Blue Bell Private Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-186
| Closed | -$47.3K | – | 703 |
|
|
2024
Q2 | $47.3K | Buy |
186
+23
| +14% | +$5.85K | 0.01% | 360 |
|
|
2024
Q1 | $45.8K | Buy |
163
+2
| +1% | +$562 | 0.01% | 365 |
|
|
2023
Q4 | $47.6K | Buy |
161
+38
| +31% | +$11.2K | 0.01% | 325 |
|
|
2023
Q3 | $32.3K | Buy |
123
+42
| +52% | +$11K | 0.01% | 309 |
|
|
2023
Q2 | $24K | Hold |
81
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $22.5K | Hold |
81
| – | – | 0.01% | 304 |
|
|
2022
Q4 | $21.2K | Hold |
81
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $19K | Sell |
81
-10
| -11% | -$2.35K | 0.01% | 301 |
|
|
2022
Q2 | $22K | Hold |
91
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $22K | Hold |
91
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $24K | Buy |
+91
| New | +$24K | 0.01% | 278 |
|
|
2014
Q2 | – | Sell |
-225
| Closed | -$22K | – | 421 |
|
|
2014
Q1 | $22K | Buy |
225
+2
| +0.9% | +$196 | 0.01% | 288 |
|
|
2013
Q4 | $22K | Buy |
+223
| New | +$22K | 0.02% | 302 |
|