Brendel Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,504
| Closed | -$3.41M | – | 83 |
|
|
2023
Q4 | $3.41M | Buy |
+11,504
| New | +$3.41M | 2.23% | 11 |
|
|
2021
Q3 | – | Sell |
-152
| Closed | -$35K | – | 190 |
|
|
2021
Q2 | $35K | Buy |
+152
| New | +$35K | 0.02% | 185 |
|
|
2019
Q4 | – | Sell |
-12,717
| Closed | -$2.73M | – | 88 |
|
|
2019
Q3 | $2.73M | Buy |
+12,717
| New | +$2.73M | 2.45% | 10 |
|