Bison Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $600K | Sell |
2,069
-2,894
| -58% | -$839K | 0.13% | 131 |
|
|
2024
Q3 | $1.51M | Sell |
4,963
-751
| -13% | -$229K | 0.24% | 102 |
|
|
2024
Q2 | $1.61M | Hold |
5,714
| – | – | 0.26% | 93 |
|
|
2024
Q1 | $1.61M | Sell |
5,714
-145
| -2% | -$40.9K | 0.26% | 93 |
|
|
2023
Q4 | $1.74M | Sell |
5,859
-409
| -7% | -$121K | 0.31% | 84 |
|
|
2023
Q3 | $1.65M | Sell |
6,268
-2,660
| -30% | -$701K | 0.32% | 83 |
|
|
2023
Q2 | $2.66M | Buy |
8,928
+1,677
| +23% | +$500K | 0.49% | 49 |
|
|
2023
Q1 | $2.14M | Sell |
7,251
-317
| -4% | -$93.4K | 0.66% | 43 |
|
|
2022
Q4 | $2.05M | Sell |
7,568
-462
| -6% | -$125K | 0.65% | 39 |
|
|
2022
Q3 | $1.85M | Buy |
8,030
+5,817
| +263% | +$1.34M | 0.73% | 34 |
|
|
2022
Q2 | $546K | Buy |
2,213
+67
| +3% | +$16.5K | 0.31% | 79 |
|
|
2022
Q1 | $531K | Buy |
2,146
+436
| +25% | +$108K | 0.27% | 100 |
|
|
2021
Q4 | $458K | Sell |
1,710
-617
| -27% | -$165K | 0.27% | 102 |
|
|
2021
Q3 | $561K | Sell |
2,327
-24
| -1% | -$5.79K | 0.26% | 94 |
|
|
2021
Q2 | $543K | Buy |
2,351
+33
| +1% | +$7.62K | 0.24% | 105 |
|
|
2021
Q1 | $520K | Buy |
2,318
+43
| +2% | +$9.65K | 0.22% | 117 |
|
|
2020
Q4 | $488K | Sell |
2,275
-9
| -0.4% | -$1.93K | 0.23% | 107 |
|
|
2020
Q3 | $501K | Sell |
2,284
-1,202
| -34% | -$264K | 0.29% | 88 |
|
|
2020
Q2 | $643K | Buy |
3,486
+381
| +12% | +$70.3K | 0.41% | 64 |
|
|
2020
Q1 | $513K | Sell |
3,105
-863
| -22% | -$143K | 0.37% | 70 |
|
|
2019
Q4 | $784K | Buy |
3,968
+506
| +15% | +$100K | 0.38% | 68 |
|
|
2019
Q3 | $743K | Buy |
3,462
+124
| +4% | +$26.6K | 0.41% | 62 |
|
|
2019
Q2 | $693K | Buy |
3,338
+106
| +3% | +$22K | 0.4% | 59 |
|
|
2019
Q1 | $614K | Buy |
3,232
+145
| +5% | +$27.5K | 0.38% | 72 |
|
|
2018
Q4 | $548K | Sell |
3,087
-30
| -1% | -$5.33K | 0.4% | 70 |
|
|
2018
Q3 | $522K | Buy |
3,117
+337
| +12% | +$56.4K | 0.34% | 88 |
|
|
2018
Q2 | $436K | Hold |
2,780
| – | – | 0.32% | 92 |
|
|
2018
Q1 | $435K | Buy |
2,780
+37
| +1% | +$5.79K | 0.33% | 85 |
|
|
2017
Q4 | $472K | Buy |
2,743
+215
| +9% | +$37K | 0.35% | 80 |
|
|
2017
Q3 | $396K | Sell |
2,528
-127
| -5% | -$19.9K | 0.32% | 90 |
|
|
2017
Q2 | $407K | Buy |
2,655
+84
| +3% | +$12.9K | 0.34% | 81 |
|
|
2017
Q1 | $333K | Sell |
2,571
-336
| -12% | -$43.5K | 0.29% | 97 |
|
|
2016
Q4 | $354K | Sell |
2,907
-173
| -6% | -$21.1K | 0.3% | 93 |
|
|
2016
Q3 | $355K | Buy |
3,080
+128
| +4% | +$14.8K | 0.3% | 88 |
|
|
2016
Q2 | $355K | Buy |
2,952
+102
| +4% | +$12.3K | 0.21% | 126 |
|
|
2016
Q1 | $358K | Sell |
2,850
-1,744
| -38% | -$219K | 0.23% | 121 |
|
|
2015
Q4 | $543K | Sell |
4,594
-1,016
| -18% | -$120K | 0.31% | 104 |
|
|
2015
Q3 | $553K | Buy |
5,610
+115
| +2% | +$11.3K | 0.36% | 91 |
|
|
2015
Q2 | $522K | Sell |
5,495
-27
| -0.5% | -$2.57K | 0.3% | 110 |
|
|
2015
Q1 | $538K | Sell |
5,522
-1,865
| -25% | -$182K | 0.33% | 106 |
|
|
2014
Q4 | $692K | Buy |
+7,387
| New | +$692K | 0.52% | 60 |
|