Atlas Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39
| Closed | -$11K | – | 947 |
|
|
2024
Q1 | $11K | Hold |
39
| – | – | ﹤0.01% | 710 |
|
|
2023
Q4 | $11.6K | Hold |
39
| – | – | ﹤0.01% | 736 |
|
|
2023
Q3 | $10.3K | Hold |
39
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $11.6K | Sell |
39
-12
| -24% | -$3.58K | ﹤0.01% | 727 |
|
|
2023
Q1 | $14.3K | Hold |
51
| – | – | ﹤0.01% | 719 |
|
|
2022
Q4 | $13.4K | Sell |
51
-12
| -19% | -$3.16K | ﹤0.01% | 704 |
|
|
2022
Q3 | $14.5K | Buy |
63
+12
| +24% | +$2.77K | ﹤0.01% | 689 |
|
|
2022
Q2 | $12.6K | Buy |
51
+12
| +31% | +$2.96K | ﹤0.01% | 734 |
|
|
2022
Q1 | $9.64K | Hold |
39
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $10.5K | Hold |
39
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $9.4K | Sell |
39
-109
| -74% | -$26.3K | ﹤0.01% | 730 |
|
|
2021
Q2 | $34.2K | Buy |
148
+39
| +36% | +$9.01K | 0.01% | 578 |
|
|
2021
Q1 | $24.4K | Hold |
109
| – | – | ﹤0.01% | 574 |
|
|
2020
Q4 | $23.4K | Buy |
+109
| New | +$23.4K | ﹤0.01% | 527 |
|
|
2020
Q3 | – | Sell |
-109
| Closed | -$20.1K | – | 474 |
|
|
2020
Q2 | $20.1K | Hold |
109
| – | – | ﹤0.01% | 546 |
|
|
2020
Q1 | $18K | Hold |
109
| – | – | 0.01% | 529 |
|
|
2019
Q4 | $21.5K | Sell |
109
-33
| -23% | -$6.52K | 0.01% | 536 |
|
|
2019
Q3 | $30.5K | Hold |
142
| – | – | 0.01% | 499 |
|
|
2019
Q2 | $29.5K | Buy |
142
+109
| +330% | +$22.6K | 0.01% | 527 |
|
|
2019
Q1 | $6.27K | Hold |
33
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $5.86K | Buy |
+33
| New | +$5.86K | ﹤0.01% | 535 |
|