Adams Chetwood Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.35M | Sell |
5,466
-17
| -0.3% | -$4.21K | 0.77% | 25 |
|
2021
Q4 | $1.47M | Sell |
5,483
-54
| -1% | -$14.5K | 1% | 25 |
|
2021
Q3 | $1.34M | Buy |
5,537
+2
| +0% | +$482 | 0.97% | 25 |
|
2021
Q2 | $1.28M | Buy |
5,535
+3
| +0.1% | +$693 | 0.9% | 26 |
|
2021
Q1 | $1.24M | Sell |
5,532
-91
| -2% | -$20.4K | 0.95% | 23 |
|
2020
Q4 | $1.21M | Buy |
5,623
+312
| +6% | +$67K | 1% | 20 |
|
2020
Q3 | $1.17M | Buy |
5,311
+4
| +0.1% | +$878 | 1.12% | 19 |
|
2020
Q2 | $979K | Buy |
5,307
+4
| +0.1% | +$738 | 1% | 20 |
|
2020
Q1 | $961K | Sell |
5,303
-174
| -3% | -$31.5K | 1.12% | 17 |
|
2019
Q4 | $1.08M | Buy |
+5,477
| New | +$1.08M | 1.11% | 14 |
|