SFA
Source Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $415K | Sell |
1,362
-40
| -3% | -$12.2K | 0.12% | 77 |
|
|
2024
Q2 | $357K | Buy |
1,402
+2
| +0.1% | +$510 | 0.11% | 82 |
|
|
2024
Q1 | $395K | Buy |
1,400
+4
| +0.3% | +$1.13K | 0.12% | 83 |
|
|
2023
Q4 | $414K | Sell |
1,396
-137
| -9% | -$40.6K | 0.13% | 86 |
|
|
2023
Q3 | $404K | Sell |
1,533
-90
| -6% | -$23.7K | 0.14% | 85 |
|
|
2023
Q2 | $484K | Buy |
1,623
+131
| +9% | +$39.1K | 0.16% | 83 |
|
|
2023
Q1 | $417K | Sell |
1,492
-74
| -5% | -$20.7K | 0.14% | 84 |
|
|
2022
Q4 | $413K | Sell |
1,566
-26
| -2% | -$6.85K | 0.16% | 83 |
|
|
2022
Q3 | $368K | Sell |
1,592
-5
| -0.3% | -$1.16K | 0.15% | 82 |
|
|
2022
Q2 | $394K | Buy |
1,597
+120
| +8% | +$29.6K | 0.15% | 82 |
|
|
2022
Q1 | $365K | Sell |
1,477
-86
| -6% | -$21.3K | 0.11% | 90 |
|
|
2021
Q4 | $419K | Sell |
1,563
-327
| -17% | -$87.7K | 0.11% | 86 |
|
|
2021
Q3 | $456K | Buy |
1,890
+20
| +1% | +$4.83K | 0.12% | 74 |
|
|
2021
Q2 | $432K | Buy |
1,870
+34
| +2% | +$7.86K | 0.11% | 75 |
|
|
2021
Q1 | $412K | Buy |
1,836
+622
| +51% | +$140K | 0.11% | 76 |
|
|
2020
Q4 | $261K | Buy |
+1,214
| New | +$261K | 0.07% | 94 |
|