Andesa Financial Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,537
| Closed | -$932K | – | 135 |
|
|
2022
Q4 | $932K | Sell |
3,537
-194
| -5% | -$51.1K | 0.51% | 60 |
|
|
2022
Q3 | $860K | Buy |
3,731
+728
| +24% | +$168K | 0.3% | 72 |
|
|
2022
Q2 | $741K | Buy |
3,003
+288
| +11% | +$71.1K | 0.47% | 58 |
|
|
2022
Q1 | $670K | Sell |
2,715
-548
| -17% | -$135K | 0.36% | 66 |
|
|
2021
Q4 | $875K | Buy |
3,263
+119
| +4% | +$31.9K | 0.43% | 59 |
|
|
2021
Q3 | $761K | Buy |
3,144
+92
| +3% | +$22.3K | 0.41% | 65 |
|
|
2021
Q2 | $703K | Sell |
3,052
-434
| -12% | -$100K | 0.21% | 77 |
|
|
2021
Q1 | $781K | Buy |
3,486
+161
| +5% | +$36.1K | 0.25% | 73 |
|
|
2020
Q4 | $714K | Sell |
3,325
-87
| -3% | -$18.7K | 0.47% | 59 |
|
|
2020
Q3 | $749K | Buy |
3,412
+366
| +12% | +$80.3K | 0.31% | 65 |
|
|
2020
Q2 | $561K | Buy |
3,046
+564
| +23% | +$104K | 0.5% | 55 |
|
|
2020
Q1 | $408K | Sell |
2,482
-182
| -7% | -$29.9K | 0.46% | 55 |
|
|
2019
Q4 | $530K | Sell |
2,664
-110
| -4% | -$21.9K | 0.46% | 53 |
|
|
2019
Q3 | $596K | Buy |
2,774
+155
| +6% | +$33.3K | 0.58% | 42 |
|
|
2019
Q2 | $545K | Sell |
2,619
-2,383
| -48% | -$496K | 0.52% | 49 |
|
|
2019
Q1 | $944K | Buy |
5,002
+2,408
| +93% | +$454K | 0.47% | 49 |
|
|
2018
Q4 | $460K | Buy |
+2,594
| New | +$460K | 0.55% | 48 |
|