Syverson Strege & Co’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 | $373K | Buy |
+1,275
| New | +$373K | 0.09% | 94 |
|
|
2023
Q2 | – | Sell |
-457
| Closed | -$128K | – | 392 |
|
|
2023
Q1 | $128K | Buy |
457
+6
| +1% | +$1.68K | 0.05% | 78 |
|
|
2022
Q4 | $119K | Hold |
451
| – | – | 0.05% | 84 |
|
|
2022
Q3 | $104K | Sell |
451
-66
| -13% | -$15.2K | 0.05% | 89 |
|
|
2022
Q2 | $128K | Buy |
517
+32
| +7% | +$7.92K | 0.05% | 83 |
|
|
2022
Q1 | $120K | Buy |
485
+34
| +8% | +$8.41K | 0.13% | 85 |
|
|
2021
Q4 | $121K | Sell |
451
-68
| -13% | -$18.2K | 0.09% | 89 |
|
|
2021
Q3 | $125K | Sell |
519
-6
| -1% | -$1.45K | 0.1% | 88 |
|
|
2021
Q2 | $121K | Sell |
525
-111
| -17% | -$25.6K | 0.11% | 85 |
|
|
2021
Q1 | $143K | Buy |
636
+3
| +0.5% | +$675 | 0.15% | 71 |
|
|
2020
Q4 | $136K | Buy |
+633
| New | +$136K | 0.13% | 71 |
|