Aevitas 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
Q4 | $2.09M | Buy |
7,915
+232
| +3% | +$61.1K | 1.23% | 22 |
|
|
2022
Q3 | $1.77M | Sell |
7,683
-55
| -0.7% | -$12.7K | 1.33% | 20 |
|
|
2022
Q2 | $1.91M | Buy |
7,738
+12
| +0.2% | +$2.96K | 1.29% | 23 |
|
|
2022
Q1 | $1.91M | Sell |
7,726
-113
| -1% | -$28K | 1.17% | 22 |
|
|
2021
Q4 | $2.1M | Buy |
7,839
+10
| +0.1% | +$2.68K | 1.25% | 20 |
|
|
2021
Q3 | $1.89M | Buy |
7,829
+161
| +2% | +$38.8K | 1.2% | 21 |
|
|
2021
Q2 | $1.77M | Buy |
7,668
+110
| +1% | +$25.4K | 1.13% | 23 |
|
|
2021
Q1 | $1.69M | Buy |
7,558
+137
| +2% | +$30.7K | 1.18% | 24 |
|
|
2020
Q4 | $1.59M | Buy |
7,421
+11
| +0.1% | +$2.36K | 1.17% | 26 |
|
|
2020
Q3 | $1.63M | Buy |
7,410
+60
| +0.8% | +$13.2K | 1.34% | 20 |
|
|
2020
Q2 | $1.36M | Buy |
7,350
+340
| +5% | +$62.7K | 1.25% | 22 |
|
|
2020
Q1 | $1.16M | Sell |
7,010
-2,496
| -26% | -$413K | 1.3% | 20 |
|
|
2019
Q4 | $1.88M | Buy |
9,506
+473
| +5% | +$93.4K | 1.77% | 13 |
|
|
2019
Q3 | $1.94M | Sell |
9,033
-291
| -3% | -$62.5K | 1.94% | 11 |
|
|
2019
Q2 | $1.94M | Buy |
9,324
+10
| +0.1% | +$2.08K | 1.95% | 11 |
|
|
2019
Q1 | $1.77M | Buy |
9,314
+9
| +0.1% | +$1.71K | 1.57% | 13 |
|
|
2018
Q4 | $1.65M | Sell |
9,305
-40
| -0.4% | -$7.1K | 1.69% | 12 |
|
|
2018
Q3 | $1.56M | Buy |
9,345
+58
| +0.6% | +$9.7K | 1.42% | 16 |
|
|
2018
Q2 | $1.46M | Sell |
9,287
-695
| -7% | -$109K | 1.42% | 16 |
|
|
2018
Q1 | $1.56M | Buy |
9,982
+13
| +0.1% | +$2.03K | 1.56% | 13 |
|
|
2017
Q4 | $1.72M | Buy |
+9,969
| New | +$1.72M | 1.63% | 15 |
|