Roberts, Glore & Co’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 | – | Sell |
-761
| Closed | -$238K | – | 208 |
|
|
2025
Q1 | $238K | Buy |
761
+10
| +1% | +$3.12K | 0.07% | 183 |
|
|
2024
Q4 | $218K | Hold |
751
| – | – | 0.06% | 194 |
|
|
2024
Q3 | $229K | Buy |
+751
| New | +$229K | 0.07% | 197 |
|
|
2024
Q2 | – | Sell |
-756
| Closed | -$213K | – | 210 |
|
|
2024
Q1 | $213K | Sell |
756
-10
| -1% | -$2.82K | 0.06% | 198 |
|
|
2023
Q4 | $227K | Hold |
766
| – | – | 0.07% | 191 |
|
|
2023
Q3 | $202K | Sell |
766
-25
| -3% | -$6.59K | 0.07% | 193 |
|
|
2023
Q2 | $236K | Sell |
791
-25
| -3% | -$7.46K | 0.08% | 184 |
|
|
2023
Q1 | $228K | Sell |
816
-15
| -2% | -$4.19K | 0.08% | 181 |
|
|
2022
Q4 | $219K | Buy |
+831
| New | +$219K | 0.08% | 180 |
|
|
2022
Q3 | – | Sell |
-915
| Closed | -$226K | – | 188 |
|
|
2022
Q2 | $226K | Buy |
915
+17
| +2% | +$4.2K | 0.08% | 171 |
|
|
2022
Q1 | $222K | Sell |
898
-56
| -6% | -$13.8K | 0.06% | 189 |
|
|
2021
Q4 | $256K | Sell |
954
-10
| -1% | -$2.68K | 0.07% | 173 |
|
|
2021
Q3 | $232K | Buy |
+964
| New | +$232K | 0.07% | 174 |
|