Westside Investment Management’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 | $329K | Buy |
1,123
+125
| +13% | +$36.6K | 0.06% | 203 |
|
|
2025
Q1 | $312K | Hold |
998
| – | – | 0.07% | 192 |
|
|
2024
Q4 | $289K | Buy |
998
+380
| +61% | +$110K | 0.06% | 191 |
|
|
2024
Q3 | $187K | Sell |
618
-19
| -3% | -$5.75K | 0.04% | 247 |
|
|
2024
Q2 | $162K | Buy |
637
+23
| +4% | +$5.86K | 0.04% | 250 |
|
|
2024
Q1 | $173K | Hold |
614
| – | – | 0.04% | 244 |
|
|
2023
Q4 | $182K | Hold |
614
| – | – | 0.05% | 219 |
|
|
2023
Q3 | $162K | Hold |
614
| – | – | 0.05% | 222 |
|
|
2023
Q2 | $183K | Hold |
614
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $172K | Hold |
614
| – | – | 0.05% | 222 |
|
|
2022
Q4 | $161 | Hold |
614
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $141 | Buy |
614
+224
| +57% | +$51 | ﹤0.01% | 336 |
|
|
2022
Q2 | $96 | Hold |
390
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $96 | Hold |
390
| – | – | ﹤0.01% | 365 |
|
|
2021
Q4 | $104 | Hold |
390
| – | – | ﹤0.01% | 348 |
|
|
2021
Q3 | $94 | Buy |
390
+19
| +5% | +$5 | ﹤0.01% | 347 |
|
|
2021
Q2 | $85 | Buy |
371
+47
| +15% | +$11 | ﹤0.01% | 349 |
|
|
2021
Q1 | $72 | Sell |
324
-100
| -24% | -$22 | ﹤0.01% | 349 |
|
|
2020
Q4 | $21.5K | Hold |
424
| – | – | 0.06% | 130 |
|
|
2020
Q3 | $22K | Hold |
424
| – | – | 0.01% | 123 |
|
|
2020
Q2 | $18.5K | Hold |
424
| – | – | 0.01% | 114 |
|
|
2020
Q1 | $16.6K | Buy |
+424
| New | +$16.6K | 0.01% | 127 |
|
|
2019
Q2 | $34 | Buy |
+164
| New | +$34 | ﹤0.01% | 357 |
|
|
2018
Q4 | $66.6K | Sell |
375
-100
| -21% | -$17.8K | 0.02% | 258 |
|
|
2018
Q3 | $75.8K | Buy |
475
+200
| +73% | +$31.9K | 0.02% | 228 |
|
|
2018
Q2 | $43.1K | Hold |
275
| – | – | 0.02% | 311 |
|
|
2018
Q1 | $43.4K | Sell |
275
-100
| -27% | -$15.8K | 0.02% | 295 |
|
|
2017
Q4 | $65.2K | Sell |
375
-15
| -4% | -$2.61K | 0.04% | 254 |
|
|
2017
Q3 | $62.4K | Hold |
390
| – | – | 0.04% | 253 |
|
|
2017
Q2 | $60.7K | Hold |
390
| – | – | 0.04% | 248 |
|
|
2017
Q1 | $50.9K | Buy |
390
+150
| +63% | +$19.6K | 0.02% | 259 |
|
|
2016
Q4 | $29K | Buy |
+240
| New | +$29K | 0.02% | 236 |
|