SAM
Synergy Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
4,573
+1,312
| +40% | +$383K | 0.15% | 82 |
|
|
2025
Q1 | $1.02M | Buy |
3,261
+964
| +42% | +$301K | 0.13% | 87 |
|
|
2024
Q4 | $699K | Hold |
2,297
| – | – | 0.05% | 134 |
|
|
2024
Q3 | $699K | Sell |
2,297
-12,461
| -84% | -$3.79M | 0.11% | 91 |
|
|
2024
Q2 | $3.76M | Buy |
14,758
+152
| +1% | +$38.7K | 0.59% | 44 |
|
|
2024
Q1 | $4.12M | Buy |
14,606
+4,177
| +40% | +$1.18M | 0.7% | 40 |
|
|
2023
Q4 | $3.09M | Buy |
10,429
+1,844
| +21% | +$547K | 0.55% | 57 |
|
|
2023
Q3 | $2.26M | Buy |
8,585
+7,537
| +719% | +$1.99M | 0.45% | 54 |
|
|
2023
Q2 | $313K | Buy |
1,048
+91
| +10% | +$27.2K | 0.08% | 74 |
|
|
2023
Q1 | $268K | Sell |
957
-95
| -9% | -$26.6K | 0.06% | 98 |
|
|
2022
Q4 | $277K | Buy |
1,052
+27
| +3% | +$7.12K | 0.07% | 86 |
|
|
2022
Q3 | $237K | Sell |
1,025
-1,140
| -53% | -$264K | 0.06% | 93 |
|
|
2022
Q2 | $535K | Buy |
+2,165
| New | +$535K | 0.14% | 71 |
|
|
2021
Q2 | – | Sell |
-5,087
| Closed | -$1.14M | – | 121 |
|
|
2021
Q1 | $1.14M | Buy |
+5,087
| New | +$1.14M | 0.34% | 61 |
|