Ahrens Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $528K | Buy |
1,889
+8
| +0.4% | +$2.24K | 0.26% | 70 |
|
|
2022
Q4 | $496K | Sell |
1,881
-48
| -2% | -$12.6K | 0.23% | 83 |
|
|
2022
Q3 | $445K | Sell |
1,929
-381
| -16% | -$87.9K | 0.23% | 77 |
|
|
2022
Q2 | $570K | Buy |
2,310
+1
| +0% | +$247 | 0.25% | 76 |
|
|
2022
Q1 | $571K | Buy |
2,309
+150
| +7% | +$37.1K | 0.18% | 92 |
|
|
2021
Q4 | $579K | Sell |
2,159
-99
| -4% | -$26.6K | 0.26% | 84 |
|
|
2021
Q3 | $545K | Buy |
2,258
+40
| +2% | +$9.66K | 0.26% | 98 |
|
|
2021
Q2 | $512K | Hold |
2,218
| – | – | 0.24% | 114 |
|
|
2021
Q1 | $497K | Sell |
2,218
-49
| -2% | -$11K | 0.25% | 108 |
|
|
2020
Q4 | $487K | Buy |
2,267
+56
| +3% | +$12K | 0.26% | 91 |
|
|
2020
Q3 | $485K | Sell |
2,211
-91
| -4% | -$20K | 0.32% | 72 |
|
|
2020
Q2 | $425K | Sell |
2,302
-2,658
| -54% | -$491K | 0.26% | 82 |
|
|
2020
Q1 | $820K | Buy |
4,960
+1,369
| +38% | +$226K | 0.59% | 42 |
|
|
2019
Q4 | $710K | Buy |
3,591
+1,968
| +121% | +$389K | 0.3% | 65 |
|
|
2019
Q3 | $348K | Buy |
1,623
+100
| +7% | +$21.4K | 0.15% | 97 |
|
|
2019
Q2 | $316K | Hold |
1,523
| – | – | 0.14% | 108 |
|
|
2019
Q1 | $289K | Hold |
1,523
| – | – | 0.13% | 111 |
|
|
2018
Q4 | $270K | Hold |
1,523
| – | – | 0.13% | 121 |
|
|
2018
Q3 | $255K | Buy |
1,523
+15
| +1% | +$2.51K | 0.1% | 134 |
|
|
2018
Q2 | $236K | Sell |
1,508
-35
| -2% | -$5.48K | 0.1% | 130 |
|
|
2018
Q1 | $241K | Sell |
1,543
-86
| -5% | -$13.4K | 0.1% | 118 |
|
|
2017
Q4 | $280K | Hold |
1,629
| – | – | 0.11% | 114 |
|
|
2017
Q3 | $255K | Sell |
1,629
-86
| -5% | -$13.5K | 0.11% | 117 |
|
|
2017
Q2 | $263K | Sell |
1,715
-7
| -0.4% | -$1.07K | 0.11% | 107 |
|
|
2017
Q1 | $223K | Hold |
1,722
| – | – | 0.11% | 115 |
|
|
2016
Q4 | $210K | Buy |
+1,722
| New | +$210K | 0.11% | 120 |
|