VFP
Verus Financial Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
1,040
+85
| +9% | +$24.9K | 0.03% | 89 |
|
|
2025
Q1 | $299K | Hold |
955
| – | – | 0.03% | 78 |
|
|
2024
Q4 | $270K | Sell |
955
-4
| -0.4% | -$1.13K | 0.03% | 82 |
|
|
2024
Q3 | $291K | Sell |
959
-146
| -13% | -$44.2K | 0.03% | 84 |
|
|
2024
Q2 | $282K | Hold |
1,105
| – | – | 0.03% | 79 |
|
|
2024
Q1 | $312K | Hold |
1,105
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $323K | Sell |
1,105
-125
| -10% | -$36.5K | 0.04% | 73 |
|
|
2023
Q3 | $305K | Hold |
1,230
| – | – | 0.04% | 76 |
|
|
2023
Q2 | $360K | Sell |
1,230
-42
| -3% | -$12.3K | 0.05% | 68 |
|
|
2023
Q1 | $376K | Sell |
1,272
-57
| -4% | -$16.8K | 0.05% | 65 |
|
|
2022
Q4 | $355K | Sell |
1,329
-456
| -26% | -$122K | 0.05% | 67 |
|
|
2022
Q3 | $445K | Sell |
1,785
-247
| -12% | -$61.6K | 0.07% | 60 |
|
|
2022
Q2 | $515K | Buy |
2,032
+67
| +3% | +$17K | 0.07% | 53 |
|
|
2022
Q1 | $490K | Sell |
1,965
-279
| -12% | -$69.6K | 0.07% | 50 |
|
|
2021
Q4 | $602K | Sell |
2,244
-50
| -2% | -$13.4K | 0.08% | 46 |
|
|
2021
Q3 | $556K | Buy |
2,294
+103
| +5% | +$25K | 0.08% | 47 |
|
|
2021
Q2 | $513K | Buy |
2,191
+16
| +0.7% | +$3.75K | 0.08% | 47 |
|
|
2021
Q1 | $506K | Hold |
2,175
| – | – | 0.08% | 46 |
|
|
2020
Q4 | $467K | Sell |
2,175
-1,414
| -39% | -$304K | 0.08% | 45 |
|
|
2020
Q3 | $788K | Buy |
3,589
+1,388
| +63% | +$305K | 0.29% | 68 |
|
|
2020
Q2 | $406K | Hold |
2,201
| – | – | 0.09% | 42 |
|
|
2020
Q1 | $364K | Sell |
2,201
-24
| -1% | -$3.97K | 0.11% | 44 |
|
|
2019
Q4 | $440K | Sell |
2,225
-16
| -0.7% | -$3.16K | 0.13% | 41 |
|
|
2019
Q3 | $481K | Buy |
2,241
+882
| +65% | +$189K | 0.16% | 33 |
|
|
2019
Q2 | $282K | Buy |
1,359
+156
| +13% | +$32.4K | 0.09% | 46 |
|
|
2019
Q1 | $228K | Buy |
+1,203
| New | +$228K | 0.08% | 47 |
|