RDFA
Ritter Daniher Financial Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Hold |
216
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $67.5K | Hold |
216
| – | – | 0.02% | 136 |
|
|
2024
Q4 | $62.6K | Hold |
216
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $65.8K | Hold |
216
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $55K | Sell |
216
-145
| -40% | -$37K | 0.02% | 141 |
|
|
2024
Q1 | $102K | Sell |
361
-144
| -29% | -$40.6K | 0.03% | 111 |
|
|
2023
Q4 | $150K | Hold |
505
| – | – | 0.06% | 91 |
|
|
2023
Q3 | $133K | Hold |
505
| – | – | 0.06% | 91 |
|
|
2023
Q2 | $151K | Hold |
505
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $141K | Hold |
505
| – | – | 0.06% | 76 |
|
|
2022
Q4 | $133K | Hold |
505
| – | – | 0.06% | 85 |
|
|
2022
Q3 | $117K | Hold |
505
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $125K | Buy |
505
+222
| +78% | +$55K | 0.09% | 77 |
|
|
2022
Q1 | $70K | Buy |
283
+128
| +83% | +$31.7K | 0.05% | 98 |
|
|
2021
Q4 | $42K | Hold |
155
| – | – | 0.03% | 116 |
|
|
2021
Q3 | $37K | Hold |
155
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $36K | Hold |
155
| – | – | 0.03% | 114 |
|
|
2021
Q1 | $35K | Hold |
155
| – | – | 0.03% | 106 |
|
|
2020
Q4 | $33K | Buy |
+155
| New | +$33K | 0.03% | 105 |
|