.69K | 0.04% | 171 |
|
|
2023
Q4 | $214K | Sell |
722
-672
| -48% | -$199K | 0.05% | 113 |
|
|
2023
Q3 | $367K | Buy |
1,394
+677
| +94% | +$178K | 0.11% | 67 |
|
|
2023
Q2 | $214K | Hold |
717
| – | – | 0.06% | 93 |
|
|
2023
Q1 | $200K | Buy |
+717
| New | +$200K | 0.06% | 94 |
|