Bingham Osborn & Scarborough’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,067
| Closed | -$498K | – | 89 |
|
|
2021
Q3 | $498K | Sell |
2,067
-269
| -12% | -$64.8K | 0.04% | 91 |
|
|
2021
Q2 | $540K | Buy |
2,336
+634
| +37% | +$147K | 0.04% | 81 |
|
|
2021
Q1 | $381K | Sell |
1,702
-51
| -3% | -$11.4K | 0.03% | 103 |
|
|
2020
Q4 | $376K | Sell |
1,753
-712
| -29% | -$153K | 0.03% | 95 |
|
|
2020
Q3 | $541K | Buy |
2,465
+85
| +4% | +$18.7K | 0.04% | 89 |
|
|
2020
Q2 | $439K | Buy |
2,380
+404
| +20% | +$74.5K | 0.04% | 94 |
|
|
2020
Q1 | $327K | Sell |
1,976
-878
| -31% | -$145K | 0.03% | 106 |
|
|
2019
Q4 | $564K | Buy |
2,854
+49
| +2% | +$9.68K | 0.05% | 92 |
|
|
2019
Q3 | $602K | Buy |
2,805
+11
| +0.4% | +$2.36K | 0.05% | 83 |
|
|
2019
Q2 | $580K | Buy |
2,794
+531
| +23% | +$110K | 0.05% | 84 |
|
|
2019
Q1 | $430K | Sell |
2,263
-1,138
| -33% | -$216K | 0.04% | 95 |
|
|
2018
Q4 | $604K | Buy |
3,401
+1,210
| +55% | +$215K | 0.06% | 72 |
|
|
2018
Q3 | $367K | Buy |
2,191
+4
| +0.2% | +$670 | 0.03% | 101 |
|
|
2018
Q2 | $343K | Buy |
2,187
+91
| +4% | +$14.3K | 0.03% | 100 |
|
|
2018
Q1 | $328K | Hold |
2,096
| – | – | 0.03% | 104 |
|
|
2017
Q4 | $361K | Hold |
2,096
| – | – | 0.03% | 93 |
|
|
2017
Q3 | $328K | Buy |
2,096
+10
| +0.5% | +$1.57K | 0.03% | 95 |
|
|
2017
Q2 | $319K | Sell |
2,086
-3
| -0.1% | -$459 | 0.03% | 93 |
|
|
2017
Q1 | $271K | Buy |
2,089
+57
| +3% | +$7.39K | 0.03% | 97 |
|
|
2016
Q4 | $247K | Buy |
2,032
+285
| +16% | +$34.6K | 0.03% | 101 |
|
|
2016
Q3 | $202K | Hold |
1,747
| – | – | 0.02% | 107 |
|
|
2016
Q2 | $210K | Sell |
1,747
-70
| -4% | -$8.41K | 0.02% | 108 |
|
|
2016
Q1 | $228K | Sell |
1,817
-120
| -6% | -$15.1K | 0.03% | 109 |
|
|
2015
Q4 | $229K | Sell |
1,937
-93
| -5% | -$11K | 0.03% | 101 |
|
|
2015
Q3 | $200K | Buy |
+2,030
| New | +$200K | 0.03% | 106 |
|
|
2014
Q3 | – | Sell |
-2,023
| Closed | -$204K | – | 119 |
|
|
2014
Q2 | $204K | Buy |
+2,023
| New | +$204K | 0.03% | 110 |
|
|
2014
Q1 | – | Sell |
-2,644
| Closed | -$257K | – | 109 |
|
|
2013
Q4 | $257K | Hold |
2,644
| – | – | 0.04% | 84 |
|
|
2013
Q3 | $254K | Buy |
2,644
+105
| +4% | +$10.1K | 0.04% | 77 |
|
|
2013
Q2 | $251K | Buy |
+2,539
| New | +$251K | 0.04% | 73 |
|