Brightworth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $805K | Buy |
3,490
+2
| +0.1% | +$461 | 0.09% | 73 |
|
|
2022
Q2 | $861K | Buy |
3,488
+62
| +2% | +$15.3K | 0.09% | 72 |
|
|
2022
Q1 | $847K | Buy |
3,426
+1,960
| +134% | +$485K | 0.09% | 72 |
|
|
2021
Q4 | $393K | Buy |
1,466
+16
| +1% | +$4.29K | 0.04% | 94 |
|
|
2021
Q3 | $349K | Buy |
1,450
+126
| +10% | +$30.3K | 0.03% | 93 |
|
|
2021
Q2 | $306K | Buy |
1,324
+3
| +0.2% | +$693 | 0.03% | 90 |
|
|
2021
Q1 | $296K | Hold |
1,321
| – | – | 0.03% | 87 |
|
|
2020
Q4 | $283K | Hold |
1,321
| – | – | 0.03% | 87 |
|
|
2020
Q3 | $290K | Hold |
1,321
| – | – | 0.03% | 74 |
|
|
2020
Q2 | $244K | Hold |
1,321
| – | – | 0.03% | 73 |
|
|
2020
Q1 | $218K | Sell |
1,321
-249
| -16% | -$41.1K | 0.04% | 74 |
|
|
2019
Q4 | $310K | Buy |
1,570
+66
| +4% | +$13K | 0.06% | 80 |
|
|
2019
Q3 | $323K | Hold |
1,504
| – | – | 0.07% | 69 |
|
|
2019
Q2 | $312K | Sell |
1,504
-111
| -7% | -$23K | 0.07% | 74 |
|
|
2019
Q1 | $307K | Sell |
1,615
-79
| -5% | -$15K | 0.06% | 76 |
|
|
2018
Q4 | $301K | Buy |
1,694
+102
| +6% | +$18.1K | 0.07% | 77 |
|
|
2018
Q3 | $266K | Buy |
1,592
+125
| +9% | +$20.9K | 0.06% | 79 |
|
|
2018
Q2 | $230K | Sell |
1,467
-1,453
| -50% | -$228K | 0.06% | 83 |
|
|
2018
Q1 | $457K | Buy |
2,920
+118
| +4% | +$18.5K | 0.11% | 73 |
|
|
2017
Q4 | $482K | Buy |
2,802
+275
| +11% | +$47.3K | 0.11% | 70 |
|
|
2017
Q3 | $396K | Buy |
+2,527
| New | +$396K | 0.1% | 78 |
|