BFEC
Benjamin F. Edwards & Company’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $48.7M | Sell |
190,967
-1,839
| -1% | -$469K | 0.86% | 15 |
|
|
2024
Q1 | $54.4M | Sell |
192,806
-2,082
| -1% | -$587K | 0.99% | 13 |
|
|
2023
Q4 | $57.8M | Buy |
194,888
+154,642
| +384% | +$45.9M | 1.16% | 10 |
|
|
2023
Q3 | $10.6M | Buy |
40,246
+3,659
| +10% | +$964K | 0.41% | 57 |
|
|
2023
Q2 | $10.9M | Sell |
36,587
-1,319
| -3% | -$394K | 0.42% | 55 |
|
|
2023
Q1 | $10.6M | Sell |
37,906
-3
| -0% | -$839 | 0.44% | 53 |
|
|
2022
Q4 | $9.99M | Sell |
37,909
-1,223
| -3% | -$322K | 0.45% | 52 |
|
|
2022
Q3 | $9.03M | Buy |
39,132
+504
| +1% | +$116K | 0.45% | 56 |
|
|
2022
Q2 | $9.54M | Buy |
38,628
+1,592
| +4% | +$393K | 0.46% | 51 |
|
|
2022
Q1 | $9.16M | Sell |
37,036
-8,883
| -19% | -$2.2M | 0.41% | 61 |
|
|
2021
Q4 | $12.3M | Buy |
45,919
+11,228
| +32% | +$3.01M | 0.55% | 39 |
|
|
2021
Q3 | $8.36M | Sell |
34,691
-513
| -1% | -$124K | 0.42% | 58 |
|
|
2021
Q2 | $8.13M | Buy |
35,204
+5,298
| +18% | +$1.22M | 0.41% | 61 |
|
|
2021
Q1 | $6.7M | Sell |
29,906
-380
| -1% | -$85.2K | 0.36% | 70 |
|
|
2020
Q4 | $6.5M | Sell |
30,286
-762
| -2% | -$164K | 0.39% | 61 |
|
|
2020
Q3 | $6.82M | Sell |
31,048
-708
| -2% | -$155K | 0.46% | 54 |
|
|
2020
Q2 | $5.86M | Sell |
31,756
-385
| -1% | -$71K | 0.43% | 62 |
|
|
2020
Q1 | $5.31M | Buy |
32,141
+299
| +0.9% | +$49.4K | 0.45% | 55 |
|
|
2019
Q4 | $6.29M | Buy |
31,842
+3,940
| +14% | +$779K | 0.44% | 52 |
|
|
2019
Q3 | $5.99M | Buy |
27,902
+1,314
| +5% | +$282K | 0.47% | 44 |
|
|
2019
Q2 | $5.52M | Buy |
26,588
+524
| +2% | +$109K | 0.46% | 43 |
|
|
2019
Q1 | $4.95M | Buy |
26,064
+1,832
| +8% | +$348K | 0.45% | 47 |
|
|
2018
Q4 | $4.3M | Buy |
24,232
+1,669
| +7% | +$296K | 0.45% | 56 |
|
|
2018
Q3 | $3.78M | Sell |
22,563
-55
| -0.2% | -$9.2K | 0.36% | 67 |
|
|
2018
Q2 | $3.54M | Buy |
22,618
+1,479
| +7% | +$232K | 0.35% | 68 |
|
|
2018
Q1 | $3.31M | Sell |
21,139
-27
| -0.1% | -$4.22K | 0.34% | 67 |
|
|
2017
Q4 | $3.64M | Sell |
21,166
-286
| -1% | -$49.2K | 0.38% | 64 |
|
|
2017
Q3 | $3.36M | Buy |
21,452
+1,297
| +6% | +$203K | 0.4% | 58 |
|
|
2017
Q2 | $3.09M | Buy |
20,155
+456
| +2% | +$69.8K | 0.4% | 58 |
|
|
2017
Q1 | $2.55M | Sell |
19,699
-1,307
| -6% | -$169K | 0.38% | 64 |
|
|
2016
Q4 | $2.56M | Buy |
21,006
+6,469
| +45% | +$787K | 0.42% | 59 |
|
|
2016
Q3 | $1.68M | Buy |
14,537
+488
| +3% | +$56.3K | 0.3% | 79 |
|
|
2016
Q2 | $1.69M | Buy |
14,049
+700
| +5% | +$84.3K | 0.33% | 76 |
|
|
2016
Q1 | $1.68M | Sell |
13,349
-5
| -0% | -$629 | 0.35% | 64 |
|
|
2015
Q4 | $1.58M | Sell |
13,354
-1,302
| -9% | -$154K | 0.34% | 68 |
|
|
2015
Q3 | $1.44M | Buy |
14,656
+837
| +6% | +$82.5K | 0.32% | 77 |
|
|
2015
Q2 | $1.31M | Sell |
13,819
-3,000
| -18% | -$285K | 0.26% | 83 |
|
|
2015
Q1 | $1.64M | Sell |
16,819
-4,082
| -20% | -$398K | 0.34% | 67 |
|
|
2014
Q4 | $1.96M | Sell |
20,901
-2,239
| -10% | -$210K | 0.45% | 48 |
|
|
2014
Q3 | $2.19M | Sell |
23,140
-6,067
| -21% | -$575K | 0.55% | 43 |
|
|
2014
Q2 | $2.94M | Sell |
29,207
-1,458
| -5% | -$147K | 0.75% | 24 |
|
|
2014
Q1 | $3.01M | Buy |
30,665
+122
| +0.4% | +$12K | 0.82% | 21 |
|
|
2013
Q4 | $2.96M | Buy |
30,543
+408
| +1% | +$39.6K | 1% | 16 |
|
|
2013
Q3 | $2.9M | Buy |
30,135
+4,813
| +19% | +$463K | 1.07% | 17 |
|
|
2013
Q2 | $2.51M | Buy |
+25,322
| New | +$2.51M | 1% | 21 |
|