VAG
VisionPoint Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
+1,186
| New | +$347K | 0.08% | 244 |
|
|
2025
Q1 | – | Sell |
-747
| Closed | -$219K | – | 265 |
|
|
2024
Q4 | $219K | Sell |
747
-55
| -7% | -$16.1K | 0.07% | 173 |
|
|
2024
Q3 | $244K | Hold |
802
| – | – | 0.08% | 158 |
|
|
2024
Q2 | $204K | Hold |
802
| – | – | 0.07% | 164 |
|
|
2024
Q1 | $226K | Sell |
802
-100
| -11% | -$28.2K | 0.08% | 154 |
|
|
2023
Q4 | $267K | Sell |
902
-287
| -24% | -$85.1K | 0.1% | 137 |
|
|
2023
Q3 | $313K | Buy |
1,189
+1,034
| +667% | +$272K | 0.13% | 120 |
|
|
2023
Q2 | $46.3K | Buy |
+155
| New | +$46.3K | 0.02% | 216 |
|
|
2021
Q1 | – | Sell |
-1,060
| Closed | -$227K | – | 139 |
|
|
2020
Q4 | $227K | Buy |
1,060
+6
| +0.6% | +$1.29K | 0.11% | 128 |
|
|
2020
Q3 | $231K | Sell |
1,054
-312
| -23% | -$68.4K | 0.1% | 112 |
|
|
2020
Q2 | $271K | Sell |
1,366
-691
| -34% | -$137K | 0.11% | 92 |
|
|
2020
Q1 | $340K | Sell |
2,057
-15,174
| -88% | -$2.51M | 0.16% | 70 |
|
|
2019
Q4 | $3.41M | Buy |
17,231
+1,108
| +7% | +$219K | 1.41% | 15 |
|
|
2019
Q3 | $3.41M | Buy |
16,123
+768
| +5% | +$163K | 0.94% | 12 |
|
|
2019
Q2 | $3.19M | Sell |
15,355
-998
| -6% | -$207K | 0.92% | 12 |
|
|
2019
Q1 | $3.11M | Buy |
16,353
+625
| +4% | +$119K | 0.87% | 17 |
|
|
2018
Q4 | $2.79M | Buy |
+15,728
| New | +$2.79M | 0.9% | 19 |
|