SAM
Satovsky Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
1,201
+7
| +0.6% | +$2.04K | 0.07% | 35 |
|
|
2025
Q1 | $373K | Buy |
1,194
+7
| +0.6% | +$2.19K | 0.08% | 31 |
|
|
2024
Q4 | $344K | Sell |
1,187
-9
| -0.8% | -$2.61K | 0.08% | 28 |
|
|
2024
Q3 | $364K | Buy |
1,196
+13
| +1% | +$3.96K | 0.08% | 32 |
|
|
2024
Q2 | $302K | Buy |
1,183
+7
| +0.6% | +$1.78K | 0.07% | 32 |
|
|
2024
Q1 | $331K | Buy |
1,176
+7
| +0.6% | +$1.97K | 0.1% | 29 |
|
|
2023
Q4 | $347K | Buy |
1,169
+7
| +0.6% | +$2.08K | 0.11% | 28 |
|
|
2023
Q3 | $306K | Buy |
1,162
+6
| +0.5% | +$1.58K | 0.1% | 31 |
|
|
2023
Q2 | $345K | Buy |
1,156
+31
| +3% | +$9.25K | 0.12% | 30 |
|
|
2023
Q1 | $315K | Buy |
1,125
+7
| +0.6% | +$1.96K | 0.12% | 28 |
|
|
2022
Q4 | $295K | Buy |
1,118
+16
| +1% | +$4.22K | 0.12% | 29 |
|
|
2022
Q3 | $254K | Buy |
1,102
+6
| +0.5% | +$1.38K | 0.15% | 28 |
|
|
2022
Q2 | $271K | Buy |
1,096
+6
| +0.6% | +$1.48K | 0.16% | 28 |
|
|
2022
Q1 | $270K | Buy |
1,090
+6
| +0.6% | +$1.49K | 0.18% | 27 |
|
|
2021
Q4 | $290K | Buy |
1,084
+6
| +0.6% | +$1.61K | 0.19% | 25 |
|
|
2021
Q3 | $260K | Buy |
1,078
+6
| +0.6% | +$1.45K | 0.19% | 24 |
|
|
2021
Q2 | $248K | Buy |
1,072
+6
| +0.6% | +$1.39K | 0.19% | 24 |
|
|
2021
Q1 | $239K | Buy |
1,066
+6
| +0.6% | +$1.35K | 0.21% | 23 |
|
|
2020
Q4 | $227K | Buy |
+1,060
| New | +$227K | 0.21% | 22 |
|