ACG Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $832K | Sell |
3,606
-773
| -18% | -$178K | 0.19% | 122 |
|
|
2022
Q2 | $1.08M | Sell |
4,379
-2,010
| -31% | -$495K | 0.22% | 110 |
|
|
2022
Q1 | $1.58M | Sell |
6,389
-8,326
| -57% | -$2.06M | 0.3% | 92 |
|
|
2021
Q4 | $3.95M | Sell |
14,715
-5,899
| -29% | -$1.58M | 0.56% | 50 |
|
|
2021
Q3 | $4.97M | Sell |
20,614
-882
| -4% | -$213K | 0.65% | 48 |
|
|
2021
Q2 | $4.97M | Sell |
21,496
-113
| -0.5% | -$26.1K | 0.63% | 49 |
|
|
2021
Q1 | $4.84M | Sell |
21,609
-288
| -1% | -$64.5K | 0.64% | 51 |
|
|
2020
Q4 | $4.7M | Sell |
21,897
-194
| -0.9% | -$41.6K | 0.65% | 49 |
|
|
2020
Q3 | $4.85M | Buy |
22,091
+75
| +0.3% | +$16.5K | 0.73% | 37 |
|
|
2020
Q2 | $4.06M | Sell |
22,016
-171
| -0.8% | -$31.5K | 0.66% | 50 |
|
|
2020
Q1 | $3.67M | Sell |
22,187
-2,713
| -11% | -$449K | 0.68% | 39 |
|
|
2019
Q4 | $4.92M | Sell |
24,900
-1,232
| -5% | -$243K | 0.73% | 36 |
|
|
2019
Q3 | $5.61M | Sell |
26,132
-1,914
| -7% | -$411K | 0.83% | 28 |
|
|
2019
Q2 | $5.82M | Sell |
28,046
-47
| -0.2% | -$9.76K | 0.78% | 31 |
|
|
2019
Q1 | $5.34M | Sell |
28,093
-2,599
| -8% | -$494K | 0.71% | 36 |
|
|
2018
Q4 | $5.45M | Buy |
30,692
+67
| +0.2% | +$11.9K | 0.84% | 27 |
|
|
2018
Q3 | $5.12M | Buy |
30,625
+40
| +0.1% | +$6.69K | 0.68% | 32 |
|
|
2018
Q2 | $4.79M | Buy |
30,585
+1,723
| +6% | +$270K | 0.73% | 34 |
|
|
2018
Q1 | $4.51M | Buy |
28,862
+3,205
| +12% | +$501K | 0.68% | 39 |
|
|
2017
Q4 | $4.42M | Buy |
25,657
+838
| +3% | +$144K | 0.65% | 42 |
|
|
2017
Q3 | $3.89M | Sell |
24,819
-1,730
| -7% | -$271K | 0.68% | 39 |
|
|
2017
Q2 | $4.07M | Buy |
26,549
+505
| +2% | +$77.3K | 0.67% | 37 |
|
|
2017
Q1 | $3.38M | Sell |
26,044
-1,637
| -6% | -$212K | 0.62% | 47 |
|
|
2016
Q4 | $3.37M | Sell |
27,681
-3,077
| -10% | -$374K | 0.71% | 36 |
|
|
2016
Q3 | $3.55M | Sell |
30,758
-30,164
| -50% | -$3.48M | 0.75% | 32 |
|
|
2016
Q2 | $7.33M | Sell |
60,922
-921
| -1% | -$111K | 1.63% | 7 |
|
|
2016
Q1 | $7.77M | Sell |
61,843
-402
| -0.6% | -$50.5K | 1.75% | 7 |
|
|
2015
Q4 | $7.35M | Buy |
62,245
+3,172
| +5% | +$375K | 1.64% | 9 |
|
|
2015
Q3 | $5.82M | Buy |
59,073
+33,821
| +134% | +$3.33M | 1.56% | 10 |
|
|
2015
Q2 | $2.4M | Sell |
25,252
-892
| -3% | -$84.8K | 0.6% | 50 |
|
|
2015
Q1 | $2.55M | Buy |
26,144
+220
| +0.8% | +$21.4K | 0.67% | 46 |
|
|
2014
Q4 | $2.43M | Sell |
25,924
-158
| -0.6% | -$14.8K | 0.66% | 45 |
|
|
2014
Q3 | $2.47M | Sell |
26,082
-19,837
| -43% | -$1.88M | 0.7% | 43 |
|
|
2014
Q2 | $4.63M | Buy |
45,919
+20,258
| +79% | +$2.04M | 0.87% | 38 |
|
|
2014
Q1 | $2.52M | Sell |
25,661
-7,205
| -22% | -$706K | 0.75% | 37 |
|
|
2013
Q4 | $3.19M | Buy |
32,866
+7,373
| +29% | +$715K | 0.82% | 35 |
|
|
2013
Q3 | $2.45M | Sell |
25,493
-2,173
| -8% | -$209K | 1.01% | 30 |
|
|
2013
Q2 | $2.74M | Buy |
+27,666
| New | +$2.74M | 1.07% | 23 |
|