TA
TFB Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
2,321
+356
| +18% | +$104K | 0.18% | 136 |
|
|
2025
Q1 | $614K | Buy |
1,965
+45
| +2% | +$14.1K | 0.18% | 136 |
|
|
2024
Q4 | $557K | Buy |
1,920
+57
| +3% | +$16.5K | 0.16% | 143 |
|
|
2024
Q3 | $567K | Buy |
1,863
+64
| +4% | +$19.5K | 0.17% | 136 |
|
|
2024
Q2 | $458K | Buy |
1,799
+217
| +14% | +$55.3K | 0.15% | 158 |
|
|
2024
Q1 | $434K | Buy |
1,582
+710
| +81% | +$195K | 0.16% | 149 |
|
|
2023
Q4 | $259K | Buy |
+872
| New | +$259K | 0.13% | 138 |
|
|
2023
Q3 | – | Sell |
-1,469
| Closed | -$438K | – | 178 |
|
|
2023
Q2 | $438K | Sell |
1,469
-37
| -2% | -$11K | 0.19% | 124 |
|
|
2023
Q1 | $421K | Buy |
1,506
+42
| +3% | +$11.7K | 0.32% | 60 |
|
|
2022
Q4 | $386K | Buy |
+1,464
| New | +$386K | 0.32% | 62 |
|