Cedar Brook Financial Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,502
| Closed | -$987K | – | 253 |
|
|
2024
Q1 | $987K | Buy |
3,502
+41
| +1% | +$11.6K | 0.2% | 124 |
|
|
2023
Q4 | $1.02M | Buy |
3,461
+1,011
| +41% | +$297K | 0.23% | 107 |
|
|
2023
Q3 | $645K | Sell |
2,450
-176
| -7% | -$46.4K | 0.17% | 138 |
|
|
2023
Q2 | $784K | Sell |
2,626
-118
| -4% | -$35.2K | 0.19% | 124 |
|
|
2023
Q1 | $767K | Buy |
2,744
+194
| +8% | +$54.3K | 0.2% | 122 |
|
|
2022
Q4 | $672K | Buy |
2,550
+48
| +2% | +$12.6K | 0.19% | 134 |
|
|
2022
Q3 | $577K | Buy |
2,502
+145
| +6% | +$33.5K | 0.19% | 138 |
|
|
2022
Q2 | $582K | Buy |
2,357
+53
| +2% | +$13.1K | 0.18% | 140 |
|
|
2022
Q1 | $570K | Sell |
2,304
-129
| -5% | -$31.9K | 0.15% | 163 |
|
|
2021
Q4 | $652K | Buy |
2,433
+479
| +25% | +$128K | 0.17% | 148 |
|
|
2021
Q3 | $471K | Sell |
1,954
-529
| -21% | -$128K | 0.14% | 173 |
|
|
2021
Q2 | $573K | Buy |
2,483
+463
| +23% | +$107K | 0.17% | 154 |
|
|
2021
Q1 | $453K | Sell |
2,020
-55
| -3% | -$12.3K | 0.16% | 156 |
|
|
2020
Q4 | $445K | Sell |
2,075
-21
| -1% | -$4.5K | 0.16% | 158 |
|
|
2020
Q3 | $460K | Buy |
2,096
+38
| +2% | +$8.34K | 0.18% | 147 |
|
|
2020
Q2 | $380K | Buy |
2,058
+21
| +1% | +$3.88K | 0.17% | 159 |
|
|
2020
Q1 | $337K | Buy |
2,037
+155
| +8% | +$25.6K | 0.19% | 157 |
|
|
2019
Q4 | $372K | Sell |
1,882
-302
| -14% | -$59.7K | 0.16% | 172 |
|
|
2019
Q3 | $469K | Buy |
2,184
+13
| +0.6% | +$2.79K | 0.21% | 150 |
|
|
2019
Q2 | $451K | Buy |
2,171
+34
| +2% | +$7.06K | 0.21% | 156 |
|
|
2019
Q1 | $406K | Buy |
2,137
+39
| +2% | +$7.41K | 0.2% | 159 |
|
|
2018
Q4 | $372K | Buy |
+2,098
| New | +$372K | 0.23% | 149 |
|