SAM
Secure Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
9,967
+291
| +3% | +$85K | 0.54% | 46 |
|
|
2025
Q1 | $3.02M | Buy |
9,676
+2,156
| +29% | +$673K | 0.61% | 40 |
|
|
2024
Q4 | $2.18M | Buy |
7,520
+223
| +3% | +$64.6K | 0.33% | 72 |
|
|
2024
Q3 | $2.22M | Buy |
7,297
+264
| +4% | +$80.4K | 0.37% | 54 |
|
|
2024
Q2 | $1.79M | Buy |
7,033
+674
| +11% | +$172K | 0.34% | 64 |
|
|
2024
Q1 | $1.79M | Buy |
6,359
+694
| +12% | +$196K | 0.42% | 52 |
|
|
2023
Q4 | $1.68M | Sell |
5,665
-364
| -6% | -$108K | 0.45% | 50 |
|
|
2023
Q3 | $1.59M | Buy |
6,029
+477
| +9% | +$126K | 0.48% | 47 |
|
|
2023
Q2 | $1.66M | Buy |
5,552
+315
| +6% | +$94K | 0.5% | 55 |
|
|
2023
Q1 | $1.46M | Buy |
5,237
+230
| +5% | +$64.3K | 0.49% | 63 |
|
|
2022
Q4 | $1.32M | Buy |
5,007
+1,681
| +51% | +$443K | 0.47% | 66 |
|
|
2022
Q3 | $768K | Sell |
3,326
-16
| -0.5% | -$3.7K | 0.43% | 40 |
|
|
2022
Q2 | $825K | Buy |
3,342
+57
| +2% | +$14.1K | 0.46% | 40 |
|
|
2022
Q1 | $812K | Sell |
3,285
-118
| -3% | -$29.2K | 0.37% | 51 |
|
|
2021
Q4 | $912K | Buy |
3,403
+28
| +0.8% | +$7.5K | 0.37% | 47 |
|
|
2021
Q3 | $814K | Buy |
3,375
+70
| +2% | +$16.9K | 0.4% | 41 |
|
|
2021
Q2 | $763K | Buy |
3,305
+402
| +14% | +$92.8K | 0.39% | 43 |
|
|
2021
Q1 | $651K | Buy |
2,903
+790
| +37% | +$177K | 0.36% | 55 |
|
|
2020
Q4 | $453K | Buy |
2,113
+576
| +37% | +$123K | 0.27% | 81 |
|
|
2020
Q3 | $337K | Buy |
1,537
+59
| +4% | +$12.9K | 0.23% | 100 |
|
|
2020
Q2 | $273K | Buy |
1,478
+5
| +0.3% | +$924 | 0.19% | 120 |
|
|
2020
Q1 | $244K | Sell |
1,473
-374
| -20% | -$62K | 0.26% | 85 |
|
|
2019
Q4 | $365K | Buy |
+1,847
| New | +$365K | 0.26% | 98 |
|