Altium 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
Q2 | $4.2M | Buy |
17,024
+4,163
| +32% | +$1.03M | 0.3% | 44 |
|
|
2022
Q1 | $3.18M | Buy |
12,861
+854
| +7% | +$211K | 0.2% | 58 |
|
|
2021
Q4 | $3.22M | Buy |
12,007
+884
| +8% | +$237K | 0.21% | 57 |
|
|
2021
Q3 | $2.68M | Buy |
11,123
+178
| +2% | +$42.9K | 0.19% | 63 |
|
|
2021
Q2 | $2.53M | Sell |
10,945
-185
| -2% | -$42.7K | 0.19% | 61 |
|
|
2021
Q1 | $2.5M | Buy |
11,130
+1,141
| +11% | +$256K | 0.2% | 59 |
|
|
2020
Q4 | $2.14M | Buy |
9,989
+433
| +5% | +$92.9K | 0.19% | 61 |
|
|
2020
Q3 | $2.1M | Buy |
9,556
+197
| +2% | +$43.2K | 0.22% | 55 |
|
|
2020
Q2 | $1.73M | Buy |
9,359
+1,812
| +24% | +$334K | 0.19% | 59 |
|
|
2020
Q1 | $1.25M | Sell |
7,547
-343
| -4% | -$56.7K | 0.17% | 69 |
|
|
2019
Q4 | $1.56M | Buy |
7,890
+232
| +3% | +$45.8K | 0.19% | 71 |
|
|
2019
Q3 | $1.64M | Sell |
7,658
-26
| -0.3% | -$5.58K | 0.22% | 60 |
|
|
2019
Q2 | $1.6M | Buy |
7,684
+340
| +5% | +$70.6K | 0.23% | 56 |
|
|
2019
Q1 | $1.4M | Sell |
7,344
-526
| -7% | -$99.9K | 0.22% | 63 |
|
|
2018
Q4 | $1.4M | Buy |
7,870
+1,483
| +23% | +$263K | 0.27% | 54 |
|
|
2018
Q3 | $1.07M | Sell |
6,387
-1,316
| -17% | -$220K | 0.2% | 77 |
|
|
2018
Q2 | $1.21M | Buy |
+7,703
| New | +$1.21M | 0.32% | 57 |
|