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