TI
tru Independence’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
2,414
+6
| +0.2% | +$1.75K | 0.2% | 69 |
|
|
2025
Q1 | $752K | Buy |
2,408
+13
| +0.5% | +$4.06K | 0.23% | 64 |
|
|
2024
Q4 | $694K | Buy |
2,395
+17
| +0.7% | +$4.93K | 0.22% | 65 |
|
|
2024
Q3 | $724K | Buy |
2,378
+131
| +6% | +$39.9K | 0.21% | 68 |
|
|
2024
Q2 | $573K | Buy |
2,247
+44
| +2% | +$11.2K | 0.17% | 72 |
|
|
2024
Q1 | $621K | Buy |
2,203
+10
| +0.5% | +$2.82K | 0.18% | 72 |
|
|
2023
Q4 | $650K | Sell |
2,193
-27
| -1% | -$8.01K | 0.2% | 75 |
|
|
2023
Q3 | $585K | Sell |
2,220
-51
| -2% | -$13.4K | 0.2% | 77 |
|
|
2023
Q2 | $678K | Buy |
2,271
+9
| +0.4% | +$2.69K | 0.22% | 76 |
|
|
2023
Q1 | $633K | Buy |
2,262
+49
| +2% | +$13.7K | 0.2% | 79 |
|
|
2022
Q4 | $583K | Buy |
2,213
+10
| +0.5% | +$2.64K | 0.19% | 81 |
|
|
2022
Q3 | $508K | Buy |
2,203
+9
| +0.4% | +$2.08K | 0.18% | 81 |
|
|
2022
Q2 | $542K | Buy |
2,194
+466
| +27% | +$115K | 0.17% | 85 |
|
|
2022
Q1 | $427K | Buy |
1,728
+10
| +0.6% | +$2.47K | 0.12% | 108 |
|
|
2021
Q4 | $460K | Buy |
1,718
+9
| +0.5% | +$2.41K | 0.13% | 103 |
|
|
2021
Q3 | $412K | Buy |
+1,709
| New | +$412K | 0.12% | 104 |
|
|
2021
Q2 | – | Sell |
-5,324
| Closed | -$1.19M | – | 332 |
|
|
2021
Q1 | $1.19M | Buy |
5,324
+1,337
| +34% | +$300K | 0.23% | 94 |
|
|
2020
Q4 | $856 | Buy |
3,987
+392
| +11% | +$84 | ﹤0.01% | 350 |
|
|
2020
Q3 | $789K | Sell |
3,595
-5,107
| -59% | -$1.12M | 0.22% | 88 |
|
|
2020
Q2 | $1.61K | Buy |
8,702
+85
| +1% | +$16 | 0.23% | 83 |
|
|
2020
Q1 | $1.43K | Hold |
8,617
| – | – | 0.23% | 84 |
|
|
2019
Q4 | $1.43M | Buy |
+8,617
| New | +$1.43M | 0.21% | 97 |
|