SIA
Sage Investment Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $283K | Buy |
929
+73
| +9% | +$22.2K | 0.3% | 56 |
|
|
2024
Q2 | $218K | Sell |
856
-145
| -14% | -$36.9K | 0.25% | 62 |
|
|
2024
Q1 | $282K | Buy |
1,001
+10
| +1% | +$2.82K | 0.32% | 55 |
|
|
2023
Q4 | $294K | Buy |
991
+159
| +19% | +$47.1K | 0.36% | 50 |
|
|
2023
Q3 | $219K | Buy |
832
+3
| +0.4% | +$790 | 0.3% | 53 |
|
|
2023
Q2 | $247K | Buy |
829
+3
| +0.4% | +$895 | 0.33% | 50 |
|
|
2023
Q1 | $231K | Buy |
826
+3
| +0.4% | +$839 | 0.31% | 53 |
|
|
2022
Q4 | $217K | Buy |
+823
| New | +$217K | 0.31% | 57 |
|
|
2022
Q3 | – | Sell |
-817
| Closed | -$202K | – | 61 |
|
|
2022
Q2 | $202K | Sell |
817
-113
| -12% | -$27.9K | 0.32% | 57 |
|
|
2022
Q1 | $230K | Buy |
930
+4
| +0.4% | +$989 | 0.3% | 62 |
|
|
2021
Q4 | $248K | Buy |
+926
| New | +$248K | 0.32% | 62 |
|