Bridge Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-971
| Closed | -$256K | – | 137 |
|
|
2023
Q3 | $256K | Buy |
971
+19
| +2% | +$5.01K | 0.09% | 129 |
|
|
2023
Q2 | $284K | Buy |
952
+19
| +2% | +$5.67K | 0.1% | 107 |
|
|
2023
Q1 | $261K | Buy |
933
+103
| +12% | +$28.8K | 0.1% | 104 |
|
|
2022
Q4 | $219K | Buy |
+830
| New | +$219K | 0.09% | 121 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$201K | – | 119 |
|
|
2022
Q2 | $201K | Buy |
+800
| New | +$201K | 0.1% | 114 |
|
|
2022
Q1 | – | Sell |
-794
| Closed | -$213K | – | 101 |
|
|
2021
Q4 | $213K | Buy |
+794
| New | +$213K | 0.1% | 93 |
|