RFA
RTD Financial Advisors’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $305K | Sell |
1,043
-57
| -5% | -$16.7K | 0.04% | 92 |
|
2025
Q1 | $344K | Buy |
1,100
+57
| +5% | +$17.8K | 0.05% | 93 |
|
2024
Q4 | $302K | Hold |
1,043
| – | – | 0.04% | 104 |
|
2024
Q3 | $318K | Hold |
1,043
| – | – | 0.04% | 102 |
|
2024
Q2 | $266K | Buy |
1,043
+30
| +3% | +$7.65K | 0.04% | 101 |
|
2024
Q1 | $286K | Hold |
1,013
| – | – | 0.04% | 93 |
|
2023
Q4 | $300K | Hold |
1,013
| – | – | 0.04% | 94 |
|
2023
Q3 | $267K | Hold |
1,013
| – | – | 0.04% | 94 |
|
2023
Q2 | $302K | Hold |
1,013
| – | – | 0.04% | 91 |
|
2023
Q1 | $283K | Sell |
1,013
-190
| -16% | -$53.1K | 0.04% | 90 |
|
2022
Q4 | $317K | Hold |
1,203
| – | – | 0.05% | 86 |
|
2022
Q3 | $278K | Sell |
1,203
-35
| -3% | -$8.09K | 0.05% | 83 |
|
2022
Q2 | $306K | Hold |
1,238
| – | – | 0.05% | 91 |
|
2022
Q1 | $306K | Hold |
1,238
| – | – | 0.04% | 95 |
|
2021
Q4 | $332K | Buy |
+1,238
| New | +$332K | 0.04% | 97 |
|