VA
Valmark Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
16,808
+440
| +3% | +$129K | 0.07% | 114 |
|
|
2025
Q1 | $5.11M | Sell |
16,368
-70
| -0.4% | -$21.9K | 0.08% | 105 |
|
|
2024
Q4 | $4.77M | Buy |
16,438
+619
| +4% | +$179K | 0.07% | 110 |
|
|
2024
Q3 | $4.82M | Buy |
15,819
+428
| +3% | +$130K | 0.08% | 103 |
|
|
2024
Q2 | $3.92M | Buy |
15,391
+374
| +2% | +$95.3K | 0.07% | 112 |
|
|
2024
Q1 | $4.23M | Buy |
15,017
+349
| +2% | +$98.4K | 0.07% | 104 |
|
|
2023
Q4 | $4.35M | Buy |
14,668
+211
| +1% | +$62.6K | 0.08% | 95 |
|
|
2023
Q3 | $3.81M | Buy |
14,457
+466
| +3% | +$123K | 0.08% | 95 |
|
|
2023
Q2 | $4.18M | Sell |
13,991
-328
| -2% | -$97.9K | 0.08% | 88 |
|
|
2023
Q1 | $4M | Sell |
14,319
-285
| -2% | -$79.7K | 0.09% | 83 |
|
|
2022
Q4 | $3.85M | Sell |
14,604
-293
| -2% | -$77.2K | 0.09% | 83 |
|
|
2022
Q3 | $3.44M | Buy |
14,897
+6
| +0% | +$1.38K | 0.07% | 81 |
|
|
2022
Q2 | $3.68M | Buy |
14,891
+640
| +4% | +$158K | 0.07% | 81 |
|
|
2022
Q1 | $3.52M | Buy |
14,251
+452
| +3% | +$112K | 0.06% | 86 |
|
|
2021
Q4 | $3.7M | Sell |
13,799
-530
| -4% | -$142K | 0.06% | 84 |
|
|
2021
Q3 | $3.46M | Sell |
14,329
-60
| -0.4% | -$14.5K | 0.06% | 82 |
|
|
2021
Q2 | $3.32M | Buy |
14,389
+816
| +6% | +$189K | 0.06% | 85 |
|
|
2021
Q1 | $3.04M | Buy |
13,573
+1,348
| +11% | +$302K | 0.06% | 84 |
|
|
2020
Q4 | $2.62M | Buy |
12,225
+6,414
| +110% | +$1.38M | 0.05% | 83 |
|
|
2020
Q3 | $1.28M | Buy |
5,811
+222
| +4% | +$48.7K | 0.03% | 115 |
|
|
2020
Q2 | $1.03M | Buy |
5,589
+78
| +1% | +$14.4K | 0.02% | 113 |
|
|
2020
Q1 | $911K | Buy |
5,511
+403
| +8% | +$66.6K | 0.02% | 102 |
|
|
2019
Q4 | $1.01M | Sell |
5,108
-660
| -11% | -$130K | 0.02% | 98 |
|
|
2019
Q3 | $1.24M | Buy |
5,768
+269
| +5% | +$57.7K | 0.03% | 87 |
|
|
2019
Q2 | $1.14M | Buy |
5,499
+65
| +1% | +$13.5K | 0.03% | 91 |
|
|
2019
Q1 | $1.03M | Hold |
5,434
| – | – | 0.02% | 95 |
|
|
2018
Q4 | $965K | Sell |
5,434
-100
| -2% | -$17.8K | 0.02% | 89 |
|
|
2018
Q3 | $926K | Sell |
5,534
-110
| -2% | -$18.4K | 0.02% | 92 |
|
|
2018
Q2 | $884K | Sell |
5,644
-131
| -2% | -$20.5K | 0.02% | 86 |
|
|
2018
Q1 | $903K | Sell |
5,775
-272
| -4% | -$42.5K | 0.02% | 83 |
|
|
2017
Q4 | $1.04M | Buy |
6,047
+3,553
| +142% | +$612K | 0.02% | 78 |
|
|
2017
Q3 | $391K | Buy |
2,494
+113
| +5% | +$17.7K | 0.01% | 56 |
|
|
2017
Q2 | $365K | Buy |
2,381
+8
| +0.3% | +$1.23K | 0.01% | 57 |
|
|
2017
Q1 | $308K | Sell |
2,373
-100
| -4% | -$13K | 0.01% | 58 |
|
|
2016
Q4 | $301K | Buy |
2,473
+100
| +4% | +$12.2K | 0.01% | 61 |
|
|
2016
Q3 | $274K | Sell |
2,373
-72
| -3% | -$8.31K | 0.01% | 67 |
|
|
2016
Q2 | $294K | Hold |
2,445
| – | – | 0.01% | 57 |
|
|
2016
Q1 | $307K | Hold |
2,445
| – | – | 0.01% | 55 |
|
|
2015
Q4 | $289K | Hold |
2,445
| – | – | 0.01% | 57 |
|
|
2015
Q3 | $241K | Sell |
2,445
-61
| -2% | -$6.01K | 0.01% | 54 |
|
|
2015
Q2 | $238K | Hold |
2,506
| – | – | 0.01% | 56 |
|
|
2015
Q1 | $244K | Buy |
+2,506
| New | +$244K | 0.01% | 55 |
|