Tandem Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-782
| Closed | -$227K | – | 82 |
|
|
2024
Q4 | $227K | Buy |
782
+67
| +9% | +$19.4K | 0.01% | 73 |
|
|
2024
Q3 | $218K | Buy |
+715
| New | +$218K | 0.01% | 80 |
|
|
2024
Q2 | – | Sell |
-722
| Closed | -$204K | – | 86 |
|
|
2024
Q1 | $204K | Sell |
722
-68
| -9% | -$19.2K | 0.01% | 85 |
|
|
2023
Q4 | $234K | Buy |
+790
| New | +$234K | 0.01% | 75 |
|
|
2022
Q1 | – | Sell |
-1,164
| Closed | -$312K | – | 77 |
|
|
2021
Q4 | $312K | Buy |
1,164
+215
| +23% | +$57.6K | 0.02% | 66 |
|
|
2021
Q3 | $229K | Buy |
949
+52
| +6% | +$12.5K | 0.02% | 68 |
|
|
2021
Q2 | $207K | Sell |
897
-247
| -22% | -$57K | 0.02% | 71 |
|
|
2021
Q1 | $256K | Sell |
1,144
-328
| -22% | -$73.4K | 0.02% | 62 |
|
|
2020
Q4 | $316K | Buy |
1,472
+326
| +28% | +$70K | 0.03% | 60 |
|
|
2020
Q3 | $252K | Sell |
1,146
-177
| -13% | -$38.9K | 0.03% | 61 |
|
|
2020
Q2 | $244K | Buy |
+1,323
| New | +$244K | 0.03% | 62 |
|
|
2019
Q4 | – | Sell |
-966
| Closed | -$207K | – | 69 |
|
|
2019
Q3 | $207K | Sell |
966
-199
| -17% | -$42.6K | 0.04% | 61 |
|
|
2019
Q2 | $242K | Sell |
1,165
-218
| -16% | -$45.3K | 0.05% | 57 |
|
|
2019
Q1 | $263K | Sell |
1,383
-371
| -21% | -$70.6K | 0.06% | 62 |
|
|
2018
Q4 | $311K | Buy |
+1,754
| New | +$311K | 0.08% | 54 |
|