Bell Rock Capital’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 | $1.94M | Buy |
8,420
+5,161
| +158% | +$1.19M | 2.4% | 10 |
|
|
2022
Q2 | $805K | Sell |
3,259
-4,742
| -59% | -$1.17M | 0.63% | 13 |
|
|
2022
Q1 | $1.99M | Sell |
8,001
-1,253
| -14% | -$312K | 1.86% | 14 |
|
|
2021
Q4 | $2.49M | Buy |
+9,254
| New | +$2.49M | 1.83% | 12 |
|
|
2020
Q3 | $2.35M | Sell |
10,693
-555
| -5% | -$122K | 2.85% | 6 |
|
|
2020
Q2 | $2.08M | Sell |
11,248
-97
| -0.9% | -$17.9K | 2.69% | 10 |
|
|
2020
Q1 | $1.88M | Buy |
11,345
+824
| +8% | +$136K | 2.91% | 8 |
|
|
2019
Q4 | $2.08M | Sell |
10,521
-722
| -6% | -$143K | 1.79% | 11 |
|
|
2019
Q3 | $2.41M | Buy |
11,243
+3,772
| +50% | +$810K | 2.14% | 7 |
|
|
2019
Q2 | $1.55M | Sell |
7,471
-2,012
| -21% | -$418K | 1.36% | 18 |
|
|
2019
Q1 | $1.8M | Buy |
9,483
+122
| +1% | +$23.2K | 1.03% | 26 |
|
|
2018
Q4 | $1.67M | Buy |
9,361
+831
| +10% | +$148K | 1.12% | 23 |
|
|
2018
Q3 | $1.43M | Sell |
8,530
-2,225
| -21% | -$372K | 0.7% | 43 |
|
|
2018
Q2 | $1.69M | Sell |
10,755
-252
| -2% | -$39.5K | 0.85% | 39 |
|
|
2018
Q1 | $1.72M | Buy |
11,007
+927
| +9% | +$145K | 0.91% | 35 |
|
|
2017
Q4 | $1.82M | Sell |
10,080
-406
| -4% | -$73.3K | 0.98% | 31 |
|
|
2017
Q3 | $1.64M | Sell |
10,486
-717
| -6% | -$112K | 0.94% | 35 |
|
|
2017
Q2 | $1.72M | Buy |
11,203
+2,846
| +34% | +$436K | 1.06% | 27 |
|
|
2017
Q1 | $1.08M | Buy |
8,357
+347
| +4% | +$45K | 1% | 22 |
|
|
2016
Q4 | $975K | Buy |
+8,010
| New | +$975K | 1.03% | 24 |
|