B. Riley Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $32.1K | Buy |
7,038
+940
| +15% | +$4.29K | 0.04% | 86 |
|
|
2022
Q1 | $1.51M | Sell |
6,098
-2,812
| -32% | -$695K | 0.12% | 168 |
|
|
2021
Q4 | $2.39M | Buy |
8,910
+383
| +4% | +$103K | 0.17% | 124 |
|
|
2021
Q3 | $2.06M | Buy |
8,527
+7,649
| +871% | +$1.84M | 0.16% | 131 |
|
|
2021
Q2 | $203K | Sell |
878
-1,739
| -66% | -$402K | 0.02% | 382 |
|
|
2021
Q1 | $587K | Buy |
+2,617
| New | +$587K | 0.07% | 211 |
|
|
2020
Q3 | – | Sell |
-4,715
| Closed | -$870K | – | 488 |
|
|
2020
Q2 | $870K | Sell |
4,715
-3,880
| -45% | -$716K | 0.1% | 175 |
|
|
2020
Q1 | $1.42M | Buy |
8,595
+3,600
| +72% | +$596K | 0.15% | 134 |
|
|
2019
Q4 | $987K | Buy |
4,995
+111
| +2% | +$21.9K | 0.15% | 145 |
|
|
2019
Q3 | $1.05M | Buy |
4,884
+245
| +5% | +$52.6K | 0.18% | 130 |
|
|
2019
Q2 | $963 | Buy |
4,639
+4
| +0.1% | +$1 | 0.15% | 134 |
|
|
2019
Q1 | $880K | Sell |
4,635
-224
| -5% | -$42.5K | 0.15% | 147 |
|
|
2018
Q4 | $863K | Buy |
4,859
+1,255
| +35% | +$223K | 0.18% | 126 |
|
|
2018
Q3 | $603K | Buy |
+3,604
| New | +$603K | 0.15% | 131 |
|
|
2016
Q1 | $218K | Sell |
1,737
-1,227
| -41% | -$154K | 0.33% | 106 |
|
|
2015
Q4 | $350K | Buy |
2,964
+838
| +39% | +$99K | 0.45% | 77 |
|
|
2015
Q3 | $209K | Sell |
2,126
-57
| -3% | -$5.6K | 0.3% | 138 |
|
|
2015
Q2 | $207K | Buy |
2,183
+11
| +0.5% | +$1.04K | 0.16% | 181 |
|
|
2015
Q1 | $211K | Sell |
2,172
-108
| -5% | -$10.5K | 0.16% | 191 |
|
|
2014
Q4 | $213K | Buy |
2,280
+119
| +6% | +$11.1K | 0.17% | 151 |
|
|
2014
Q3 | $204K | Sell |
2,161
-2,221
| -51% | -$210K | 0.15% | 186 |
|
|
2014
Q2 | $441K | Buy |
4,382
+462
| +12% | +$46.5K | 0.29% | 88 |
|
|
2014
Q1 | $384K | Buy |
+3,920
| New | +$384K | 0.28% | 90 |
|