Roble Belko & Company’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
$88K Hold
300
0.01% 147
2025
Q1
$94K Hold
300
0.02% 140
2024
Q4
$87K Buy
+300
New +$87K 0.01% 143
2023
Q2
Sell
-1,815
Closed -$508K 311
2023
Q1
$508K Sell
1,815
-1,816
-50% -$508K 0.1% 61
2022
Q4
$957K Hold
3,631
0.2% 51
2022
Q3
$838K Hold
3,631
0.2% 47
2022
Q2
$896K Hold
3,631
0.2% 49
2022
Q1
$898K Hold
3,631
0.17% 49
2021
Q4
$973K Hold
3,631
0.18% 44
2021
Q3
$876K Hold
3,631
0.18% 43
2021
Q2
$839K Hold
3,631
0.19% 45
2021
Q1
$814K Hold
3,631
0.2% 44
2020
Q4
$779K Hold
3,631
0.2% 44
2020
Q3
$797K Hold
3,631
0.23% 43
2020
Q2
$670K Hold
3,631
0.2% 46
2020
Q1
$600K Hold
3,631
0.19% 50
2019
Q4
$718K Sell
3,631
-292
-7% -$57.7K 0.2% 46
2019
Q3
$842K Hold
3,923
0.25% 43
2019
Q2
$815K Hold
3,923
0.25% 41
2019
Q1
$745K Sell
3,923
-827
-17% -$157K 0.26% 38
2018
Q4
$843K Buy
4,750
+4,282
+915% +$760K 0.32% 37
2018
Q3
$78K Hold
468
0.03% 89
2018
Q2
$73K Sell
468
-65
-12% -$10.1K 0.03% 92
2018
Q1
$83K Hold
533
0.03% 92
2017
Q4
$92K Hold
533
0.04% 81
2017
Q3
$84K Buy
533
+357
+203% +$56.3K 0.04% 76
2017
Q2
$27K Sell
176
-150
-46% -$23K 0.01% 120
2017
Q1
$42K Buy
326
+76
+30% +$9.79K 0.02% 97
2016
Q4
$30K Buy
+250
New +$30K 0.02% 118
2016
Q2
Sell
-590
Closed -$74K 288
2016
Q1
$74K Hold
590
0.04% 79
2015
Q4
$70K Hold
590
0.04% 78
2015
Q3
$58K Sell
590
-330
-36% -$32.4K 0.04% 84
2015
Q2
$87K Buy
920
+60
+7% +$5.67K 0.05% 76
2015
Q1
$84K Buy
+860
New +$84K 0.05% 72