Balasa Dinverno & Foltz’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $971K | Buy |
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|
2020
Q3 | $834K | Buy |
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|
2020
Q2 | $585K | Sell |
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|
2020
Q1 | $765K | Sell |
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|
2019
Q4 | $968K | Buy |
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|
2019
Q3 | $989K | Buy |
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|
2019
Q2 | $956K | Buy |
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|
2019
Q1 | $873K | Buy |
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|
2018
Q4 | $801K | Sell |
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|
2018
Q3 | $784K | Sell |
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|
2018
Q2 | $738K | Buy |
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|
2018
Q1 | $727K | Sell |
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|
2017
Q4 | $807K | Buy |
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|
2017
Q3 | $668K | Buy |
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|
2017
Q2 | $619K | Buy |
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|
2017
Q1 | $523K | Sell |
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|
2016
Q4 | $543K | Buy |
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|
2016
Q3 | $485K | Buy |
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|
2016
Q2 | $494K | Sell |
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|
2016
Q1 | $17.7M | Sell |
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|
2015
Q4 | $18.6M | Buy |
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|
2015
Q3 | $15.5M | Sell |
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|
2015
Q2 | $15M | Sell |
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|
2015
Q1 | $15.6M | Sell |
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|
2014
Q4 | $15.2M | Sell |
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|
2014
Q3 | $15.6M | Buy |
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|
2014
Q2 | $16.5M | Buy |
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|
2014
Q1 | $16M | Sell |
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|
2013
Q4 | $15.9M | Sell |
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|
2013
Q3 | $15.8M | Buy |
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|
2013
Q2 | $16.3M | Buy |
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