Symmetry Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
1,737
+15
| +0.9% | +$4.38K | 0.06% | 87 |
|
|
2025
Q1 | $538K | Buy |
1,722
+83
| +5% | +$25.9K | 0.07% | 82 |
|
|
2024
Q4 | $475K | Buy |
1,639
+46
| +3% | +$13.3K | 0.07% | 78 |
|
|
2024
Q3 | $485K | Sell |
1,593
-1,608
| -50% | -$490K | 0.11% | 60 |
|
|
2024
Q2 | $816K | Sell |
3,201
-319
| -9% | -$81.3K | 0.04% | 201 |
|
|
2024
Q1 | $992K | Hold |
3,520
| – | – | 0.08% | 177 |
|
|
2023
Q4 | $1.04M | Sell |
3,520
-1,986
| -36% | -$587K | 0.06% | 156 |
|
|
2023
Q3 | $1.45M | Sell |
5,506
-187
| -3% | -$49.3K | 0.08% | 128 |
|
|
2023
Q2 | $1.7M | Hold |
5,693
| – | – | 0.09% | 117 |
|
|
2023
Q1 | $1.59M | Sell |
5,693
-697
| -11% | -$195K | 0.09% | 122 |
|
|
2022
Q4 | $1.68M | Buy |
6,390
+1,533
| +32% | +$404K | 0.1% | 112 |
|
|
2022
Q3 | $1.12M | Hold |
4,857
| – | – | 0.08% | 153 |
|
|
2022
Q2 | $1.2M | Hold |
4,857
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $1.2M | Hold |
4,857
| – | – | 0.08% | 165 |
|
|
2021
Q4 | $1.3M | Sell |
4,857
-526
| -10% | -$141K | 0.08% | 156 |
|
|
2021
Q3 | $1.32M | Hold |
5,383
| – | – | 0.09% | 159 |
|
|
2021
Q2 | $1.24M | Hold |
5,383
| – | – | 0.08% | 175 |
|
|
2021
Q1 | $1.21M | Sell |
5,383
-1,750
| -25% | -$392K | 0.09% | 163 |
|
|
2020
Q4 | $1.53M | Buy |
7,133
+1,234
| +21% | +$265K | 0.12% | 117 |
|
|
2020
Q3 | $1.3M | Buy |
+5,899
| New | +$1.3M | 0.11% | 117 |
|
|
2020
Q1 | – | Sell |
-4,933
| Closed | -$975K | – | 324 |
|
|
2019
Q4 | $975K | Sell |
4,933
-2,731
| -36% | -$540K | 0.2% | 59 |
|
|
2019
Q3 | $1.65M | Hold |
7,664
| – | – | 0.34% | 44 |
|
|
2019
Q2 | $1.59M | Sell |
7,664
-1,914
| -20% | -$398K | 0.33% | 50 |
|
|
2019
Q1 | $1.82M | Buy |
+9,578
| New | +$1.82M | 0.31% | 45 |
|