SFSG
Sound Financial Strategies Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
2,465
+41
| +2% | +$12K | 0.61% | 64 |
|
|
2025
Q1 | $757K | Sell |
2,424
-622
| -20% | -$194K | 0.68% | 45 |
|
|
2024
Q4 | $883K | Buy |
3,046
+338
| +12% | +$98K | 0.74% | 23 |
|
|
2024
Q3 | $825K | Buy |
2,708
+96
| +4% | +$29.2K | 0.66% | 29 |
|
|
2024
Q2 | $666K | Buy |
2,612
+554
| +27% | +$141K | 0.58% | 53 |
|
|
2024
Q1 | $580K | Sell |
2,058
-23
| -1% | -$6.49K | 0.48% | 44 |
|
|
2023
Q4 | $617K | Sell |
2,081
-1,066
| -34% | -$316K | 0.52% | 30 |
|
|
2023
Q3 | $829K | Sell |
3,147
-222
| -7% | -$58.5K | 0.69% | 38 |
|
|
2023
Q2 | $1.01M | Sell |
3,369
-409
| -11% | -$122K | 0.73% | 25 |
|
|
2023
Q1 | $1.06M | Sell |
3,778
-55
| -1% | -$15.4K | 0.7% | 21 |
|
|
2022
Q4 | $1.01M | Buy |
+3,833
| New | +$1.01M | 0.73% | 36 |
|
|
2022
Q2 | – | Sell |
-6,510
| Closed | -$1.61M | – | 61 |
|
|
2022
Q1 | $1.61M | Buy |
+6,510
| New | +$1.61M | 0.89% | 29 |
|
|
2021
Q1 | – | Sell |
-2,957
| Closed | -$635K | – | 95 |
|
|
2020
Q4 | $635K | Buy |
2,957
+470
| +19% | +$101K | 0.35% | 35 |
|
|
2020
Q3 | $546K | Sell |
2,487
-41
| -2% | -$9K | 0.35% | 32 |
|
|
2020
Q2 | $466K | Sell |
2,528
-1
| -0% | -$184 | 0.3% | 37 |
|
|
2020
Q1 | $418K | Sell |
2,529
-3,731
| -60% | -$617K | 0.28% | 44 |
|
|
2019
Q4 | $1.24M | Buy |
+6,260
| New | +$1.24M | 0.78% | 49 |
|