TPA
Trivium Point Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Sell |
16,592
-800
| -5% | -$234K | 0.53% | 50 |
|
|
2025
Q1 | $5.43M | Sell |
17,392
-958
| -5% | -$299K | 0.67% | 42 |
|
|
2024
Q4 | $5.32M | Buy |
18,350
+553
| +3% | +$160K | 0.67% | 36 |
|
|
2024
Q3 | $5.29M | Sell |
17,797
-488
| -3% | -$145K | 0.74% | 34 |
|
|
2024
Q2 | $4.66M | Buy |
18,285
+1,567
| +9% | +$399K | 0.69% | 38 |
|
|
2024
Q1 | $4.71M | Buy |
16,718
+357
| +2% | +$101K | 1.01% | 25 |
|
|
2023
Q4 | $4.85M | Buy |
16,361
+229
| +1% | +$67.9K | 1.18% | 22 |
|
|
2023
Q3 | $4.11M | Sell |
16,132
-143
| -0.9% | -$36.4K | 1.13% | 22 |
|
|
2023
Q2 | $4.86M | Sell |
16,275
-204
| -1% | -$60.9K | 1.31% | 16 |
|
|
2023
Q1 | $4.61M | Buy |
16,479
+484
| +3% | +$135K | 1.25% | 18 |
|
|
2022
Q4 | $4.31M | Buy |
15,995
+289
| +2% | +$77.9K | 1.26% | 19 |
|
|
2022
Q3 | $3.69M | Buy |
15,706
+29
| +0.2% | +$6.81K | 1.14% | 21 |
|
|
2022
Q2 | $3.97M | Sell |
15,677
-4
| -0% | -$1.01K | 1.19% | 19 |
|
|
2022
Q1 | $3.94M | Buy |
15,681
+911
| +6% | +$229K | 0.88% | 30 |
|
|
2021
Q4 | $3.96M | Buy |
14,770
+223
| +2% | +$59.8K | 0.83% | 36 |
|
|
2021
Q3 | $3.61M | Buy |
14,547
+303
| +2% | +$75.2K | 0.86% | 31 |
|
|
2021
Q2 | $3.29M | Buy |
14,244
+1,108
| +8% | +$256K | 0.82% | 31 |
|
|
2021
Q1 | $2.94M | Buy |
13,136
+532
| +4% | +$119K | 0.8% | 29 |
|
|
2020
Q4 | $2.67M | Buy |
12,604
+724
| +6% | +$153K | 0.77% | 29 |
|
|
2020
Q3 | $2.61M | Buy |
11,880
+2,128
| +22% | +$467K | 0.92% | 26 |
|
|
2020
Q2 | $1.84M | Buy |
9,752
+1,437
| +17% | +$271K | 0.73% | 45 |
|
|
2020
Q1 | $1.48M | Sell |
8,315
-1,072
| -11% | -$190K | 0.76% | 48 |
|
|
2019
Q4 | $1.86M | Buy |
9,387
+125
| +1% | +$24.7K | 0.72% | 49 |
|
|
2019
Q3 | $1.97M | Sell |
9,262
-432
| -4% | -$91.9K | 0.9% | 40 |
|
|
2019
Q2 | $2.01M | Sell |
9,694
-697
| -7% | -$145K | 0.9% | 35 |
|
|
2019
Q1 | $1.97M | Buy |
10,391
+98
| +1% | +$18.6K | 0.92% | 32 |
|
|
2018
Q4 | $1.83M | Buy |
+10,293
| New | +$1.83M | 1.11% | 29 |
|