UFF
USA Financial Formulas’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-829
| Closed | -$234K | – | 356 |
|
|
2024
Q1 | $234K | Sell |
829
-643
| -44% | -$181K | 0.04% | 177 |
|
|
2023
Q4 | $436K | Buy |
1,472
+1,466
| +24,433% | +$435K | 0.08% | 93 |
|
|
2023
Q3 | $1.58K | Hold |
6
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $1.79K | Hold |
6
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $1.68K | Buy |
+6
| New | +$1.68K | ﹤0.01% | 240 |
|
|
2022
Q2 | – | Sell |
-18
| Closed | -$4K | – | 396 |
|
|
2022
Q1 | $4K | Hold |
18
| – | – | ﹤0.01% | 191 |
|
|
2021
Q4 | $5K | Sell |
18
-53
| -75% | -$14.7K | ﹤0.01% | 220 |
|
|
2021
Q3 | $17K | Buy |
71
+65
| +1,083% | +$15.6K | 0.02% | 227 |
|
|
2021
Q2 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 355 |
|
|
2021
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $2K | Sell |
7
-12
| -63% | -$3.43K | ﹤0.01% | 235 |
|
|
2020
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 185 |
|
|
2020
Q2 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 103 |
|
|
2018
Q1 | – | Sell |
-35,227
| Closed | -$6.06M | – | 365 |
|
|
2017
Q4 | $6.06M | Sell |
35,227
-13,797
| -28% | -$2.37M | 1.44% | 14 |
|
|
2017
Q3 | $7.68M | Buy |
49,024
+5,383
| +12% | +$843K | 1.83% | 5 |
|
|
2017
Q2 | $6.68M | Buy |
+43,641
| New | +$6.68M | 1.61% | 10 |
|
|
2016
Q3 | – | Sell |
-113,872
| Closed | -$13.7M | – | 274 |
|
|
2016
Q2 | $13.7M | Sell |
113,872
-26,682
| -19% | -$3.21M | 3.76% | 5 |
|
|
2016
Q1 | $17.7M | Buy |
140,554
+2,159
| +2% | +$271K | 5.62% | 3 |
|
|
2015
Q4 | $16.4M | Buy |
+138,395
| New | +$16.4M | 6.61% | 2 |
|