Salomon & Ludwin’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 | $3.1M | Sell |
10,534
-16
| -0.2% | -$4.71K | 0.31% | 56 |
|
2025
Q1 | $3.3M | Buy |
10,550
+233
| +2% | +$72.8K | 0.35% | 53 |
|
2024
Q4 | $2.99M | Sell |
10,317
-110
| -1% | -$31.9K | 0.32% | 55 |
|
2024
Q3 | $3.18M | Buy |
10,427
+112
| +1% | +$34.1K | 0.32% | 56 |
|
2024
Q2 | $2.63M | Sell |
10,315
-635
| -6% | -$162K | 0.29% | 60 |
|
2024
Q1 | $3.09M | Sell |
10,950
-540
| -5% | -$152K | 0.27% | 59 |
|
2023
Q4 | $3.03M | Hold |
11,490
| – | – | 0.32% | 54 |
|
2023
Q3 | $3.03M | Buy |
11,490
+60
| +0.5% | +$15.8K | 0.32% | 54 |
|
2023
Q2 | $3.41M | Buy |
11,430
+10
| +0.1% | +$2.98K | 0.36% | 52 |
|
2023
Q1 | $3.19M | Hold |
11,420
| – | – | 0.38% | 50 |
|
2022
Q4 | $3.01M | Buy |
11,420
+1,087
| +11% | +$286K | 0.38% | 50 |
|
2022
Q3 | $2.38M | Buy |
10,333
+564
| +6% | +$130K | 0.36% | 44 |
|
2022
Q2 | $2.41M | Buy |
9,769
+6,726
| +221% | +$1.66M | 0.37% | 42 |
|
2022
Q1 | $752K | Buy |
3,043
+1,834
| +152% | +$453K | 0.11% | 52 |
|
2021
Q4 | $324K | Hold |
1,209
| – | – | 0.05% | 81 |
|
2021
Q3 | $292K | Hold |
1,209
| – | – | 0.05% | 77 |
|
2021
Q2 | $279K | Sell |
1,209
-40
| -3% | -$9.23K | 0.04% | 69 |
|
2021
Q1 | $280K | Hold |
1,249
| – | – | 0.05% | 62 |
|
2020
Q4 | $268K | Buy |
1,249
+40
| +3% | +$8.58K | 0.05% | 60 |
|
2020
Q3 | $265K | Buy |
1,209
+50
| +4% | +$11K | 0.06% | 57 |
|
2020
Q2 | $214K | Hold |
1,159
| – | – | 0.05% | 58 |
|
2020
Q1 | $192K | Sell |
1,159
-75
| -6% | -$12.4K | 0.05% | 53 |
|
2019
Q4 | $244K | Hold |
1,234
| – | – | 0.05% | 47 |
|
2019
Q3 | $265K | Sell |
1,234
-46
| -4% | -$9.88K | 0.05% | 37 |
|
2019
Q2 | $266K | Buy |
1,280
+46
| +4% | +$9.56K | 0.05% | 36 |
|
2019
Q1 | $234K | Hold |
1,234
| – | – | 0.05% | 37 |
|
2018
Q4 | $219K | Buy |
+1,234
| New | +$219K | 0.05% | 36 |
|