BFG
Barber Financial Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $549K | Sell |
1,962
-79
| -4% | -$22.1K | 0.1% | 72 |
|
|
2022
Q4 | $538K | Buy |
2,041
+130
| +7% | +$34.3K | 0.15% | 66 |
|
|
2022
Q3 | $441K | Sell |
1,911
-150
| -7% | -$34.6K | 0.13% | 75 |
|
|
2022
Q2 | $509K | Buy |
2,061
+808
| +64% | +$200K | 0.08% | 69 |
|
|
2022
Q1 | $310K | Sell |
1,253
-13
| -1% | -$3.22K | 0.04% | 110 |
|
|
2021
Q4 | $339K | Buy |
1,266
+3
| +0.2% | +$803 | 0.04% | 122 |
|
|
2021
Q3 | $304K | Buy |
1,263
+21
| +2% | +$5.06K | 0.04% | 126 |
|
|
2021
Q2 | $287K | Hold |
1,242
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $278K | Sell |
1,242
-91
| -7% | -$20.4K | 0.04% | 115 |
|
|
2020
Q4 | $286K | Sell |
1,333
-135
| -9% | -$29K | 0.05% | 110 |
|
|
2020
Q3 | $322K | Sell |
1,468
-26
| -2% | -$5.7K | 0.07% | 99 |
|
|
2020
Q2 | $276K | Sell |
1,494
-326
| -18% | -$60.2K | 0.07% | 95 |
|
|
2020
Q1 | $301K | Buy |
1,820
+428
| +31% | +$70.8K | 0.1% | 82 |
|
|
2019
Q4 | $275K | Buy |
1,392
+107
| +8% | +$21.1K | 0.06% | 113 |
|
|
2019
Q3 | $276K | Buy |
1,285
+1
| +0.1% | +$215 | 0.06% | 109 |
|
|
2019
Q2 | $267K | Sell |
1,284
-44
| -3% | -$9.15K | 0.06% | 115 |
|
|
2019
Q1 | $252K | Hold |
1,328
| – | – | 0.05% | 113 |
|
|
2018
Q4 | $236K | Buy |
1,328
+1
| +0.1% | +$178 | 0.05% | 114 |
|
|
2018
Q3 | $222K | Buy |
1,327
+18
| +1% | +$3.01K | 0.05% | 120 |
|
|
2018
Q2 | $205K | Sell |
1,309
-72
| -5% | -$11.3K | 0.06% | 112 |
|
|
2018
Q1 | $216K | Sell |
1,381
-676
| -33% | -$106K | 0.06% | 115 |
|
|
2017
Q4 | $354K | Buy |
2,057
+697
| +51% | +$120K | 0.09% | 84 |
|
|
2017
Q3 | $213K | Buy |
1,360
+36
| +3% | +$5.64K | 0.06% | 97 |
|
|
2017
Q2 | $203K | Buy |
+1,324
| New | +$203K | 0.07% | 81 |
|