BAM
Beaumont Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,942
| Closed | -$543K | – | 74 |
|
|
2023
Q1 | $543K | Sell |
1,942
-45
| -2% | -$12.6K | 0.4% | 53 |
|
|
2022
Q4 | $524K | Sell |
1,987
-588
| -23% | -$155K | 0.38% | 47 |
|
|
2022
Q3 | $594K | Buy |
2,575
+463
| +22% | +$107K | 0.47% | 39 |
|
|
2022
Q2 | $521K | Buy |
2,112
+547
| +35% | +$135K | 0.39% | 45 |
|
|
2022
Q1 | $386K | Buy |
1,565
+26
| +2% | +$6.41K | 0.26% | 54 |
|
|
2021
Q4 | $412K | Buy |
1,539
+33
| +2% | +$8.83K | 0.27% | 53 |
|
|
2021
Q3 | $363K | Sell |
1,506
-52
| -3% | -$12.5K | 0.27% | 52 |
|
|
2021
Q2 | $359K | Buy |
1,558
+41
| +3% | +$9.45K | 0.28% | 54 |
|
|
2021
Q1 | $340K | Buy |
+1,517
| New | +$340K | 0.29% | 49 |
|
|
2020
Q1 | – | Sell |
-6,368
| Closed | -$1.26M | – | 63 |
|
|
2019
Q4 | $1.26M | Buy |
+6,368
| New | +$1.26M | 1.2% | 22 |
|