TRIA
Trail Ridge Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,246
+25
| +2% | +$7.5K | 0.18% | 78 |
|
|
2025
Q1 | $381K | Sell |
1,221
-231
| -16% | -$72.2K | 0.2% | 76 |
|
|
2024
Q4 | $421K | Buy |
1,452
+19
| +1% | +$5.51K | 0.2% | 80 |
|
|
2024
Q3 | $428K | Buy |
1,433
+2
| +0.1% | +$597 | 0.2% | 78 |
|
|
2024
Q2 | $365K | Buy |
1,431
+80
| +6% | +$20.4K | 0.19% | 82 |
|
|
2024
Q1 | $381K | Buy |
1,351
+26
| +2% | +$7.33K | 0.22% | 80 |
|
|
2023
Q4 | $393K | Sell |
1,325
-27
| -2% | -$8.01K | 0.24% | 79 |
|
|
2023
Q3 | $356K | Sell |
1,352
-487
| -26% | -$128K | 0.24% | 79 |
|
|
2023
Q2 | $549K | Buy |
1,839
+14
| +0.8% | +$4.18K | 0.34% | 65 |
|
|
2023
Q1 | $510K | Buy |
1,825
+587
| +47% | +$164K | 0.33% | 71 |
|
|
2022
Q4 | $326K | Hold |
1,238
| – | – | 0.22% | 94 |
|
|
2022
Q3 | $336K | Sell |
1,238
-300
| -20% | -$81.4K | 0.22% | 102 |
|
|
2022
Q2 | $380K | Sell |
1,538
-570
| -27% | -$141K | 0.26% | 99 |
|
|
2022
Q1 | $521K | Sell |
2,108
-6
| -0.3% | -$1.48K | 0.32% | 86 |
|
|
2021
Q4 | $567K | Buy |
+2,114
| New | +$567K | 0.34% | 79 |
|