Arbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.12M | Buy |
15,371
+47
| +0.3% | +$12.6K | 0.9% | 20 |
|
|
2021
Q3 | $3.7M | Sell |
15,324
-397
| -3% | -$95.7K | 0.87% | 21 |
|
|
2021
Q2 | $3.63M | Sell |
15,721
-204
| -1% | -$47.1K | 0.9% | 22 |
|
|
2021
Q1 | $3.57M | Buy |
15,925
+1,361
| +9% | +$305K | 1.05% | 20 |
|
|
2020
Q4 | $3.13M | Sell |
14,564
-644
| -4% | -$138K | 1.18% | 23 |
|
|
2020
Q3 | $3.34M | Sell |
15,208
-581
| -4% | -$128K | 1.33% | 24 |
|
|
2020
Q2 | $2.91M | Sell |
15,789
-30
| -0.2% | -$5.54K | 1.36% | 25 |
|
|
2020
Q1 | $2.62M | Buy |
+15,819
| New | +$2.62M | 1.66% | 18 |
|
|
2019
Q3 | – | Sell |
-743
| Closed | -$154K | – | 136 |
|
|
2019
Q2 | $154K | Buy |
743
+56
| +8% | +$11.6K | 0.08% | 56 |
|
|
2019
Q1 | $130K | Buy |
687
+250
| +57% | +$47.3K | 0.08% | 63 |
|
|
2018
Q4 | $78K | Buy |
+437
| New | +$78K | 0.07% | 66 |
|
|
2016
Q1 | – | Sell |
-8,069
| Closed | -$943K | – | 101 |
|
|
2015
Q4 | $943K | Buy |
+8,069
| New | +$943K | 1.03% | 29 |
|