Breiter Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $316K | Hold |
1,277
| – | – | 0.16% | 110 |
|
|
2021
Q4 | $342K | Sell |
1,277
-1,058
| -45% | -$283K | 0.17% | 104 |
|
|
2021
Q3 | $563K | Hold |
2,335
| – | – | 0.32% | 77 |
|
|
2021
Q2 | $539K | Buy |
+2,335
| New | +$539K | 0.29% | 77 |
|
|
2021
Q1 | – | Sell |
-2,258
| Closed | -$485K | – | 88 |
|
|
2020
Q4 | $485K | Hold |
2,258
| – | – | 0.34% | 75 |
|
|
2020
Q3 | $496K | Hold |
2,258
| – | – | 0.4% | 69 |
|
|
2020
Q2 | $417K | Hold |
2,258
| – | – | 0.39% | 68 |
|
|
2020
Q1 | $373K | Buy |
2,258
+1,200
| +113% | +$198K | 0.44% | 68 |
|
|
2019
Q4 | $209K | Hold |
1,058
| – | – | 0.23% | 81 |
|
|
2019
Q3 | $227K | Hold |
1,058
| – | – | 0.3% | 76 |
|
|
2019
Q2 | $220K | Buy |
+1,058
| New | +$220K | 0.29% | 75 |
|
|
2018
Q1 | – | Sell |
-1,390
| Closed | -$239K | – | 124 |
|
|
2017
Q4 | $239K | Buy |
+1,390
| New | +$239K | 0.34% | 98 |
|