Bassett Hargrove Investment Counsel’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.39M | Sell |
5,267
-52
| -1% | -$13.7K | 2.33% | 13 |
|
2023
Q2 | $1.41M | Sell |
5,319
-3
| -0.1% | -$798 | 2.65% | 13 |
|
2023
Q1 | $1.49M | Buy |
5,322
+3
| +0.1% | +$839 | 2.6% | 14 |
|
2022
Q4 | $1.41M | Sell |
5,319
-50
| -0.9% | -$13.3K | 2.65% | 13 |
|
2022
Q3 | $1.24M | Buy |
+5,369
| New | +$1.24M | 2.51% | 13 |
|
2022
Q1 | $1.54M | Sell |
6,218
-58
| -0.9% | -$14.3K | 2.34% | 15 |
|
2021
Q4 | $1.68M | Sell |
6,276
-40
| -0.6% | -$10.7K | 2.42% | 13 |
|
2021
Q3 | $1.46M | Hold |
6,316
| – | – | 2.17% | 19 |
|
2021
Q2 | $1.46M | Buy |
+6,316
| New | +$1.46M | 2.17% | 19 |
|