SSG
Summit Securities Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.1K | Buy |
+144
| New | +$42.1K | 0.01% | 442 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$58K | – | 837 |
|
|
2024
Q4 | $58K | Buy |
+200
| New | +$58K | 0.01% | 169 |
|
|
2024
Q3 | – | Sell |
-19
| Closed | -$5K | – | 627 |
|
|
2024
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 375 |
|
|
2024
Q1 | – | Sell |
-400
| Closed | -$119K | – | 564 |
|
|
2023
Q4 | $119K | Buy |
+400
| New | +$119K | 0.01% | 156 |
|
|
2023
Q3 | – | Sell |
-3,041
| Closed | -$907K | – | 676 |
|
|
2023
Q2 | $907K | Buy |
3,041
+728
| +31% | +$217K | 0.12% | 41 |
|
|
2023
Q1 | $647K | Sell |
2,313
-4,297
| -65% | -$1.2M | 0.05% | 50 |
|
|
2022
Q4 | $1.74M | Buy |
6,610
+2,810
| +74% | +$741K | 0.07% | 37 |
|
|
2022
Q3 | $877K | Sell |
3,800
-4,529
| -54% | -$1.05M | 0.07% | 93 |
|
|
2022
Q2 | $2.06M | Buy |
8,329
+6,629
| +390% | +$1.64M | 0.26% | 27 |
|
|
2022
Q1 | $420K | Sell |
1,700
-12,500
| -88% | -$3.09M | 0.05% | 141 |
|
|
2021
Q4 | $3.81M | Sell |
14,200
-4,052
| -22% | -$1.09M | 0.18% | 50 |
|
|
2021
Q3 | $4.4M | Buy |
18,252
+9,686
| +113% | +$2.34M | 0.34% | 26 |
|
|
2021
Q2 | $1.98M | Buy |
8,566
+4,966
| +138% | +$1.15M | 0.16% | 59 |
|
|
2021
Q1 | $807K | Sell |
3,600
-7,500
| -68% | -$1.68M | 0.09% | 105 |
|
|
2020
Q4 | $2.38M | Buy |
11,100
+7,402
| +200% | +$1.59M | 0.2% | 44 |
|
|
2020
Q3 | $812K | Sell |
3,698
-902
| -20% | -$198K | 0.09% | 56 |
|
|
2020
Q2 | $849K | Sell |
4,600
-500
| -10% | -$92.3K | 0.11% | 51 |
|
|
2020
Q1 | $843K | Buy |
5,100
+1,500
| +42% | +$248K | 0.15% | 43 |
|
|
2019
Q4 | $711K | Sell |
3,600
-4,200
| -54% | -$830K | 0.05% | 114 |
|
|
2019
Q3 | $1.68M | Buy |
7,800
+3,600
| +86% | +$773K | 0.15% | 33 |
|
|
2019
Q2 | $872K | Sell |
4,200
-3,100
| -42% | -$644K | 0.1% | 46 |
|
|
2019
Q1 | $1.39M | Buy |
7,300
+1,600
| +28% | +$304K | 0.25% | 19 |
|
|
2018
Q4 | $1.01M | Buy |
5,700
+3,800
| +200% | +$675K | 0.09% | 53 |
|
|
2018
Q3 | $318K | Sell |
1,900
-9,800
| -84% | -$1.64M | 0.12% | 103 |
|
|
2018
Q2 | $1.83M | Buy |
11,700
+8,300
| +244% | +$1.3M | 0.26% | 27 |
|
|
2018
Q1 | $532K | Sell |
3,400
-13,900
| -80% | -$2.17M | 0.13% | 40 |
|
|
2017
Q4 | $2.98M | Buy |
17,300
+14,000
| +424% | +$2.41M | 0.35% | 26 |
|
|
2017
Q3 | $517K | Sell |
3,300
-400
| -11% | -$62.7K | 0.09% | 53 |
|
|
2017
Q2 | $567K | Buy |
3,700
+1,900
| +106% | +$291K | 0.1% | 84 |
|
|
2017
Q1 | $233K | Sell |
1,800
-8,900
| -83% | -$1.15M | 0.07% | 231 |
|
|
2016
Q4 | $1.3M | Sell |
10,700
-11,500
| -52% | -$1.4M | 0.28% | 64 |
|
|
2016
Q3 | $2.56M | Sell |
22,200
-7,800
| -26% | -$900K | 0.86% | 12 |
|
|
2016
Q2 | $3.61M | Buy |
+30,000
| New | +$3.61M | 1.93% | 10 |
|
|
2016
Q1 | – | Sell |
-92,200
| Closed | -$10.9M | – | 265 |
|
|
2015
Q4 | $10.9M | Buy |
92,200
+88,800
| +2,612% | +$10.5M | 3.52% | 7 |
|
|
2015
Q3 | $335K | Sell |
3,400
-1,400
| -29% | -$138K | 0.24% | 51 |
|
|
2015
Q2 | $456K | Sell |
4,800
-10,500
| -69% | -$998K | 0.22% | 34 |
|
|
2015
Q1 | $1.49M | Sell |
15,300
-6,000
| -28% | -$585K | 1.12% | 9 |
|
|
2014
Q4 | $2M | Buy |
21,300
+8,600
| +68% | +$806K | 0.57% | 33 |
|
|
2014
Q3 | $1.2M | Buy |
12,700
+2,900
| +30% | +$275K | 0.35% | 62 |
|
|
2014
Q2 | $987K | Sell |
9,800
-52,700
| -84% | -$5.31M | 0.34% | 52 |
|
|
2014
Q1 | $6.13M | Buy |
62,500
+12,000
| +24% | +$1.18M | 3.66% | 5 |
|
|
2013
Q4 | $4.9M | Buy |
50,500
+23,600
| +88% | +$2.29M | 0.85% | 24 |
|
|
2013
Q3 | $2.59M | Buy |
26,900
+10,400
| +63% | +$1M | 0.88% | 21 |
|
|
2013
Q2 | $1.63M | Buy |
+16,500
| New | +$1.63M | 0.78% | 29 |
|