Valmark Advisers’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91M | Buy |
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|
2025
Q1 | $5.11M | Sell |
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|
2024
Q4 | $4.77M | Buy |
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|
2024
Q3 | $4.82M | Buy |
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|
2024
Q2 | $3.92M | Buy |
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|
2024
Q1 | $4.23M | Buy |
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|
2023
Q4 | $4.35M | Buy |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $4.18M | Sell |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $3.44M | Buy |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $3.52M | Buy |
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|
2021
Q4 | $3.7M | Sell |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $3.32M | Buy |
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|
2021
Q1 | $3.04M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $911K | Buy |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $1.03M | Hold |
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|
2018
Q4 | $965K | Sell |
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|
2018
Q3 | $926K | Sell |
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|
2018
Q2 | $884K | Sell |
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|
2018
Q1 | $903K | Sell |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $391K | Buy |
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|
2017
Q2 | $365K | Buy |
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|
2017
Q1 | $308K | Sell |
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|
2016
Q4 | $301K | Buy |
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|
2016
Q3 | $274K | Sell |
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|
2016
Q2 | $294K | Hold |
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|
2016
Q1 | $307K | Hold |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $238K | Hold |
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|
2015
Q1 | $244K | Buy |
|