Annapolis Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $54.5K | Buy |
179
+5
| +3% | +$1.52K | 0.02% | 145 |
|
|
2024
Q2 | $44.3K | Hold |
174
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $49.1K | Sell |
174
-15
| -8% | -$4.23K | 0.02% | 146 |
|
|
2023
Q4 | $56K | Hold |
189
| – | – | 0.01% | 187 |
|
|
2023
Q3 | $49.8K | Buy |
189
+41
| +28% | +$10.8K | 0.01% | 186 |
|
|
2023
Q2 | $44.2K | Sell |
148
-78
| -35% | -$23.3K | 0.01% | 188 |
|
|
2023
Q1 | $63.2K | Sell |
226
-1,647
| -88% | -$461K | 0.02% | 160 |
|
|
2022
Q4 | $494K | Hold |
1,873
| – | – | 0.16% | 76 |
|
|
2022
Q3 | $432K | Hold |
1,873
| – | – | 0.16% | 81 |
|
|
2022
Q2 | $462K | Hold |
1,873
| – | – | 0.17% | 81 |
|
|
2022
Q1 | $463K | Hold |
1,873
| – | – | 0.15% | 80 |
|
|
2021
Q4 | $502K | Buy |
1,873
+41
| +2% | +$11K | 0.16% | 80 |
|
|
2021
Q3 | $442K | Hold |
1,832
| – | – | 0.15% | 81 |
|
|
2021
Q2 | $423K | Buy |
1,832
+34
| +2% | +$7.85K | 0.14% | 79 |
|
|
2021
Q1 | $403K | Hold |
1,798
| – | – | 0.15% | 71 |
|
|
2020
Q4 | $386K | Buy |
+1,798
| New | +$386K | 0.15% | 70 |
|