Semmax Financial Advisors’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 | $76.2K | Buy |
250
+58
| +30% | +$17.7K | 0.02% | 167 |
|
|
2025
Q1 | $60.2K | Buy |
192
+7
| +4% | +$2.2K | 0.02% | 160 |
|
|
2024
Q4 | $57.2K | Sell |
185
-8
| -4% | -$2.47K | 0.02% | 152 |
|
|
2024
Q3 | $57.7K | Buy |
193
+20
| +12% | +$5.98K | 0.02% | 146 |
|
|
2024
Q2 | $46.7K | Buy |
173
+28
| +19% | +$7.56K | 0.01% | 155 |
|
|
2024
Q1 | $39.5K | Sell |
145
-3
| -2% | -$816 | 0.01% | 156 |
|
|
2023
Q4 | $42.4K | Sell |
148
-43
| -23% | -$12.3K | 0.02% | 152 |
|
|
2023
Q3 | $51.5K | Buy |
+191
| New | +$51.5K | 0.02% | 117 |
|
|
2022
Q4 | $27K | Sell |
99
-13
| -12% | -$3.55K | 0.01% | 139 |
|
|
2022
Q3 | $31K | Sell |
112
-4,983
| -98% | -$1.38M | 0.01% | 128 |
|
|
2022
Q2 | $1.33M | Buy |
5,095
+488
| +11% | +$128K | 0.54% | 57 |
|
|
2022
Q1 | $1.14M | Buy |
4,607
+269
| +6% | +$66.5K | 0.45% | 69 |
|
|
2021
Q4 | $1.16M | Sell |
4,338
-428
| -9% | -$115K | 0.43% | 72 |
|
|
2021
Q3 | $1.15M | Sell |
4,766
-458
| -9% | -$110K | 0.4% | 75 |
|
|
2021
Q2 | $1.21M | Sell |
5,224
-2,112
| -29% | -$488K | 0.39% | 75 |
|
|
2021
Q1 | $1.64M | Buy |
7,336
+596
| +9% | +$134K | 0.59% | 61 |
|
|
2020
Q4 | $1.45M | Buy |
6,740
+320
| +5% | +$68.7K | 0.6% | 59 |
|
|
2020
Q3 | $1.41M | Buy |
6,420
+510
| +9% | +$112K | 0.67% | 56 |
|
|
2020
Q2 | $1.09M | Buy |
5,910
+1,689
| +40% | +$312K | 0.57% | 59 |
|
|
2020
Q1 | $698K | Buy |
4,221
+4,171
| +8,342% | +$690K | 0.44% | 67 |
|
|
2019
Q4 | $10K | Sell |
50
-109
| -69% | -$21.8K | 0.01% | 176 |
|
|
2019
Q3 | $34K | Buy |
159
+109
| +218% | +$23.3K | 0.02% | 129 |
|
|
2019
Q2 | $10K | Sell |
50
-473
| -90% | -$94.6K | 0.01% | 184 |
|
|
2019
Q1 | $99K | Sell |
523
-100
| -16% | -$18.9K | 0.07% | 167 |
|
|
2018
Q4 | $111K | Buy |
+623
| New | +$111K | 0.09% | 149 |
|