AFS
Axiom Financial Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-892
| Closed | -$206K | – | 55 |
|
|
2022
Q3 | $206K | Buy |
892
+9
| +1% | +$2.08K | 0.11% | 70 |
|
|
2022
Q2 | $218K | Hold |
883
| – | – | 0.11% | 70 |
|
|
2022
Q1 | $219K | Sell |
883
-22
| -2% | -$5.46K | 0.11% | 67 |
|
|
2021
Q4 | $243K | Buy |
905
+4
| +0.4% | +$1.07K | 0.11% | 68 |
|
|
2021
Q3 | $217K | Buy |
901
+4
| +0.4% | +$963 | 0.1% | 72 |
|
|
2021
Q2 | $207K | Sell |
897
-81
| -8% | -$18.7K | 0.1% | 73 |
|
|
2021
Q1 | $219K | Sell |
978
-14
| -1% | -$3.14K | 0.11% | 66 |
|
|
2020
Q4 | $218K | Hold |
992
| – | – | 0.13% | 64 |
|
|
2020
Q3 | $218K | Sell |
992
-213
| -18% | -$46.8K | 0.13% | 64 |
|
|
2020
Q2 | $222K | Buy |
+1,205
| New | +$222K | 0.14% | 58 |
|