BAM
Bruderman Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1M | Buy |
4,054
+141
| +4% | +$34.8K | 1.8% | 21 |
|
|
2022
Q1 | $968K | Sell |
3,913
-1,684
| -30% | -$417K | 1.46% | 25 |
|
|
2021
Q4 | $1.5M | Sell |
5,597
-7,569
| -57% | -$2.03M | 1.15% | 30 |
|
|
2021
Q3 | $3.17M | Buy |
13,166
+714
| +6% | +$172K | 0.8% | 46 |
|
|
2021
Q2 | $2.88M | Buy |
12,452
+279
| +2% | +$64.5K | 0.89% | 39 |
|
|
2021
Q1 | $2.73M | Buy |
12,173
+353
| +3% | +$79.1K | 0.76% | 47 |
|
|
2020
Q4 | $2.54M | Buy |
11,820
+923
| +8% | +$198K | 0.74% | 45 |
|
|
2020
Q3 | $2.39M | Sell |
10,897
-8,464
| -44% | -$1.86M | 0.79% | 43 |
|
|
2020
Q2 | $3.58M | Sell |
19,361
-9,338
| -33% | -$1.72M | 1.18% | 33 |
|
|
2020
Q1 | $4.54M | Buy |
28,699
+1,745
| +6% | +$276K | 1.8% | 18 |
|
|
2019
Q4 | $5.41M | Sell |
26,954
-4,479
| -14% | -$899K | 1.69% | 17 |
|
|
2019
Q3 | $6.09M | Sell |
31,433
-6,409
| -17% | -$1.24M | 1.54% | 20 |
|
|
2019
Q2 | $7.86M | Sell |
37,842
-2,759
| -7% | -$573K | 1.85% | 16 |
|
|
2019
Q1 | $7.71M | Sell |
40,601
-1,361
| -3% | -$258K | 1.69% | 18 |
|
|
2018
Q4 | $7.45M | Buy |
41,962
+2,348
| +6% | +$417K | 1.92% | 17 |
|
|
2018
Q3 | $6.63M | Buy |
39,614
+1,756
| +5% | +$294K | 1.52% | 21 |
|
|
2018
Q2 | $5.93M | Sell |
37,858
-1,687
| -4% | -$264K | 1.44% | 22 |
|
|
2018
Q1 | $6.18M | Buy |
39,545
+32
| +0.1% | +$5K | 1.48% | 21 |
|
|
2017
Q4 | $6.8M | Sell |
39,513
-1,324
| -3% | -$228K | 1.73% | 20 |
|
|
2017
Q3 | $6.4M | Sell |
40,837
-1,260
| -3% | -$197K | 1.66% | 21 |
|
|
2017
Q2 | $6.45M | Buy |
42,097
+7,768
| +23% | +$1.19M | 1.72% | 19 |
|
|
2017
Q1 | $4.45M | Buy |
34,329
+4,645
| +16% | +$602K | 1.28% | 26 |
|
|
2016
Q4 | $3.61M | Buy |
29,684
+3,210
| +12% | +$391K | 1.09% | 29 |
|
|
2016
Q3 | $3.05M | Buy |
26,474
+9,367
| +55% | +$1.08M | 0.91% | 33 |
|
|
2016
Q2 | $2.06M | Buy |
17,107
+2,719
| +19% | +$327K | 0.64% | 38 |
|
|
2016
Q1 | $1.81M | Sell |
14,388
-505
| -3% | -$63.5K | 0.63% | 40 |
|
|
2015
Q4 | $1.76M | Sell |
14,893
-2,537
| -15% | -$300K | 0.66% | 40 |
|
|
2015
Q3 | $1.72M | Sell |
17,430
-1,954
| -10% | -$192K | 0.68% | 39 |
|
|
2015
Q2 | $1.84M | Sell |
19,384
-3,258
| -14% | -$310K | 0.71% | 36 |
|
|
2015
Q1 | $2.21M | Buy |
+22,642
| New | +$2.21M | 0.86% | 29 |
|