S.A. Mason’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 | $903K | Hold |
3,089
| – | – | 0.44% | 60 |
|
2025
Q1 | $965K | Sell |
3,089
-7
| -0.2% | -$2.19K | 0.51% | 52 |
|
2024
Q4 | $897K | Buy |
3,096
+64
| +2% | +$18.6K | 0.47% | 54 |
|
2024
Q3 | $923K | Buy |
3,032
+16
| +0.5% | +$4.87K | 0.49% | 52 |
|
2024
Q2 | $769K | Buy |
3,016
+1
| +0% | +$255 | 0.44% | 60 |
|
2024
Q1 | $850K | Buy |
3,015
+8
| +0.3% | +$2.26K | 0.51% | 50 |
|
2023
Q4 | $891K | Buy |
3,007
+222
| +8% | +$65.8K | 0.6% | 45 |
|
2023
Q3 | $734K | Buy |
2,785
+2
| +0.1% | +$527 | 0.53% | 49 |
|
2023
Q2 | $778K | Hold |
2,783
| – | – | 0.57% | 49 |
|
2023
Q1 | $778K | Buy |
2,783
+1
| +0% | +$280 | 0.57% | 49 |
|
2022
Q4 | $733K | Buy |
2,782
+1
| +0% | +$264 | 0.55% | 50 |
|
2022
Q3 | $642K | Sell |
2,781
-49
| -2% | -$11.3K | 0.51% | 52 |
|
2022
Q2 | $699K | Buy |
2,830
+1
| +0% | +$247 | 0.51% | 53 |
|
2022
Q1 | $700K | Buy |
2,829
+1
| +0% | +$247 | 0.44% | 59 |
|
2021
Q4 | $758K | Sell |
2,828
-9
| -0.3% | -$2.41K | 0.46% | 57 |
|
2021
Q3 | $684K | Buy |
2,837
+1
| +0% | +$241 | 0.45% | 62 |
|
2021
Q2 | $655K | Buy |
2,836
+1
| +0% | +$231 | 0.45% | 64 |
|
2021
Q1 | $635K | Buy |
2,835
+1
| +0% | +$224 | 0.47% | 64 |
|
2020
Q4 | $608K | Buy |
2,834
+1
| +0% | +$215 | 0.51% | 58 |
|
2020
Q3 | $622K | Buy |
2,833
+1
| +0% | +$220 | 0.59% | 50 |
|
2020
Q2 | $522K | Buy |
2,832
+1
| +0% | +$184 | 0.55% | 53 |
|
2020
Q1 | $468K | Buy |
2,831
+61
| +2% | +$10.1K | 0.57% | 48 |
|
2019
Q4 | $547K | Buy |
+2,770
| New | +$547K | 0.52% | 59 |
|