SIA
Schechter Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.96M | Sell |
6,286
-782
| -11% | -$244K | 0.16% | 123 |
|
|
2024
Q4 | $2.05M | Sell |
7,068
-128
| -2% | -$37.1K | 0.16% | 124 |
|
|
2024
Q3 | $2.19M | Buy |
7,196
+322
| +5% | +$98.1K | 0.16% | 120 |
|
|
2024
Q2 | $1.75M | Sell |
6,874
-457
| -6% | -$116K | 0.13% | 142 |
|
|
2024
Q1 | $2.07M | Sell |
7,331
-12
| -0.2% | -$3.38K | 0.15% | 117 |
|
|
2023
Q4 | $2.18M | Buy |
7,343
+14
| +0.2% | +$4.15K | 0.19% | 103 |
|
|
2023
Q3 | $1.93M | Sell |
7,329
-36
| -0.5% | -$9.48K | 0.19% | 104 |
|
|
2023
Q2 | $2.2M | Buy |
7,365
+70
| +1% | +$20.9K | 0.2% | 99 |
|
|
2023
Q1 | $2.04M | Sell |
7,295
-633
| -8% | -$177K | 0.19% | 103 |
|
|
2022
Q4 | $2.09M | Buy |
7,928
+299
| +4% | +$78.8K | 0.19% | 112 |
|
|
2022
Q3 | $1.76M | Sell |
7,629
-850
| -10% | -$196K | 0.17% | 120 |
|
|
2022
Q2 | $2.09M | Buy |
8,479
+1,028
| +14% | +$254K | 0.2% | 90 |
|
|
2022
Q1 | $1.84M | Buy |
7,451
+137
| +2% | +$33.9K | 0.17% | 117 |
|
|
2021
Q4 | $1.96M | Buy |
+7,314
| New | +$1.96M | 0.18% | 119 |
|