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