TIA
Traphagen Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,490
+2
| +0.1% | +$584 | 0.04% | 127 |
|
|
2025
Q1 | $465K | Buy |
1,488
+161
| +12% | +$50.3K | 0.05% | 116 |
|
|
2024
Q4 | $385K | Sell |
1,327
-379
| -22% | -$110K | 0.04% | 124 |
|
|
2024
Q3 | $520K | Buy |
1,706
+253
| +17% | +$77.1K | 0.05% | 106 |
|
|
2024
Q2 | $370K | Buy |
1,453
+156
| +12% | +$39.8K | 0.04% | 116 |
|
|
2024
Q1 | $366K | Sell |
1,297
-3
| -0.2% | -$846 | 0.04% | 119 |
|
|
2023
Q4 | $385K | Buy |
1,300
+1
| +0.1% | +$296 | 0.05% | 115 |
|
|
2023
Q3 | $342K | Buy |
1,299
+1
| +0.1% | +$263 | 0.04% | 107 |
|
|
2023
Q2 | $387K | Buy |
1,298
+158
| +14% | +$47.2K | 0.05% | 105 |
|
|
2023
Q1 | $319K | Buy |
1,140
+24
| +2% | +$6.71K | 0.05% | 118 |
|
|
2022
Q4 | $294K | Sell |
1,116
-128
| -10% | -$33.7K | 0.05% | 116 |
|
|
2022
Q3 | $287K | Hold |
1,244
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $307K | Sell |
1,244
-71
| -5% | -$17.5K | 0.06% | 103 |
|
|
2022
Q1 | $325K | Buy |
1,315
+1
| +0.1% | +$247 | 0.05% | 99 |
|
|
2021
Q4 | $352K | Buy |
1,314
+272
| +26% | +$72.9K | 0.06% | 98 |
|
|
2021
Q3 | $251K | Buy |
1,042
+1
| +0.1% | +$241 | 0.05% | 117 |
|
|
2021
Q2 | $241K | Hold |
1,041
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $233K | Sell |
1,041
-25
| -2% | -$5.6K | 0.04% | 122 |
|
|
2020
Q4 | $229K | Buy |
1,066
+25
| +2% | +$5.36K | 0.04% | 119 |
|
|
2020
Q3 | $228K | Sell |
1,041
-56
| -5% | -$12.3K | 0.05% | 110 |
|
|
2020
Q2 | $202K | Buy |
+1,097
| New | +$202K | 0.05% | 120 |
|
|
2020
Q1 | – | Sell |
-1,097
| Closed | -$217K | – | 124 |
|
|
2019
Q4 | $217K | Buy |
+1,097
| New | +$217K | 0.05% | 111 |
|