SIS
Sound Income Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
5,285
-286
| -5% | -$83.6K | 0.09% | 132 |
|
|
2025
Q1 | $1.74M | Buy |
5,571
+73
| +1% | +$22.8K | 0.1% | 126 |
|
|
2024
Q4 | $1.59M | Buy |
5,498
+1,493
| +37% | +$433K | 0.1% | 121 |
|
|
2024
Q3 | $1.22M | Buy |
4,005
+26
| +0.7% | +$7.92K | 0.08% | 126 |
|
|
2024
Q2 | $1.01M | Buy |
3,979
+1,402
| +54% | +$357K | 0.06% | 128 |
|
|
2024
Q1 | $727K | Buy |
2,577
+984
| +62% | +$277K | 0.05% | 139 |
|
|
2023
Q4 | $472K | Buy |
1,593
+430
| +37% | +$127K | 0.04% | 137 |
|
|
2023
Q3 | $306K | Sell |
1,163
-101
| -8% | -$26.6K | 0.03% | 132 |
|
|
2023
Q2 | $377K | Sell |
1,264
-391
| -24% | -$117K | 0.04% | 120 |
|
|
2023
Q1 | $463K | Buy |
1,655
+72
| +5% | +$20.1K | 0.05% | 111 |
|
|
2022
Q4 | $417K | Sell |
1,583
-45
| -3% | -$11.9K | 0.05% | 108 |
|
|
2022
Q3 | $376K | Buy |
1,628
+20
| +1% | +$4.62K | 0.05% | 109 |
|
|
2022
Q2 | $397K | Buy |
1,608
+4
| +0.2% | +$988 | 0.05% | 114 |
|
|
2022
Q1 | $397K | Buy |
1,604
+3
| +0.2% | +$743 | 0.05% | 115 |
|
|
2021
Q4 | $429K | Sell |
1,601
-79
| -5% | -$21.2K | 0.05% | 115 |
|
|
2021
Q3 | $405K | Sell |
1,680
-745
| -31% | -$180K | 0.05% | 114 |
|
|
2021
Q2 | $560K | Buy |
2,425
+44
| +2% | +$10.2K | 0.08% | 105 |
|
|
2021
Q1 | $534K | Buy |
2,381
+139
| +6% | +$31.2K | 0.09% | 97 |
|
|
2020
Q4 | $481K | Sell |
2,242
-50
| -2% | -$10.7K | 0.11% | 84 |
|
|
2020
Q3 | $503K | Sell |
2,292
-124
| -5% | -$27.2K | 0.14% | 70 |
|
|
2020
Q2 | $446K | Buy |
2,416
+341
| +16% | +$63K | 0.13% | 54 |
|
|
2020
Q1 | $343K | Buy |
2,075
+1,421
| +217% | +$235K | 0.12% | 51 |
|
|
2019
Q4 | $129K | Buy |
654
+7
| +1% | +$1.38K | 0.03% | 73 |
|
|
2019
Q3 | $139K | Buy |
647
+130
| +25% | +$27.9K | 0.04% | 68 |
|
|
2019
Q2 | $107K | Sell |
517
-9
| -2% | -$1.86K | 0.04% | 82 |
|
|
2019
Q1 | $100K | Sell |
526
-177
| -25% | -$33.7K | 0.05% | 87 |
|
|
2018
Q4 | $125K | Sell |
703
-40
| -5% | -$7.11K | 0.07% | 77 |
|
|
2018
Q3 | $124K | Buy |
743
+304
| +69% | +$50.7K | 0.06% | 74 |
|
|
2018
Q2 | $69K | Sell |
439
-9
| -2% | -$1.42K | 0.04% | 85 |
|
|
2018
Q1 | $70K | Sell |
448
-61
| -12% | -$9.53K | 0.05% | 83 |
|
|
2017
Q4 | $83K | Buy |
+509
| New | +$83K | 0.05% | 70 |
|