SMA
Sage Mountain Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
4,778
+397
| +9% | +$116K | 0.09% | 106 |
|
|
2025
Q1 | $1.37M | Sell |
4,381
-109
| -2% | -$34.1K | 0.1% | 92 |
|
|
2024
Q4 | $1.3M | Buy |
4,490
+626
| +16% | +$181K | 0.1% | 93 |
|
|
2024
Q3 | $1.18M | Buy |
3,864
+655
| +20% | +$199K | 0.1% | 98 |
|
|
2024
Q2 | $818K | Buy |
3,209
+242
| +8% | +$61.7K | 0.08% | 115 |
|
|
2024
Q1 | $837K | Buy |
2,967
+340
| +13% | +$95.9K | 0.09% | 110 |
|
|
2023
Q4 | $779K | Buy |
2,627
+65
| +3% | +$19.3K | 0.09% | 99 |
|
|
2023
Q3 | $675K | Buy |
2,562
+13
| +0.5% | +$3.43K | 0.09% | 92 |
|
|
2023
Q2 | $761K | Buy |
2,549
+329
| +15% | +$98.2K | 0.11% | 88 |
|
|
2023
Q1 | $621K | Buy |
2,220
+762
| +52% | +$213K | 0.1% | 85 |
|
|
2022
Q4 | $384K | Buy |
1,458
+207
| +17% | +$54.6K | 0.09% | 87 |
|
|
2022
Q3 | $289K | Sell |
1,251
-139
| -10% | -$32.1K | 0.08% | 114 |
|
|
2022
Q2 | $343K | Buy |
1,390
+25
| +2% | +$6.17K | 0.06% | 303 |
|
|
2022
Q1 | $338K | Buy |
1,365
+18
| +1% | +$4.46K | 0.05% | 355 |
|
|
2021
Q4 | $361K | Sell |
1,347
-102
| -7% | -$27.3K | 0.04% | 397 |
|
|
2021
Q3 | $349K | Buy |
1,449
+404
| +39% | +$97.3K | 0.05% | 328 |
|
|
2021
Q2 | $241K | Buy |
+1,045
| New | +$241K | 0.04% | 354 |
|