BPB
Badgley, Phelps & Bell’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $15.4M | Buy |
66,744
+3,160
| +5% | +$730K | 0.57% | 59 |
|
|
2021
Q1 | $14.3M | Sell |
63,584
-3,127
| -5% | -$701K | 0.59% | 59 |
|
|
2020
Q4 | $14.3M | Buy |
66,711
+2,275
| +4% | +$488K | 0.62% | 58 |
|
|
2020
Q3 | $14.1M | Sell |
64,436
-24,589
| -28% | -$5.4M | 0.7% | 53 |
|
|
2020
Q2 | $16.4M | Buy |
89,025
+2,629
| +3% | +$485K | 0.9% | 41 |
|
|
2020
Q1 | $14.3M | Sell |
86,396
-455
| -0.5% | -$75.2K | 0.94% | 38 |
|
|
2019
Q4 | $17.2M | Buy |
86,851
+1,352
| +2% | +$267K | 0.9% | 42 |
|
|
2019
Q3 | $18.4M | Buy |
85,499
+3,239
| +4% | +$695K | 1.05% | 30 |
|
|
2019
Q2 | $17.1M | Buy |
82,260
+344
| +0.4% | +$71.4K | 1% | 35 |
|
|
2019
Q1 | $15.6M | Buy |
81,916
+4,468
| +6% | +$848K | 0.94% | 35 |
|
|
2018
Q4 | $13.8M | Buy |
77,448
+18,745
| +32% | +$3.33M | 0.99% | 34 |
|
|
2018
Q3 | $9.82M | Buy |
58,703
+53,965
| +1,139% | +$9.03M | 0.6% | 73 |
|
|
2018
Q2 | $742K | Sell |
4,738
-712
| -13% | -$112K | 0.05% | 126 |
|
|
2018
Q1 | $852K | Buy |
5,450
+132
| +2% | +$20.6K | 0.06% | 119 |
|
|
2017
Q4 | $915K | Buy |
5,318
+2,508
| +89% | +$432K | 0.06% | 119 |
|
|
2017
Q3 | $440K | Hold |
2,810
| – | – | 0.03% | 128 |
|
|
2017
Q2 | $430K | Hold |
2,810
| – | – | 0.03% | 129 |
|
|
2017
Q1 | $364K | Buy |
2,810
+99
| +4% | +$12.8K | 0.03% | 130 |
|
|
2016
Q4 | $330K | Sell |
2,711
-232
| -8% | -$28.2K | 0.03% | 133 |
|
|
2016
Q3 | $340K | Sell |
2,943
-353
| -11% | -$40.8K | 0.03% | 128 |
|
|
2016
Q2 | $397K | Buy |
3,296
+356
| +12% | +$42.9K | 0.04% | 127 |
|
|
2016
Q1 | $370K | Buy |
2,940
+970
| +49% | +$122K | 0.03% | 127 |
|
|
2015
Q4 | $233K | Sell |
1,970
-419
| -18% | -$49.6K | 0.02% | 133 |
|
|
2015
Q3 | $235K | Buy |
+2,389
| New | +$235K | 0.02% | 126 |
|