Atherton Lane Advisers’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,060
| Closed | -$493K | – | 242 |
|
|
2015
Q1 | $493K | Sell |
5,060
-525
| -9% | -$51.2K | 0.03% | 171 |
|
|
2014
Q4 | $523K | Sell |
5,585
-300
| -5% | -$28.1K | 0.03% | 173 |
|
|
2014
Q3 | $558K | Sell |
5,885
-3,302
| -36% | -$313K | 0.03% | 172 |
|
|
2014
Q2 | $925K | Sell |
9,187
-563
| -6% | -$56.7K | 0.05% | 116 |
|
|
2014
Q1 | $956K | Sell |
9,750
-3,673
| -27% | -$360K | 0.06% | 86 |
|
|
2013
Q4 | $1.3M | Sell |
13,423
-162,652
| -92% | -$15.8M | 0.08% | 81 |
|
|
2013
Q3 | $16.9M | Buy |
176,075
+4,431
| +3% | +$426K | 1.16% | 55 |
|
|
2013
Q2 | $17M | Buy |
+171,644
| New | +$17M | 1.24% | 45 |
|