Beirne Wealth Consulting Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-711
| Closed | -$200K | – | 101 |
|
|
2024
Q1 | $200K | Sell |
711
-599
| -46% | -$169K | 0.09% | 93 |
|
|
2023
Q4 | $389K | Buy |
1,310
+407
| +45% | +$121K | 0.19% | 87 |
|
|
2023
Q3 | $269K | Hold |
903
| – | – | 0.21% | 71 |
|
|
2023
Q2 | $269K | Hold |
903
| – | – | 0.21% | 71 |
|
|
2023
Q1 | $252K | Buy |
+903
| New | +$252K | 0.18% | 84 |
|
|
2022
Q4 | – | Sell |
-889
| Closed | -$205K | – | 104 |
|
|
2022
Q3 | $205K | Sell |
889
-25
| -3% | -$5.77K | 0.08% | 93 |
|
|
2022
Q2 | $226K | Hold |
914
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $225K | Buy |
914
+4
| +0.4% | +$985 | 0.13% | 85 |
|
|
2021
Q4 | $245K | Hold |
910
| – | – | 0.13% | 90 |
|
|
2021
Q3 | $219K | Hold |
910
| – | – | 0.12% | 99 |
|
|
2021
Q2 | $209K | Hold |
910
| – | – | 0.11% | 104 |
|
|
2021
Q1 | $204K | Sell |
910
-566
| -38% | -$127K | 0.12% | 95 |
|
|
2020
Q4 | $317K | Sell |
1,476
-499
| -25% | -$107K | 0.16% | 101 |
|
|
2020
Q3 | $433K | Buy |
+1,975
| New | +$433K | 0.25% | 72 |
|
|
2019
Q2 | – | Sell |
-1,321
| Closed | -$251K | – | 168 |
|
|
2019
Q1 | $251K | Sell |
1,321
-96
| -7% | -$18.2K | 0.2% | 152 |
|
|
2018
Q4 | $252K | Buy |
+1,417
| New | +$252K | 0.21% | 140 |
|