RIA
Realta Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
1,044
+181
| +21% | +$52.9K | 0.12% | 141 |
|
|
2025
Q1 | $270K | Sell |
863
-106
| -11% | -$33.1K | 0.12% | 147 |
|
|
2024
Q4 | $286K | Sell |
969
-1,027
| -51% | -$303K | 0.12% | 151 |
|
|
2024
Q3 | $618K | Sell |
1,996
-7,537
| -79% | -$2.33M | 0.28% | 85 |
|
|
2024
Q2 | $2.43M | Sell |
9,533
-931
| -9% | -$237K | 0.48% | 41 |
|
|
2024
Q1 | $2.95M | Buy |
10,464
+1,256
| +14% | +$354K | 0.61% | 23 |
|
|
2023
Q4 | $2.73M | Sell |
9,208
-1,703
| -16% | -$505K | 0.62% | 23 |
|
|
2023
Q3 | $3.26M | Sell |
10,911
-45
| -0.4% | -$13.4K | 0.75% | 17 |
|
|
2023
Q2 | $3.27M | Sell |
10,956
-121
| -1% | -$36.1K | 0.71% | 17 |
|
|
2023
Q1 | $3.1M | Sell |
11,077
-194
| -2% | -$54.2K | 0.75% | 17 |
|
|
2022
Q4 | $2.97M | Sell |
11,271
-371
| -3% | -$97.8K | 0.72% | 19 |
|
|
2022
Q3 | $2.69M | Sell |
11,642
-289
| -2% | -$66.7K | 0.7% | 20 |
|
|
2022
Q2 | $3.02M | Sell |
11,931
-119
| -1% | -$30.1K | 0.74% | 22 |
|
|
2022
Q1 | $2.98M | Sell |
12,050
-214
| -2% | -$52.9K | 0.59% | 25 |
|
|
2021
Q4 | $3.29M | Buy |
12,264
+110
| +0.9% | +$29.5K | 0.72% | 25 |
|
|
2021
Q3 | $2.93M | Buy |
12,154
+132
| +1% | +$31.8K | 0.69% | 25 |
|
|
2021
Q2 | $2.78M | Buy |
12,022
+367
| +3% | +$84.8K | 0.66% | 27 |
|
|
2021
Q1 | $2.61M | Buy |
11,655
+2,696
| +30% | +$604K | 0.69% | 26 |
|
|
2020
Q4 | $1.92M | Buy |
8,959
+11
| +0.1% | +$2.36K | 0.54% | 36 |
|
|
2020
Q3 | $1.96M | Sell |
8,948
-3,567
| -29% | -$783K | 0.66% | 28 |
|
|
2020
Q2 | $2.31M | Buy |
12,515
+119
| +1% | +$22K | 0.76% | 20 |
|
|
2020
Q1 | $2.05M | Buy |
12,396
+2,513
| +25% | +$416K | 0.88% | 19 |
|
|
2019
Q4 | $1.92M | Buy |
9,883
+479
| +5% | +$93.2K | 0.53% | 27 |
|
|
2019
Q3 | $2.01M | Buy |
9,404
+53
| +0.6% | +$11.3K | 0.55% | 27 |
|
|
2019
Q2 | $1.94M | Buy |
9,351
+682
| +8% | +$142K | 0.54% | 27 |
|
|
2019
Q1 | $1.64M | Buy |
+8,669
| New | +$1.64M | 0.75% | 15 |
|