Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.17M | Hold |
4,725
| – | – | 0.13% | 67 |
|
|
2022
Q1 | $1.17M | Hold |
4,725
| – | – | 0.13% | 70 |
|
|
2021
Q4 | $1.27M | Sell |
4,725
-135
| -3% | -$36.2K | 0.14% | 70 |
|
|
2021
Q3 | $1.17M | Hold |
4,860
| – | – | 0.13% | 71 |
|
|
2021
Q2 | $1.12M | Buy |
4,860
+175
| +4% | +$40.4K | 0.14% | 71 |
|
|
2021
Q1 | $1.05M | Buy |
4,685
+148
| +3% | +$33.2K | 0.16% | 65 |
|
|
2020
Q4 | $974K | Hold |
4,537
| – | – | 0.16% | 63 |
|
|
2020
Q3 | $996K | Buy |
4,537
+32
| +0.7% | +$7.02K | 0.18% | 61 |
|
|
2020
Q2 | $831K | Buy |
4,505
+1,430
| +47% | +$264K | 0.18% | 63 |
|
|
2020
Q1 | $508K | Sell |
3,075
-55
| -2% | -$9.09K | 0.27% | 45 |
|
|
2019
Q4 | $619K | Sell |
3,130
-142
| -4% | -$28.1K | 0.29% | 49 |
|
|
2019
Q3 | $703K | Hold |
3,272
| – | – | 0.36% | 40 |
|
|
2019
Q2 | $679K | Hold |
3,272
| – | – | 0.35% | 40 |
|
|
2019
Q1 | $621K | Hold |
3,272
| – | – | 0.34% | 45 |
|
|
2018
Q4 | $581K | Hold |
3,272
| – | – | 0.35% | 42 |
|
|
2018
Q3 | $547K | Hold |
3,272
| – | – | 0.29% | 51 |
|
|
2018
Q2 | $513K | Hold |
3,272
| – | – | 0.3% | 50 |
|
|
2018
Q1 | $512K | Buy |
3,272
+667
| +26% | +$104K | 0.32% | 49 |
|
|
2017
Q4 | $448K | Buy |
2,605
+480
| +23% | +$82.6K | 0.29% | 53 |
|
|
2017
Q3 | $333K | Buy |
+2,125
| New | +$333K | 0.23% | 54 |
|