SDAM
Shulman DeMeo Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-895
| Closed | -$252K | – | 134 |
|
|
2024
Q1 | $252K | Sell |
895
-156
| -15% | -$44K | 0.07% | 111 |
|
|
2023
Q4 | $312K | Buy |
1,051
+114
| +12% | +$33.8K | 0.09% | 97 |
|
|
2023
Q3 | $247K | Sell |
937
-26
| -3% | -$6.85K | 0.08% | 106 |
|
|
2023
Q2 | $287K | Sell |
963
-1
| -0.1% | -$298 | 0.09% | 101 |
|
|
2023
Q1 | $270K | Sell |
964
-6
| -0.6% | -$1.68K | 0.08% | 104 |
|
|
2022
Q4 | $256K | Sell |
970
-6
| -0.6% | -$1.58K | 0.09% | 108 |
|
|
2022
Q3 | $225K | Sell |
976
-16
| -2% | -$3.69K | 0.08% | 111 |
|
|
2022
Q2 | $245K | Buy |
992
+94
| +10% | +$23.2K | 0.08% | 112 |
|
|
2022
Q1 | $222K | Buy |
898
+27
| +3% | +$6.68K | 0.06% | 131 |
|
|
2021
Q4 | $233K | Buy |
871
+3
| +0.3% | +$803 | 0.06% | 130 |
|
|
2021
Q3 | $209K | Buy |
+868
| New | +$209K | 0.18% | 79 |
|