American Research & Management Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $180K | Sell |
780
-75
| -9% | -$17.3K | 0.05% | 120 |
|
2022
Q2 | $211K | Hold |
855
| – | – | 0.05% | 120 |
|
2022
Q1 | $211K | Hold |
855
| – | – | 0.05% | 126 |
|
2021
Q4 | $229K | Hold |
855
| – | – | 0.05% | 127 |
|
2021
Q3 | $206K | Hold |
855
| – | – | 0.05% | 126 |
|
2021
Q2 | $197K | Sell |
855
-1,390
| -62% | -$320K | 0.04% | 130 |
|
2021
Q1 | $503K | Sell |
2,245
-440
| -16% | -$98.6K | 0.12% | 95 |
|
2020
Q4 | $576K | Sell |
2,685
-1,580
| -37% | -$339K | 0.15% | 88 |
|
2020
Q3 | $936K | Sell |
4,265
-150
| -3% | -$32.9K | 0.27% | 67 |
|
2020
Q2 | $814K | Sell |
4,415
-625
| -12% | -$115K | 0.25% | 71 |
|
2020
Q1 | $833K | Sell |
5,040
-100
| -2% | -$16.5K | 0.32% | 66 |
|
2019
Q4 | $1.02M | Sell |
5,140
-1,400
| -21% | -$277K | 0.3% | 63 |
|
2019
Q3 | $1.4M | Sell |
6,540
-245
| -4% | -$52.6K | 0.42% | 61 |
|
2019
Q2 | $1.41M | Sell |
6,785
-50
| -0.7% | -$10.4K | 0.42% | 58 |
|
2019
Q1 | $1.3M | Buy |
6,835
+1,035
| +18% | +$197K | 0.37% | 64 |
|
2018
Q4 | $1.03M | Hold |
5,800
| – | – | 0.35% | 64 |
|
2018
Q3 | $970K | Sell |
5,800
-50
| -0.9% | -$8.36K | 0.29% | 68 |
|
2018
Q2 | $917K | Buy |
5,850
+5,600
| +2,240% | +$878K | 0.32% | 63 |
|
2018
Q1 | $39K | Hold |
250
| – | – | 0.01% | 202 |
|
2017
Q4 | $43K | Hold |
250
| – | – | 0.01% | 212 |
|
2017
Q3 | $39K | Hold |
250
| – | – | 0.01% | 201 |
|
2017
Q2 | $38K | Hold |
250
| – | – | 0.01% | 193 |
|
2017
Q1 | $32K | Hold |
250
| – | – | 0.01% | 191 |
|
2016
Q4 | $30K | Hold |
250
| – | – | 0.01% | 206 |
|
2016
Q3 | $29K | Sell |
250
-50
| -17% | -$5.8K | 0.01% | 214 |
|
2016
Q2 | $36K | Sell |
300
-45
| -13% | -$5.4K | 0.01% | 186 |
|
2016
Q1 | $43K | Hold |
345
| – | – | 0.02% | 173 |
|
2015
Q4 | $41K | Hold |
345
| – | – | 0.02% | 179 |
|
2015
Q3 | $34K | Hold |
345
| – | – | 0.01% | 190 |
|
2015
Q2 | $33K | Sell |
345
-5
| -1% | -$478 | 0.01% | 204 |
|
2015
Q1 | $34K | Hold |
350
| – | – | 0.01% | 203 |
|
2014
Q4 | $33K | Hold |
350
| – | – | 0.01% | 194 |
|
2014
Q3 | $33K | Hold |
350
| – | – | 0.01% | 200 |
|
2014
Q2 | $35K | Hold |
350
| – | – | 0.01% | 200 |
|
2014
Q1 | $34K | Hold |
350
| – | – | 0.01% | 199 |
|
2013
Q4 | $34K | Hold |
350
| – | – | 0.01% | 195 |
|
2013
Q3 | $34K | Hold |
350
| – | – | 0.01% | 194 |
|
2013
Q2 | $35K | Buy |
+350
| New | +$35K | 0.01% | 185 |
|