CP
Camelot Portfolios’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-149
| Closed | -$38K | – | 380 |
|
|
2024
Q2 | $38K | Buy |
+149
| New | +$38K | 0.02% | 315 |
|
|
2020
Q1 | – | Sell |
-1,045
| Closed | -$207K | – | 229 |
|
|
2019
Q4 | $207K | Buy |
+1,045
| New | +$207K | 0.09% | 211 |
|
|
2016
Q2 | – | Sell |
-2,319
| Closed | -$291K | – | 174 |
|
|
2016
Q1 | $291K | Sell |
2,319
-750
| -24% | -$94.1K | 0.18% | 114 |
|
|
2015
Q4 | $363K | Sell |
3,069
-257
| -8% | -$30.4K | 0.23% | 101 |
|
|
2015
Q3 | $328K | Sell |
3,326
-10,634
| -76% | -$1.05M | 0.22% | 113 |
|
|
2015
Q2 | $1.33M | Buy |
13,960
+1,543
| +12% | +$147K | 0.77% | 33 |
|
|
2015
Q1 | $1.21M | Sell |
12,417
-1,055
| -8% | -$103K | 0.7% | 39 |
|
|
2014
Q4 | $1.26M | Buy |
13,472
+91
| +0.7% | +$8.52K | 0.73% | 37 |
|
|
2014
Q3 | $1.27M | Buy |
13,381
+2,641
| +25% | +$250K | 0.74% | 35 |
|
|
2014
Q2 | $1.08M | Buy |
10,740
+10
| +0.1% | +$1.01K | 0.7% | 43 |
|
|
2014
Q1 | $1.05M | Buy |
10,730
+290
| +3% | +$28.4K | 0.71% | 37 |
|
|
2013
Q4 | $1.01M | Buy |
10,440
+8,350
| +400% | +$810K | 0.65% | 45 |
|
|
2013
Q3 | $201K | Hold |
2,090
| – | – | 0.15% | 135 |
|
|
2013
Q2 | $207K | Buy |
+2,090
| New | +$207K | 0.16% | 128 |
|