Samalin Investment Counsel’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 | $857K | Sell |
2,933
-73
| -2% | -$21.3K | 0.33% | 83 |
|
|
2025
Q1 | $939K | Buy |
3,006
+117
| +4% | +$36.6K | 0.38% | 70 |
|
|
2024
Q4 | $838K | Buy |
2,889
+5
| +0.2% | +$1.45K | 0.36% | 80 |
|
|
2024
Q3 | $878K | Sell |
2,884
-29
| -1% | -$8.83K | 0.38% | 67 |
|
|
2024
Q2 | $742K | Buy |
2,913
+457
| +19% | +$116K | 0.35% | 80 |
|
|
2024
Q1 | $692K | Sell |
2,456
-367
| -13% | -$103K | 0.33% | 93 |
|
|
2023
Q4 | $837K | Buy |
2,823
+29
| +1% | +$8.6K | 0.42% | 66 |
|
|
2023
Q3 | $736K | Sell |
2,794
-4
| -0.1% | -$1.05K | 0.42% | 70 |
|
|
2023
Q2 | $835K | Buy |
2,798
+49
| +2% | +$14.6K | 0.45% | 58 |
|
|
2023
Q1 | $769K | Sell |
2,749
-1
| -0% | -$280 | 0.46% | 55 |
|
|
2022
Q4 | $725K | Sell |
2,750
-12
| -0.4% | -$3.16K | 0.46% | 61 |
|
|
2022
Q3 | $637K | Sell |
2,762
-450
| -14% | -$104K | 0.47% | 56 |
|
|
2022
Q2 | $793K | Sell |
3,212
-78
| -2% | -$19.3K | 0.56% | 49 |
|
|
2022
Q1 | $814K | Buy |
3,290
+121
| +4% | +$29.9K | 0.49% | 54 |
|
|
2021
Q4 | $850K | Buy |
3,169
+217
| +7% | +$58.2K | 0.51% | 49 |
|
|
2021
Q3 | $712K | Sell |
2,952
-7
| -0.2% | -$1.69K | 0.46% | 58 |
|
|
2021
Q2 | $684K | Buy |
2,959
+21
| +0.7% | +$4.85K | 0.44% | 69 |
|
|
2021
Q1 | $658K | Buy |
2,938
+1,126
| +62% | +$252K | 0.44% | 69 |
|
|
2020
Q4 | $389K | Sell |
1,812
-66
| -4% | -$14.2K | 0.29% | 108 |
|
|
2020
Q3 | $412K | Buy |
1,878
+499
| +36% | +$109K | 0.37% | 88 |
|
|
2020
Q2 | $254K | Buy |
1,379
+151
| +12% | +$27.8K | 0.27% | 126 |
|
|
2020
Q1 | $203K | Sell |
1,228
-182
| -13% | -$30.1K | 0.27% | 114 |
|
|
2019
Q4 | $278K | Buy |
+1,410
| New | +$278K | 0.23% | 118 |
|