Arcadia Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20
| Closed | -$6.09K | – | 314 |
|
|
2024
Q3 | $6.09K | Sell |
20
-172
| -90% | -$52.4K | ﹤0.01% | 235 |
|
|
2024
Q2 | $48.9K | Hold |
192
| – | – | 0.01% | 205 |
|
|
2024
Q1 | $54.1K | Sell |
192
-127
| -40% | -$35.8K | 0.01% | 199 |
|
|
2023
Q4 | $94.6K | Hold |
319
| – | – | 0.02% | 170 |
|
|
2023
Q3 | $84K | Hold |
319
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $95.2K | Sell |
319
-744
| -70% | -$222K | 0.02% | 170 |
|
|
2023
Q1 | $297K | Buy |
1,063
+73
| +7% | +$20.4K | 0.06% | 109 |
|
|
2022
Q4 | $261K | Sell |
990
-148
| -13% | -$39K | 0.06% | 108 |
|
|
2022
Q3 | $263K | Hold |
1,138
| – | – | 0.06% | 111 |
|
|
2022
Q2 | $281K | Hold |
1,138
| – | – | 0.06% | 113 |
|
|
2022
Q1 | $281K | Hold |
1,138
| – | – | 0.05% | 124 |
|
|
2021
Q4 | $305K | Hold |
1,138
| – | – | 0.05% | 121 |
|
|
2021
Q3 | $274K | Hold |
1,138
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $263K | Sell |
1,138
-1,206
| -51% | -$279K | 0.05% | 124 |
|
|
2021
Q1 | $525K | Buy |
2,344
+210
| +10% | +$47K | 0.11% | 105 |
|
|
2020
Q4 | $458K | Hold |
2,134
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $468K | Hold |
2,134
| – | – | 0.1% | 96 |
|
|
2020
Q2 | $394K | Buy |
2,134
+66
| +3% | +$12.2K | 0.1% | 94 |
|
|
2020
Q1 | $342K | Hold |
2,068
| – | – | 0.1% | 97 |
|
|
2019
Q4 | $409K | Hold |
2,068
| – | – | 0.1% | 96 |
|
|
2019
Q3 | $444K | Hold |
2,068
| – | – | 0.12% | 91 |
|
|
2019
Q2 | $429K | Sell |
2,068
-6,074
| -75% | -$1.26M | 0.12% | 91 |
|
|
2019
Q1 | $1.55M | Sell |
8,142
-5,819
| -42% | -$1.1M | 0.45% | 55 |
|
|
2018
Q4 | $2.48M | Sell |
13,961
-214
| -2% | -$38K | 0.83% | 39 |
|
|
2018
Q3 | $2.37M | Sell |
14,175
-154
| -1% | -$25.8K | 0.63% | 55 |
|
|
2018
Q2 | $2.25M | Sell |
14,329
-5,961
| -29% | -$934K | 0.63% | 56 |
|
|
2018
Q1 | $3.17M | Sell |
20,290
-143
| -0.7% | -$22.4K | 0.89% | 42 |
|
|
2017
Q4 | $3.52M | Buy |
20,433
+68
| +0.3% | +$11.7K | 0.98% | 40 |
|
|
2017
Q3 | $3.19M | Sell |
20,365
-186
| -0.9% | -$29.1K | 0.97% | 40 |
|
|
2017
Q2 | $3.15M | Buy |
20,551
+128
| +0.6% | +$19.6K | 1% | 37 |
|
|
2017
Q1 | $2.65M | Buy |
20,423
+127
| +0.6% | +$16.5K | 0.84% | 46 |
|
|
2016
Q4 | $2.47M | Sell |
20,296
-1,768
| -8% | -$215K | 0.81% | 47 |
|
|
2016
Q3 | $2.55M | Buy |
22,064
+254
| +1% | +$29.3K | 0.85% | 49 |
|
|
2016
Q2 | $2.63M | Sell |
21,810
-4,986
| -19% | -$600K | 0.86% | 46 |
|
|
2016
Q1 | $3.37M | Buy |
26,796
+42
| +0.2% | +$5.28K | 1.11% | 32 |
|
|
2015
Q4 | $3.16M | Buy |
26,754
+968
| +4% | +$114K | 0.97% | 42 |
|
|
2015
Q3 | $2.54M | Buy |
25,786
+197
| +0.8% | +$19.4K | 0.78% | 53 |
|
|
2015
Q2 | $2.43M | Buy |
25,589
+21,871
| +588% | +$2.08M | 0.63% | 61 |
|
|
2015
Q1 | $362K | Hold |
3,718
| – | – | 0.1% | 88 |
|
|
2014
Q4 | $348K | Hold |
3,718
| – | – | 0.1% | 89 |
|
|
2014
Q3 | $353K | Sell |
3,718
-2,250
| -38% | -$214K | 0.11% | 85 |
|
|
2014
Q2 | $601K | Buy |
5,968
+3,695
| +163% | +$372K | 0.18% | 76 |
|
|
2014
Q1 | $223K | Hold |
2,273
| – | – | 0.07% | 96 |
|
|
2013
Q4 | $221K | Hold |
2,273
| – | – | 0.05% | 108 |
|
|
2013
Q3 | $219K | Hold |
2,273
| – | – | 0.06% | 105 |
|
|
2013
Q2 | $225K | Buy |
+2,273
| New | +$225K | 0.06% | 100 |
|