ACM
Alethea Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,457
| Closed | -$444K | – | 45 |
|
|
2024
Q3 | $444K | Sell |
1,457
-371
| -20% | -$113K | 0.32% | 9 |
|
|
2024
Q2 | $466K | Buy |
+1,828
| New | +$466K | 0.35% | 15 |
|
|
2021
Q2 | – | Sell |
-3,371
| Closed | -$756K | – | 96 |
|
|
2021
Q1 | $756K | Buy |
+3,371
| New | +$756K | 0.46% | 33 |
|
|
2020
Q1 | – | Sell |
-4,207
| Closed | -$831K | – | 97 |
|
|
2019
Q4 | $831K | Buy |
+4,207
| New | +$831K | 0.36% | 24 |
|
|
2018
Q4 | – | Sell |
-3,162
| Closed | -$529K | – | 78 |
|
|
2018
Q3 | $529K | Buy |
+3,162
| New | +$529K | 0.79% | 41 |
|
|
2018
Q1 | – | Sell |
-6,728
| Closed | -$1.16M | – | 98 |
|
|
2017
Q4 | $1.16M | Buy |
+6,728
| New | +$1.16M | 1.84% | 12 |
|
|
2017
Q3 | – | Sell |
-19,213
| Closed | -$2.94M | – | 91 |
|
|
2017
Q2 | $2.94M | Buy |
+19,213
| New | +$2.94M | 3.34% | 2 |
|
|
2016
Q4 | – | Sell |
-17,105
| Closed | -$1.97M | – | 79 |
|
|
2016
Q3 | $1.97M | Buy |
+17,105
| New | +$1.97M | 2.74% | 11 |
|
|
2015
Q4 | – | Sell |
-11,788
| Closed | -$1.16M | – | 81 |
|
|
2015
Q3 | $1.16M | Buy |
11,788
+7,076
| +150% | +$697K | 1.76% | 18 |
|
|
2015
Q2 | $448K | Buy |
+4,712
| New | +$448K | 0.69% | 37 |
|