Burleson & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.34M | Sell |
24,069
-1,635
| -6% | -$431K | 1.58% | 18 |
|
|
2022
Q3 | $5.93M | Buy |
25,704
+455
| +2% | +$105K | 1.28% | 23 |
|
|
2022
Q2 | $6.23M | Buy |
25,249
+17
| +0.1% | +$4.2K | 1.35% | 21 |
|
|
2022
Q1 | $6.24M | Buy |
25,232
+7,082
| +39% | +$1.75M | 1% | 30 |
|
|
2021
Q4 | $4.87M | Buy |
18,150
+1,040
| +6% | +$279K | 0.71% | 29 |
|
|
2021
Q3 | $4.13M | Buy |
17,110
+8
| +0% | +$1.93K | 0.61% | 31 |
|
|
2021
Q2 | $3.95M | Buy |
17,102
+74
| +0.4% | +$17.1K | 0.58% | 37 |
|
|
2021
Q1 | $3.82M | Sell |
17,028
-2,514
| -13% | -$564K | 0.62% | 29 |
|
|
2020
Q4 | $4.19M | Buy |
19,542
+20
| +0.1% | +$4.29K | 0.73% | 27 |
|
|
2020
Q3 | $4.23M | Buy |
19,522
+19
| +0.1% | +$4.12K | 0.8% | 29 |
|
|
2020
Q2 | $3.99M | Sell |
19,503
-3,279
| -14% | -$671K | 0.87% | 30 |
|
|
2020
Q1 | $4.13M | Buy |
22,782
+11,802
| +107% | +$2.14M | 1.08% | 25 |
|
|
2019
Q4 | $2.32M | Buy |
10,980
+6
| +0.1% | +$1.27K | 0.65% | 43 |
|
|
2019
Q3 | $2.19M | Buy |
10,974
+6
| +0.1% | +$1.2K | 0.76% | 37 |
|
|
2019
Q2 | $2.32M | Buy |
10,968
+6
| +0.1% | +$1.27K | 0.98% | 29 |
|
|
2019
Q1 | $2.17M | Buy |
10,962
+278
| +3% | +$54.9K | 0.92% | 29 |
|
|
2018
Q4 | $1.95M | Buy |
10,684
+831
| +8% | +$152K | 1.01% | 29 |
|
|
2018
Q3 | $1.84M | Buy |
9,853
+1,087
| +12% | +$203K | 1.03% | 28 |
|
|
2018
Q2 | $1.37M | Buy |
8,766
+1
| +0% | +$157 | 0.8% | 41 |
|
|
2018
Q1 | $1.37M | Hold |
8,765
| – | – | 0.89% | 39 |
|
|
2017
Q4 | $1.51M | Buy |
+8,765
| New | +$1.51M | 0.97% | 32 |
|