Baron Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-290
| Closed | -$71.6K | – | 132 |
|
|
2022
Q2 | $71.6K | Hold |
290
| – | – | 0.05% | 71 |
|
|
2022
Q1 | $71.7K | Hold |
290
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $77.7K | Hold |
290
| – | – | 0.04% | 74 |
|
|
2021
Q3 | $69.9K | Hold |
290
| – | – | 0.04% | 75 |
|
|
2021
Q2 | $67K | Hold |
290
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $65K | Buy |
290
+140
| +93% | +$31.4K | 0.04% | 83 |
|
|
2020
Q4 | $32.2K | Hold |
150
| – | – | 0.03% | 111 |
|
|
2020
Q3 | $32.9K | Buy |
+150
| New | +$32.9K | 0.03% | 109 |
|