SIG
Sargent Investment Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
918
-22
| -2% | -$6.77K | 0.04% | 198 |
|
|
2025
Q1 | $294K | Sell |
940
-10
| -1% | -$3.12K | 0.05% | 191 |
|
|
2024
Q4 | $269K | Sell |
950
-144
| -13% | -$40.8K | 0.04% | 198 |
|
|
2024
Q3 | $333K | Sell |
1,094
-3
| -0.3% | -$914 | 0.06% | 156 |
|
|
2024
Q2 | $280K | Sell |
1,097
-20
| -2% | -$5.1K | 0.06% | 168 |
|
|
2024
Q1 | $315K | Buy |
1,117
+30
| +3% | +$8.46K | 0.07% | 151 |
|
|
2023
Q4 | $322K | Buy |
1,087
+13
| +1% | +$3.86K | 0.07% | 154 |
|
|
2023
Q3 | $283K | Sell |
1,074
-30
| -3% | -$7.9K | 0.07% | 159 |
|
|
2023
Q2 | $329K | Buy |
1,104
+33
| +3% | +$9.85K | 0.08% | 144 |
|
|
2023
Q1 | $302K | Buy |
1,071
+32
| +3% | +$9.03K | 0.08% | 149 |
|
|
2022
Q4 | $274K | Hold |
1,039
| – | – | 0.09% | 149 |
|
|
2022
Q3 | $244K | Hold |
1,039
| – | – | 0.08% | 152 |
|
|
2022
Q2 | $257K | Hold |
1,039
| – | – | 0.08% | 150 |
|
|
2022
Q1 | $257K | Sell |
1,039
-4
| -0.4% | -$989 | 0.06% | 160 |
|
|
2021
Q4 | $280K | Buy |
1,043
+175
| +20% | +$47K | 0.06% | 155 |
|
|
2021
Q3 | $209K | Hold |
868
| – | – | 0.05% | 176 |
|
|
2021
Q2 | $200K | Buy |
+868
| New | +$200K | 0.05% | 184 |
|
|
2019
Q4 | – | Sell |
-1,604
| Closed | -$344K | – | 156 |
|
|
2019
Q3 | $344K | Buy |
+1,604
| New | +$344K | 0.15% | 105 |
|