Shufro Rose & Co’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 | $341K | Hold |
1,091
| – | – | 0.03% | 217 |
|
|
2025
Q1 | $341K | Hold |
1,091
| – | – | 0.03% | 221 |
|
|
2024
Q4 | $316K | Sell |
1,091
-151
| -12% | -$43.8K | 0.02% | 219 |
|
|
2024
Q3 | $317K | Hold |
1,242
| – | – | 0.03% | 227 |
|
|
2024
Q2 | $317K | Buy |
1,242
+222
| +22% | +$56.6K | 0.03% | 227 |
|
|
2024
Q1 | $288K | Buy |
1,020
+100
| +11% | +$28.2K | 0.02% | 236 |
|
|
2023
Q4 | $242K | Hold |
920
| – | – | 0.02% | 241 |
|
|
2023
Q3 | $242K | Sell |
920
-17
| -2% | -$4.48K | 0.02% | 241 |
|
|
2023
Q2 | $280K | Hold |
937
| – | – | 0.03% | 232 |
|
|
2023
Q1 | $262K | Sell |
937
-180
| -16% | -$50.3K | 0.02% | 239 |
|
|
2022
Q4 | $294K | Buy |
1,117
+44
| +4% | +$11.6K | 0.02% | 239 |
|
|
2022
Q3 | $248K | Buy |
1,073
+63
| +6% | +$14.6K | 0.02% | 242 |
|
|
2022
Q2 | $249K | Hold |
1,010
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $250K | Sell |
1,010
-12
| -1% | -$2.97K | 0.02% | 254 |
|
|
2021
Q4 | $274K | Hold |
1,022
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $246K | Buy |
+1,022
| New | +$246K | 0.02% | 245 |
|