West Family Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
6,359
+1,473
| +30% | +$430K | 0.48% | 31 |
|
|
2025
Q1 | $1.53M | Buy |
4,886
+10
| +0.2% | +$3.12K | 0.57% | 31 |
|
|
2024
Q4 | $1.41M | Buy |
4,876
+79
| +2% | +$22.9K | 0.49% | 40 |
|
|
2024
Q3 | $1.46M | Buy |
4,797
+117
| +3% | +$35.6K | 0.5% | 39 |
|
|
2024
Q2 | $1.19M | Sell |
4,680
-101
| -2% | -$25.7K | 0.36% | 56 |
|
|
2024
Q1 | $1.35M | Buy |
4,781
+32
| +0.7% | +$9.02K | 0.42% | 50 |
|
|
2023
Q4 | $1.41M | Buy |
4,749
+47
| +1% | +$13.9K | 0.48% | 45 |
|
|
2023
Q3 | $1.24M | Sell |
4,702
-28
| -0.6% | -$7.38K | 0.43% | 51 |
|
|
2023
Q2 | $1.41M | Buy |
4,730
+34
| +0.7% | +$10.1K | 0.55% | 38 |
|
|
2023
Q1 | $1.31M | Buy |
4,696
+30
| +0.6% | +$8.39K | 0.52% | 46 |
|
|
2022
Q4 | $1.23M | Sell |
4,666
-135
| -3% | -$35.6K | 0.42% | 47 |
|
|
2022
Q3 | $1.11M | Buy |
4,801
+65
| +1% | +$15K | 0.46% | 46 |
|
|
2022
Q2 | $1.17M | Sell |
4,736
-446
| -9% | -$110K | 0.46% | 42 |
|
|
2022
Q1 | $1.28M | Buy |
5,182
+22
| +0.4% | +$5.44K | 0.36% | 48 |
|
|
2021
Q4 | $1.38M | Sell |
5,160
-488
| -9% | -$131K | 0.38% | 46 |
|
|
2021
Q3 | $1.36M | Buy |
5,648
+275
| +5% | +$66.3K | 0.35% | 47 |
|
|
2021
Q2 | $1.24M | Buy |
+5,373
| New | +$1.24M | 0.34% | 42 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 97 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 98 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 103 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 107 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 111 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 108 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 105 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 105 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 106 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 103 |
|