United Asset Strategies’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
8,170
+19
| +0.2% | +$5.55K | 0.2% | 89 |
|
|
2025
Q1 | $2.55M | Sell |
8,151
-777
| -9% | -$243K | 0.24% | 84 |
|
|
2024
Q4 | $2.59M | Buy |
8,928
+81
| +0.9% | +$23.5K | 0.24% | 79 |
|
|
2024
Q3 | $2.69M | Buy |
8,847
+77
| +0.9% | +$23.4K | 0.25% | 79 |
|
|
2024
Q2 | $2.24M | Buy |
8,770
+210
| +2% | +$53.5K | 0.22% | 85 |
|
|
2024
Q1 | $2.41M | Sell |
8,560
-860
| -9% | -$242K | 0.24% | 81 |
|
|
2023
Q4 | $2.79M | Sell |
9,420
-99
| -1% | -$29.4K | 0.31% | 71 |
|
|
2023
Q3 | $2.51M | Sell |
9,519
-7,349
| -44% | -$1.94M | 0.32% | 75 |
|
|
2023
Q2 | $5.03M | Sell |
16,868
-178
| -1% | -$53.1K | 0.63% | 47 |
|
|
2023
Q1 | $4.77M | Buy |
17,046
+109
| +0.6% | +$30.5K | 0.63% | 47 |
|
|
2022
Q4 | $4.46M | Buy |
16,937
+7,103
| +72% | +$1.87M | 0.62% | 55 |
|
|
2022
Q3 | $2.27M | Sell |
9,834
-8,769
| -47% | -$2.02M | 0.35% | 69 |
|
|
2022
Q2 | $4.59M | Buy |
18,603
+186
| +1% | +$45.9K | 0.67% | 46 |
|
|
2022
Q1 | $4.55M | Buy |
18,417
+455
| +3% | +$113K | 0.58% | 53 |
|
|
2021
Q4 | $4.82M | Buy |
17,962
+226
| +1% | +$60.6K | 0.57% | 53 |
|
|
2021
Q3 | $4.28M | Buy |
17,736
+449
| +3% | +$108K | 0.55% | 52 |
|
|
2021
Q2 | $3.99M | Buy |
17,287
+1,116
| +7% | +$258K | 0.53% | 55 |
|
|
2021
Q1 | $3.62M | Buy |
16,171
+69
| +0.4% | +$15.5K | 0.53% | 58 |
|
|
2020
Q4 | $3.46M | Buy |
16,102
+554
| +4% | +$119K | 0.54% | 57 |
|
|
2020
Q3 | $3.41M | Sell |
15,548
-715
| -4% | -$157K | 0.63% | 49 |
|
|
2020
Q2 | $3M | Buy |
16,263
+4,819
| +42% | +$889K | 0.59% | 52 |
|
|
2020
Q1 | $1.89M | Buy |
11,444
+8,113
| +244% | +$1.34M | 0.47% | 56 |
|
|
2019
Q4 | $658K | Sell |
3,331
-6,484
| -66% | -$1.28M | 0.13% | 133 |
|
|
2019
Q3 | $2.11M | Buy |
9,815
+241
| +3% | +$51.7K | 0.46% | 65 |
|
|
2019
Q2 | $1.99M | Buy |
9,574
+487
| +5% | +$101K | 0.46% | 66 |
|
|
2019
Q1 | $1.73M | Buy |
9,087
+910
| +11% | +$173K | 0.41% | 67 |
|
|
2018
Q4 | $1.45M | Buy |
8,177
+1,088
| +15% | +$193K | 0.4% | 70 |
|
|
2018
Q3 | $1.19M | Buy |
7,089
+4,422
| +166% | +$740K | 0.28% | 83 |
|
|
2018
Q2 | $418K | Sell |
2,667
-125
| -4% | -$19.6K | 0.11% | 155 |
|
|
2018
Q1 | $437K | Buy |
2,792
+109
| +4% | +$17.1K | 0.13% | 136 |
|
|
2017
Q4 | $462K | Buy |
2,683
+833
| +45% | +$143K | 0.12% | 127 |
|
|
2017
Q3 | $290K | Buy |
1,850
+476
| +35% | +$74.6K | 0.16% | 106 |
|
|
2017
Q2 | $210K | Buy |
+1,374
| New | +$210K | 0.06% | 142 |
|
|
2015
Q1 | – | Sell |
-2,222
| Closed | -$208K | – | 123 |
|
|
2014
Q4 | $208K | Buy |
+2,222
| New | +$208K | 0.09% | 120 |
|
|
2014
Q3 | – | Sell |
-2,017
| Closed | -$203K | – | 136 |
|
|
2014
Q2 | $203K | Buy |
+2,017
| New | +$203K | 0.1% | 114 |
|