Boston Financial 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
Q4 | $2.99M | Buy |
10,326
+47
| +0.5% | +$13.6K | 0.09% | 120 |
|
|
2024
Q3 | $3.13M | Sell |
10,279
-1,003
| -9% | -$305K | 0.09% | 122 |
|
|
2024
Q2 | $2.88M | Buy |
11,282
+102
| +0.9% | +$26K | 0.09% | 121 |
|
|
2024
Q1 | $3.15M | Sell |
11,180
-56
| -0.5% | -$15.8K | 0.1% | 120 |
|
|
2023
Q4 | $3.33M | Sell |
11,236
-1,009
| -8% | -$299K | 0.11% | 112 |
|
|
2023
Q3 | $3.23M | Buy |
12,245
+92
| +0.8% | +$24.2K | 0.12% | 113 |
|
|
2023
Q2 | $3.63M | Sell |
12,153
-748
| -6% | -$223K | 0.13% | 109 |
|
|
2023
Q1 | $3.61M | Sell |
12,901
-294
| -2% | -$82.2K | 0.14% | 109 |
|
|
2022
Q4 | $3.48M | Buy |
13,195
+287
| +2% | +$75.6K | 0.14% | 105 |
|
|
2022
Q3 | $2.98M | Buy |
12,908
+1,622
| +14% | +$374K | 0.13% | 103 |
|
|
2022
Q2 | $2.79M | Buy |
11,286
+699
| +7% | +$173K | 0.12% | 103 |
|
|
2022
Q1 | $2.62M | Buy |
10,587
+947
| +10% | +$234K | 0.1% | 111 |
|
|
2021
Q4 | $2.58M | Buy |
9,640
+136
| +1% | +$36.5K | 0.09% | 102 |
|
|
2021
Q3 | $2.29M | Buy |
9,504
+42
| +0.4% | +$10.1K | 0.09% | 100 |
|
|
2021
Q2 | $2.19M | Sell |
9,462
-913
| -9% | -$211K | 0.09% | 98 |
|
|
2021
Q1 | $2.33M | Sell |
10,375
-2,385
| -19% | -$534K | 0.1% | 93 |
|
|
2020
Q4 | $2.74M | Sell |
12,760
-1,636
| -11% | -$351K | 0.12% | 85 |
|
|
2020
Q3 | $3.16M | Sell |
14,396
-725
| -5% | -$159K | 0.15% | 82 |
|
|
2020
Q2 | $2.79M | Buy |
15,121
+1,812
| +14% | +$334K | 0.15% | 84 |
|
|
2020
Q1 | $2.2M | Sell |
13,309
-1,512
| -10% | -$250K | 0.14% | 89 |
|
|
2019
Q4 | $2.93M | Sell |
14,821
-416
| -3% | -$82.2K | 0.16% | 95 |
|
|
2019
Q3 | $3.27M | Buy |
15,237
+317
| +2% | +$68.1K | 0.19% | 98 |
|
|
2019
Q2 | $3.1M | Sell |
14,920
-827
| -5% | -$172K | 0.18% | 100 |
|
|
2019
Q1 | $2.99M | Sell |
15,747
-790
| -5% | -$150K | 0.18% | 101 |
|
|
2018
Q4 | $2.94M | Sell |
16,537
-670
| -4% | -$119K | 0.2% | 100 |
|
|
2018
Q3 | $2.88M | Sell |
17,207
-980
| -5% | -$164K | 0.17% | 110 |
|
|
2018
Q2 | $2.85M | Sell |
18,187
-1,395
| -7% | -$219K | 0.19% | 112 |
|
|
2018
Q1 | $3.06M | Sell |
19,582
-510
| -3% | -$79.7K | 0.21% | 113 |
|
|
2017
Q4 | $3.46M | Sell |
20,092
-299
| -1% | -$51.5K | 0.23% | 114 |
|
|
2017
Q3 | $3.2M | Sell |
20,391
-7,188
| -26% | -$1.13M | 0.23% | 118 |
|
|
2017
Q2 | $4.22M | Sell |
27,579
-3,845
| -12% | -$589K | 0.3% | 109 |
|
|
2017
Q1 | $4.07M | Buy |
31,424
+742
| +2% | +$96.2K | 0.3% | 109 |
|
|
2016
Q4 | $3.74M | Sell |
30,682
-923
| -3% | -$112K | 0.29% | 112 |
|
|
2016
Q3 | $3.65M | Sell |
31,605
-363
| -1% | -$41.9K | 0.3% | 116 |
|
|
2016
Q2 | $3.85M | Buy |
31,968
+2,088
| +7% | +$251K | 0.31% | 110 |
|
|
2016
Q1 | $3.76M | Sell |
29,880
-604
| -2% | -$75.9K | 0.56% | 68 |
|
|
2015
Q4 | $3.6M | Sell |
30,484
-676
| -2% | -$79.9K | 0.52% | 71 |
|
|
2015
Q3 | $3.07M | Sell |
31,160
-1,077
| -3% | -$106K | 0.43% | 80 |
|
|
2015
Q2 | $3.07M | Sell |
32,237
-6,595
| -17% | -$627K | 0.39% | 81 |
|
|
2015
Q1 | $3.78M | Sell |
38,832
-2,726
| -7% | -$266K | 0.47% | 70 |
|
|
2014
Q4 | $3.89M | Sell |
41,558
-10,706
| -20% | -$1M | 0.49% | 73 |
|
|
2014
Q3 | $4.96M | Sell |
52,264
-10,548
| -17% | -$1M | 0.65% | 51 |
|
|
2014
Q2 | $6.33M | Sell |
62,812
-1,040
| -2% | -$105K | 0.83% | 37 |
|
|
2014
Q1 | $6.26M | Sell |
63,852
-11,919
| -16% | -$1.17M | 0.84% | 37 |
|
|
2013
Q4 | $7.35M | Sell |
75,771
-7,068
| -9% | -$686K | 1.01% | 27 |
|
|
2013
Q3 | $7.97M | Buy |
82,839
+782
| +1% | +$75.2K | 1.2% | 15 |
|
|
2013
Q2 | $8.12M | Buy |
+82,057
| New | +$8.12M | 1.25% | 16 |
|