B&D White Capital Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-147,420
| Closed | -$37.6M | – | 75 |
|
2024
Q2 | $37.6M | Buy |
147,420
+122,635
| +495% | +$31.3M | 7.85% | 4 |
|
2024
Q1 | $6.99M | Buy |
24,785
+23,500
| +1,829% | +$6.63M | 1.55% | 12 |
|
2023
Q4 | $381K | Sell |
1,285
-6,400
| -83% | -$1.9M | 0.12% | 41 |
|
2023
Q3 | $2.02M | Buy |
+7,685
| New | +$2.02M | 0.76% | 20 |
|
2022
Q4 | – | Sell |
-21,300
| Closed | -$4.91M | – | 76 |
|
2022
Q3 | $4.91M | Buy |
+21,300
| New | +$4.91M | 1.84% | 13 |
|
2022
Q1 | – | Sell |
-1,400
| Closed | -$375K | – | 71 |
|
2021
Q4 | $375K | Sell |
1,400
-4,116
| -75% | -$1.1M | 0.12% | 43 |
|
2021
Q3 | $1.33M | Buy |
+5,516
| New | +$1.33M | 0.51% | 40 |
|
2021
Q2 | – | Sell |
-31,314
| Closed | -$6.46M | – | 47 |
|
2021
Q1 | $6.46M | Sell |
31,314
-13,816
| -31% | -$2.85M | 3.43% | 5 |
|
2020
Q4 | $9.75M | Buy |
+45,130
| New | +$9.75M | 5.55% | 4 |
|