Buffington Mohr McNeal’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-826
| Closed | -$240K | – | 128 |
|
|
2024
Q4 | $240K | Buy |
826
+16
| +2% | +$4.64K | 0.04% | 122 |
|
|
2024
Q3 | $247K | Sell |
810
-89
| -10% | -$27.1K | 0.04% | 121 |
|
|
2024
Q2 | $229K | Sell |
899
-110
| -11% | -$28K | 0.04% | 118 |
|
|
2024
Q1 | $285K | Buy |
1,009
+5
| +0.5% | +$1.41K | 0.05% | 113 |
|
|
2023
Q4 | $298K | Hold |
1,004
| – | – | 0.06% | 108 |
|
|
2023
Q3 | $265K | Hold |
1,004
| – | – | 0.06% | 111 |
|
|
2023
Q2 | $300K | Buy |
+1,004
| New | +$300K | 0.06% | 109 |
|
|
2020
Q3 | – | Sell |
-1,112
| Closed | -$205K | – | 119 |
|
|
2020
Q2 | $205K | Buy |
+1,112
| New | +$205K | 0.06% | 114 |
|
|
2020
Q1 | – | Sell |
-1,112
| Closed | -$220K | – | 109 |
|
|
2019
Q4 | $220K | Hold |
1,112
| – | – | 0.06% | 109 |
|
|
2019
Q3 | $239K | Buy |
+1,112
| New | +$239K | 0.07% | 108 |
|
|
2019
Q2 | – | Sell |
-911
| Closed | -$173K | – | 241 |
|
|
2019
Q1 | $173K | Buy |
+911
| New | +$173K | 0.06% | 126 |
|
|
2017
Q1 | – | Sell |
-955
| Closed | -$116K | – | 122 |
|
|
2016
Q4 | $116K | Buy |
+955
| New | +$116K | 0.04% | 155 |
|