SIAP
Sterling Investment Advisors (Pennsylvania)’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,464
+22
| +0.4% | +$6.43K | 0.35% | 76 |
|
|
2025
Q1 | $1.7M | Sell |
5,442
-133
| -2% | -$41.5K | 0.41% | 67 |
|
|
2024
Q4 | $1.62M | Sell |
5,575
-41
| -0.7% | -$11.9K | 0.39% | 68 |
|
|
2024
Q3 | $1.71M | Hold |
5,616
| – | – | 0.43% | 66 |
|
|
2024
Q2 | $1.43M | Buy |
5,616
+400
| +8% | +$102K | 0.39% | 67 |
|
|
2024
Q1 | $1.47M | Buy |
5,216
+1,664
| +47% | +$469K | 0.41% | 65 |
|
|
2023
Q4 | $1.05M | Buy |
3,552
+239
| +7% | +$70.9K | 0.33% | 71 |
|
|
2023
Q3 | $873K | Sell |
3,313
-25
| -0.7% | -$6.59K | 0.3% | 75 |
|
|
2023
Q2 | $996K | Buy |
3,338
+34
| +1% | +$10.1K | 0.33% | 76 |
|
|
2023
Q1 | $924K | Sell |
3,304
-12
| -0.4% | -$3.36K | 0.31% | 81 |
|
|
2022
Q4 | $874K | Sell |
3,316
-243
| -7% | -$64K | 0.31% | 81 |
|
|
2022
Q3 | $821K | Hold |
3,559
| – | – | 0.31% | 80 |
|
|
2022
Q2 | $879K | Sell |
3,559
-25
| -0.7% | -$6.17K | 0.3% | 78 |
|
|
2022
Q1 | $886K | Buy |
3,584
+1
| +0% | +$247 | 0.25% | 92 |
|
|
2021
Q4 | $961K | Sell |
3,583
-10
| -0.3% | -$2.68K | 0.27% | 85 |
|
|
2021
Q3 | $866K | Sell |
3,593
-172
| -5% | -$41.5K | 0.26% | 92 |
|
|
2021
Q2 | $870K | Buy |
3,765
+68
| +2% | +$15.7K | 0.25% | 92 |
|
|
2021
Q1 | $829K | Buy |
3,697
+1
| +0% | +$224 | 0.27% | 90 |
|
|
2020
Q4 | $793K | Buy |
3,696
+58
| +2% | +$12.4K | 0.27% | 84 |
|
|
2020
Q3 | $798K | Sell |
3,638
-199
| -5% | -$43.7K | 0.31% | 76 |
|
|
2020
Q2 | $707K | Sell |
3,837
-50
| -1% | -$9.21K | 0.29% | 82 |
|
|
2020
Q1 | $642K | Buy |
3,887
+178
| +5% | +$29.4K | 0.34% | 74 |
|
|
2019
Q4 | $732K | Buy |
3,709
+250
| +7% | +$49.3K | 0.34% | 73 |
|
|
2019
Q3 | $743K | Hold |
3,459
| – | – | 0.38% | 69 |
|
|
2019
Q2 | $718K | Sell |
3,459
-600
| -15% | -$125K | 0.37% | 72 |
|
|
2019
Q1 | $771K | Hold |
4,059
| – | – | 0.39% | 65 |
|
|
2018
Q4 | $720K | Hold |
4,059
| – | – | 0.42% | 61 |
|
|
2018
Q3 | $679K | Buy |
4,059
+35
| +0.9% | +$5.86K | 0.36% | 70 |
|
|
2018
Q2 | $630K | Hold |
4,024
| – | – | 0.37% | 72 |
|
|
2018
Q1 | $629K | Hold |
4,024
| – | – | 0.39% | 69 |
|
|
2017
Q4 | $693K | Hold |
4,024
| – | – | 0.43% | 66 |
|
|
2017
Q3 | $630K | Sell |
4,024
-266
| -6% | -$41.6K | 0.42% | 70 |
|
|
2017
Q2 | $657K | Hold |
4,290
| – | – | 0.44% | 68 |
|
|
2017
Q1 | $556K | Buy |
4,290
+370
| +9% | +$48K | 0.4% | 67 |
|
|
2016
Q4 | $477K | Buy |
+3,920
| New | +$477K | 0.38% | 65 |
|