SAM
SignalPoint Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.36M | Sell |
4,702
-48
| -1% | -$13.9K | 0.33% | 54 |
|
|
2024
Q3 | $1.44M | Sell |
4,750
-33
| -0.7% | -$10K | 0.34% | 58 |
|
|
2024
Q2 | $1.22M | Buy |
4,783
+169
| +4% | +$43.1K | 0.33% | 68 |
|
|
2024
Q1 | $1.3M | Sell |
4,614
-22
| -0.5% | -$6.2K | 0.36% | 60 |
|
|
2023
Q4 | $1.37M | Buy |
4,636
+40
| +0.9% | +$11.9K | 0.41% | 54 |
|
|
2023
Q3 | $1.21M | Sell |
4,596
-2
| -0% | -$527 | 0.39% | 56 |
|
|
2023
Q2 | $1.37M | Sell |
4,598
-68
| -1% | -$20.3K | 0.42% | 54 |
|
|
2023
Q1 | $1.31M | Sell |
4,666
-617
| -12% | -$173K | 0.41% | 56 |
|
|
2022
Q4 | $1.39M | Buy |
5,283
+82
| +2% | +$21.6K | 0.49% | 53 |
|
|
2022
Q3 | $1.2M | Buy |
5,201
+33
| +0.6% | +$7.61K | 0.46% | 56 |
|
|
2022
Q2 | $1.28M | Hold |
5,168
| – | – | 0.47% | 58 |
|
|
2022
Q1 | $1.28M | Sell |
5,168
-23
| -0.4% | -$5.69K | 0.41% | 61 |
|
|
2021
Q4 | $1.39M | Buy |
5,191
+97
| +2% | +$26K | 0.42% | 59 |
|
|
2021
Q3 | $1.23M | Sell |
5,094
-136
| -3% | -$32.8K | 0.39% | 64 |
|
|
2021
Q2 | $1.21M | Hold |
5,230
| – | – | 0.39% | 66 |
|
|
2021
Q1 | $1.17M | Buy |
5,230
+28
| +0.5% | +$6.28K | 0.41% | 62 |
|
|
2020
Q4 | $1.12M | Buy |
5,202
+42
| +0.8% | +$9.01K | 0.42% | 56 |
|
|
2020
Q3 | $1.13M | Sell |
5,160
-26
| -0.5% | -$5.71K | 0.47% | 46 |
|
|
2020
Q2 | $957K | Buy |
5,186
+89
| +2% | +$16.4K | 0.43% | 52 |
|
|
2020
Q1 | $843K | Sell |
5,097
-20
| -0.4% | -$3.31K | 0.44% | 52 |
|
|
2019
Q4 | $1.01M | Buy |
5,117
+374
| +8% | +$73.9K | 0.43% | 60 |
|
|
2019
Q3 | $1.02M | Sell |
4,743
-322
| -6% | -$69.1K | 0.45% | 56 |
|
|
2019
Q2 | $1.05M | Buy |
5,065
+158
| +3% | +$32.8K | 0.5% | 54 |
|
|
2019
Q1 | $932K | Sell |
4,907
-28
| -0.6% | -$5.32K | 0.41% | 62 |
|
|
2018
Q4 | $876K | Sell |
4,935
-8
| -0.2% | -$1.42K | 0.42% | 62 |
|
|
2018
Q3 | $827K | Buy |
4,943
+36
| +0.7% | +$6.02K | 0.37% | 72 |
|
|
2018
Q2 | $769K | Buy |
4,907
+120
| +3% | +$18.8K | 0.37% | 79 |
|
|
2018
Q1 | $749K | Buy |
4,787
+210
| +5% | +$32.9K | 0.36% | 82 |
|
|
2017
Q4 | $788K | Sell |
4,577
-421
| -8% | -$72.5K | 0.38% | 76 |
|
|
2017
Q3 | $782K | Buy |
+4,998
| New | +$782K | 0.4% | 69 |
|
|
2017
Q1 | – | Sell |
-5,674
| Closed | -$691K | – | 188 |
|
|
2016
Q4 | $691K | Buy |
5,674
+78
| +1% | +$9.5K | 0.18% | 115 |
|
|
2016
Q3 | $646K | Buy |
5,596
+1,359
| +32% | +$157K | 0.17% | 106 |
|
|
2016
Q2 | $509K | Sell |
4,237
-50
| -1% | -$6.01K | 0.21% | 105 |
|
|
2016
Q1 | $539K | Sell |
4,287
-1,673
| -28% | -$210K | 0.23% | 87 |
|
|
2015
Q4 | $704K | Buy |
5,960
+111
| +2% | +$13.1K | 0.31% | 63 |
|
|
2015
Q3 | $577K | Sell |
5,849
-285
| -5% | -$28.1K | 0.26% | 70 |
|
|
2015
Q2 | $598K | Hold |
6,134
| – | – | 0.25% | 75 |
|
|
2015
Q1 | $598K | Sell |
6,134
-561
| -8% | -$54.7K | 0.25% | 75 |
|
|
2014
Q4 | $627K | Buy |
6,695
+55
| +0.8% | +$5.15K | 0.28% | 78 |
|
|
2014
Q3 | $630K | Buy |
6,640
+621
| +10% | +$58.9K | 0.3% | 75 |
|
|
2014
Q2 | $606K | Buy |
6,019
+45
| +0.8% | +$4.53K | 0.27% | 80 |
|
|
2014
Q1 | $586K | Sell |
5,974
-484
| -7% | -$47.5K | 0.27% | 78 |
|
|
2013
Q4 | $626K | Buy |
6,458
+1,798
| +39% | +$174K | 0.28% | 77 |
|
|
2013
Q3 | $448K | Buy |
+4,660
| New | +$448K | 0.28% | 72 |
|