AWM
Altavista Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.87M | Buy |
29,370
+681
| +2% | +$183K | 1.59% | 19 |
|
|
2021
Q3 | $6.92M | Sell |
28,689
-635
| -2% | -$153K | 1.54% | 21 |
|
|
2021
Q2 | $6.77M | Buy |
29,324
+908
| +3% | +$210K | 1.48% | 21 |
|
|
2021
Q1 | $6.37M | Sell |
28,416
-29
| -0.1% | -$6.5K | 1.55% | 21 |
|
|
2020
Q4 | $6.1M | Sell |
28,445
-324
| -1% | -$69.5K | 1.55% | 21 |
|
|
2020
Q3 | $6.31M | Sell |
28,769
-474
| -2% | -$104K | 1.74% | 17 |
|
|
2020
Q2 | $5.39M | Buy |
29,243
+822
| +3% | +$152K | 1.56% | 20 |
|
|
2020
Q1 | $4.7M | Buy |
28,421
+483
| +2% | +$79.9K | 1.6% | 18 |
|
|
2019
Q4 | $5.52M | Sell |
27,938
-469
| -2% | -$92.7K | 1.64% | 18 |
|
|
2019
Q3 | $6.1M | Sell |
28,407
-794
| -3% | -$170K | 1.9% | 13 |
|
|
2019
Q2 | $6.06M | Sell |
29,201
-596
| -2% | -$124K | 1.94% | 14 |
|
|
2019
Q1 | $5.66M | Sell |
29,797
-229
| -0.8% | -$43.5K | 2% | 15 |
|
|
2018
Q4 | $5.33M | Sell |
30,026
-122
| -0.4% | -$21.7K | 2.18% | 10 |
|
|
2018
Q3 | $5.04M | Sell |
30,148
-2,111
| -7% | -$353K | 1.88% | 15 |
|
|
2018
Q2 | $5.06M | Sell |
32,259
-19
| -0.1% | -$2.98K | 2.03% | 16 |
|
|
2018
Q1 | $5.05M | Buy |
32,278
+397
| +1% | +$62.1K | 2.14% | 12 |
|
|
2017
Q4 | $5.49M | Buy |
31,881
+192
| +0.6% | +$33K | 2.32% | 10 |
|
|
2017
Q3 | $4.97M | Sell |
31,689
-235
| -0.7% | -$36.8K | 2.36% | 10 |
|
|
2017
Q2 | $4.89M | Sell |
31,924
-219
| -0.7% | -$33.5K | 2.43% | 10 |
|
|
2017
Q1 | $4.17M | Buy |
32,143
+1,126
| +4% | +$146K | 2.08% | 13 |
|
|
2016
Q4 | $3.78M | Sell |
31,017
-75
| -0.2% | -$9.13K | 2.04% | 15 |
|
|
2016
Q3 | $3.59M | Sell |
31,092
-184
| -0.6% | -$21.2K | 1.96% | 15 |
|
|
2016
Q2 | $3.76M | Sell |
31,276
-438
| -1% | -$52.7K | 2.08% | 13 |
|
|
2016
Q1 | $3.99M | Sell |
31,714
-448
| -1% | -$56.3K | 2.25% | 14 |
|
|
2015
Q4 | $3.8M | Sell |
32,162
-377
| -1% | -$44.5K | 2.24% | 11 |
|
|
2015
Q3 | $3.21M | Buy |
32,539
+15
| +0% | +$1.48K | 2.11% | 15 |
|
|
2015
Q2 | $3.09M | Sell |
32,524
-188
| -0.6% | -$17.9K | 1.9% | 16 |
|
|
2015
Q1 | $3.19M | Buy |
32,712
+375
| +1% | +$36.5K | 1.96% | 16 |
|
|
2014
Q4 | $3.02M | Buy |
32,337
+477
| +1% | +$44.5K | 1.86% | 17 |
|
|
2014
Q3 | $3.02M | Sell |
31,860
-365
| -1% | -$34.6K | 1.95% | 13 |
|
|
2014
Q2 | $3.25M | Sell |
32,225
-143
| -0.4% | -$14.4K | 2.02% | 12 |
|
|
2014
Q1 | $3.17M | Sell |
32,368
-282
| -0.9% | -$27.6K | 1.93% | 13 |
|
|
2013
Q4 | $3.17M | Sell |
32,650
-388
| -1% | -$37.6K | 1.93% | 13 |
|
|
2013
Q3 | $3.18M | Sell |
33,038
-155
| -0.5% | -$14.9K | 2.07% | 10 |
|
|
2013
Q2 | $3.29M | Buy |
+33,193
| New | +$3.29M | 2.21% | 11 |
|