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