Sittner & Nelson’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 | $495K | Sell |
1,694
-20
| -1% | -$5.84K | 0.2% | 80 |
|
|
2025
Q1 | $535K | Sell |
1,714
-30
| -2% | -$9.37K | 0.23% | 70 |
|
|
2024
Q4 | $506K | Hold |
1,744
| – | – | 0.22% | 68 |
|
|
2024
Q3 | $531K | Hold |
1,744
| – | – | 0.24% | 67 |
|
|
2024
Q2 | $444K | Hold |
1,744
| – | – | 0.22% | 70 |
|
|
2024
Q1 | $492K | Hold |
1,744
| – | – | 0.25% | 66 |
|
|
2023
Q4 | $517K | Sell |
1,744
-17
| -1% | -$5.04K | 0.28% | 62 |
|
|
2023
Q3 | $464K | Hold |
1,761
| – | – | 0.27% | 63 |
|
|
2023
Q2 | $525K | Hold |
1,761
| – | – | 0.29% | 59 |
|
|
2023
Q1 | $492K | Buy |
1,761
+200
| +13% | +$55.9K | 0.28% | 62 |
|
|
2022
Q4 | $411K | Buy |
1,561
+2
| +0.1% | +$527 | 0.25% | 74 |
|
|
2022
Q3 | $360K | Hold |
1,559
| – | – | 0.24% | 74 |
|
|
2022
Q2 | $385K | Sell |
1,559
-100
| -6% | -$24.7K | 0.25% | 72 |
|
|
2022
Q1 | $410K | Hold |
1,659
| – | – | 0.24% | 68 |
|
|
2021
Q4 | $445K | Hold |
1,659
| – | – | 0.26% | 65 |
|
|
2021
Q3 | $400K | Sell |
1,659
-250
| -13% | -$60.3K | 0.26% | 67 |
|
|
2021
Q2 | $441K | Hold |
1,909
| – | – | 0.31% | 58 |
|
|
2021
Q1 | $428K | Buy |
1,909
+300
| +19% | +$67.3K | 0.32% | 58 |
|
|
2020
Q4 | $345K | Buy |
+1,609
| New | +$345K | 0.31% | 64 |
|