CFA
Carroll Financial Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.06M | Buy |
15,143
+3,211
| +27% | +$861K | 0.22% | 77 |
|
|
2021
Q3 | $2.88M | Sell |
11,932
-156
| -1% | -$37.6K | 0.16% | 95 |
|
|
2021
Q2 | $2.79M | Buy |
12,088
+314
| +3% | +$72.5K | 0.16% | 95 |
|
|
2021
Q1 | $2.64M | Sell |
11,774
-33
| -0.3% | -$7.4K | 0.16% | 89 |
|
|
2020
Q4 | $2.53M | Sell |
11,807
-348
| -3% | -$74.7K | 0.17% | 83 |
|
|
2020
Q3 | $2.67M | Sell |
12,155
-179
| -1% | -$39.3K | 0.21% | 75 |
|
|
2020
Q2 | $2.28M | Sell |
12,334
-204
| -2% | -$37.6K | 0.19% | 80 |
|
|
2020
Q1 | $2.07M | Buy |
12,538
+80
| +0.6% | +$13.2K | 0.2% | 79 |
|
|
2019
Q4 | $2.46M | Sell |
12,458
-1,446
| -10% | -$286K | 0.2% | 78 |
|
|
2019
Q3 | $2.99M | Sell |
13,904
-184
| -1% | -$39.5K | 0.26% | 54 |
|
|
2019
Q2 | $2.93M | Buy |
14,088
+272
| +2% | +$56.5K | 0.25% | 57 |
|
|
2019
Q1 | $2.62M | Buy |
13,816
+2,518
| +22% | +$478K | 0.25% | 53 |
|
|
2018
Q4 | $2.04M | Sell |
11,298
-186
| -2% | -$33.5K | 0.23% | 62 |
|
|
2018
Q3 | $1.92M | Buy |
11,484
+825
| +8% | +$138K | 0.2% | 72 |
|
|
2018
Q2 | $1.67M | Sell |
10,659
-482
| -4% | -$75.5K | 0.18% | 79 |
|
|
2018
Q1 | $1.74M | Buy |
11,141
+530
| +5% | +$82.9K | 0.19% | 72 |
|
|
2017
Q4 | $1.83M | Sell |
10,611
-546
| -5% | -$94K | 0.2% | 68 |
|
|
2017
Q3 | $1.77M | Sell |
11,157
-669
| -6% | -$106K | 0.2% | 68 |
|
|
2017
Q2 | $1.81M | Buy |
11,826
+172
| +1% | +$26.3K | 0.22% | 66 |
|
|
2017
Q1 | $1.51M | Sell |
11,654
-166
| -1% | -$21.5K | 0.19% | 72 |
|
|
2016
Q4 | $1.44M | Sell |
11,820
-159
| -1% | -$19.3K | 0.21% | 68 |
|
|
2016
Q3 | $1.38M | Buy |
11,979
+582
| +5% | +$67.1K | 0.21% | 72 |
|
|
2016
Q2 | $1.37M | Buy |
11,397
+90
| +0.8% | +$10.8K | 0.23% | 68 |
|
|
2016
Q1 | $1.42M | Buy |
11,307
+316
| +3% | +$39.7K | 0.26% | 63 |
|
|
2015
Q4 | $1.3M | Sell |
10,991
-373
| -3% | -$44.1K | 0.27% | 60 |
|
|
2015
Q3 | $1.17M | Sell |
11,364
-825
| -7% | -$84.6K | 0.26% | 67 |
|
|
2015
Q2 | $1.16M | Buy |
12,189
+4,953
| +68% | +$471K | 0.26% | 62 |
|
|
2015
Q1 | $705K | Sell |
7,236
-276
| -4% | -$26.9K | 0.31% | 60 |
|
|
2014
Q4 | $707K | Sell |
7,512
-6,591
| -47% | -$620K | 0.45% | 47 |
|
|
2014
Q3 | $1.34M | Buy |
14,103
+1
| +0% | +$95 | 0.41% | 47 |
|
|
2014
Q2 | $1.42M | Sell |
14,102
-124
| -0.9% | -$12.5K | 0.4% | 52 |
|
|
2014
Q1 | $1.4M | Sell |
14,226
-54
| -0.4% | -$5.3K | 0.46% | 45 |
|
|
2013
Q4 | $1.39M | Buy |
14,280
+851
| +6% | +$82.5K | 0.49% | 43 |
|
|
2013
Q3 | $1.29M | Sell |
13,429
-371
| -3% | -$35.7K | 0.49% | 46 |
|
|
2013
Q2 | $1.37M | Buy |
+13,800
| New | +$1.37M | 0.67% | 36 |
|