TAM
Tucker Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $642K | Sell |
2,214
-387
| -15% | -$112K | 0.07% | 40 |
|
|
2024
Q3 | $792K | Sell |
2,601
-11
| -0.4% | -$3.35K | 0.18% | 35 |
|
|
2024
Q2 | $666K | Sell |
2,612
-36
| -1% | -$9.17K | 0.15% | 40 |
|
|
2024
Q1 | $747K | Sell |
2,648
-263
| -9% | -$74.2K | 0.17% | 37 |
|
|
2023
Q4 | $863K | Buy |
2,911
+45
| +2% | +$13.3K | 0.22% | 33 |
|
|
2023
Q3 | $755K | Buy |
2,866
+793
| +38% | +$209K | 0.2% | 35 |
|
|
2023
Q2 | $619K | Buy |
2,073
+951
| +85% | +$284K | 0.18% | 31 |
|
|
2023
Q1 | $314K | Buy |
1,122
+315
| +39% | +$88.1K | 0.09% | 55 |
|
|
2022
Q4 | $215K | Buy |
807
+154
| +24% | +$41K | 0.07% | 48 |
|
|
2022
Q3 | $178K | Buy |
653
+154
| +31% | +$42K | 0.06% | 44 |
|
|
2022
Q2 | $123K | Buy |
499
+4
| +0.8% | +$988 | 0.04% | 36 |
|
|
2022
Q1 | $122K | Buy |
495
+1
| +0.2% | +$247 | 0.04% | 35 |
|
|
2021
Q4 | $132K | Buy |
494
+83
| +20% | +$22.2K | 0.04% | 36 |
|
|
2021
Q3 | $101K | Sell |
411
-31
| -7% | -$7.61K | 0.04% | 41 |
|
|
2021
Q2 | $102K | Buy |
442
+134
| +44% | +$31K | 0.05% | 32 |
|
|
2021
Q1 | $69K | Buy |
308
+128
| +71% | +$28.7K | 0.04% | 55 |
|
|
2020
Q4 | $38.6K | Buy |
+180
| New | +$38.6K | 0.02% | 75 |
|