Boston Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $1.41M | Sell |
6,549
-170
| -3% | -$36.5K | 0.07% | 326 |
|
2019
Q2 | $1.4M | Buy |
6,719
+1
| +0% | +$208 | 0.07% | 279 |
|
2019
Q1 | $1.28M | Buy |
6,718
+45
| +0.7% | +$8.55K | 0.07% | 301 |
|
2018
Q4 | $1.19M | Sell |
6,673
-617
| -8% | -$110K | 0.07% | 283 |
|
2018
Q3 | $1.22M | Sell |
7,290
-150
| -2% | -$25.1K | 0.05% | 344 |
|
2018
Q2 | $1.17M | Buy |
7,440
+50
| +0.7% | +$7.84K | 0.03% | 350 |
|
2018
Q1 | $1.16M | Buy |
7,390
+85
| +1% | +$13.3K | 0.03% | 340 |
|
2017
Q4 | $1.26M | Sell |
7,305
-525
| -7% | -$90.3K | 0.03% | 332 |
|
2017
Q3 | $1.23M | Sell |
7,830
-150
| -2% | -$23.5K | 0.03% | 335 |
|
2017
Q2 | $1.22M | Hold |
7,980
| – | – | 0.03% | 352 |
|
2017
Q1 | $1.03M | Sell |
7,980
-200
| -2% | -$25.9K | 0.02% | 357 |
|
2016
Q4 | $996K | Sell |
8,180
-330
| -4% | -$40.2K | 0.02% | 361 |
|
2016
Q3 | $982K | Hold |
8,510
| – | – | 0.02% | 355 |
|
2016
Q2 | $1.02M | Buy |
8,510
+300
| +4% | +$36.1K | 0.03% | 347 |
|
2016
Q1 | $1.03M | Buy |
8,210
+300
| +4% | +$37.7K | 0.03% | 325 |
|
2015
Q4 | $934K | Buy |
7,910
+665
| +9% | +$78.5K | 0.02% | 335 |
|
2015
Q3 | $714K | Sell |
7,245
-649
| -8% | -$64K | 0.03% | 440 |
|
2015
Q2 | $750K | Sell |
7,894
-100
| -1% | -$9.5K | 0.03% | 352 |
|
2015
Q1 | $779K | Buy |
7,994
+79
| +1% | +$7.7K | 0.03% | 333 |
|
2014
Q4 | $742K | Sell |
7,915
-2,194
| -22% | -$206K | 0.03% | 292 |
|
2014
Q3 | $958K | Sell |
10,109
-1,020
| -9% | -$96.7K | 0.04% | 277 |
|
2014
Q2 | $1.12M | Sell |
11,129
-280
| -2% | -$28.2K | 0.05% | 270 |
|
2014
Q1 | $1.12M | Sell |
11,409
-390
| -3% | -$38.2K | 0.05% | 263 |
|
2013
Q4 | $1.15M | Sell |
11,799
-225
| -2% | -$21.8K | 0.05% | 254 |
|
2013
Q3 | $1.16M | Sell |
12,024
-125
| -1% | -$12K | 0.06% | 236 |
|
2013
Q2 | $1.2M | Buy |
+12,149
| New | +$1.2M | 0.06% | 222 |
|