Sigma Investment Counselors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-735
| Closed | -$213K | – | 193 |
|
|
2024
Q4 | $213K | Sell |
735
-114
| -13% | -$33.1K | 0.01% | 190 |
|
|
2024
Q3 | $259K | Buy |
849
+14
| +2% | +$4.27K | 0.02% | 177 |
|
|
2024
Q2 | $213K | Hold |
835
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $236K | Sell |
835
-301
| -26% | -$84.9K | 0.02% | 180 |
|
|
2023
Q4 | $337K | Sell |
1,136
-678
| -37% | -$201K | 0.02% | 158 |
|
|
2023
Q3 | $478K | Buy |
1,814
+64
| +4% | +$16.9K | 0.04% | 128 |
|
|
2023
Q2 | $522K | Buy |
1,750
+582
| +50% | +$174K | 0.04% | 123 |
|
|
2023
Q1 | $327K | Buy |
1,168
+213
| +22% | +$59.6K | 0.03% | 156 |
|
|
2022
Q4 | $252K | Buy |
955
+42
| +5% | +$11.1K | 0.02% | 163 |
|
|
2022
Q3 | $211K | Sell |
913
-12
| -1% | -$2.77K | 0.02% | 172 |
|
|
2022
Q2 | $228K | Buy |
925
+24
| +3% | +$5.92K | 0.02% | 167 |
|
|
2022
Q1 | $223K | Hold |
901
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $242K | Hold |
901
| – | – | 0.02% | 173 |
|
|
2021
Q3 | $217K | Sell |
901
-130
| -13% | -$31.3K | 0.02% | 185 |
|
|
2021
Q2 | $238K | Sell |
1,031
-31
| -3% | -$7.16K | 0.02% | 174 |
|
|
2021
Q1 | $238K | Buy |
+1,062
| New | +$238K | 0.02% | 162 |
|