CLA (CliftonLarsonAllen) Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,687
| Closed | -$1.13M | – | 242 |
|
|
2021
Q3 | $1.13M | Buy |
4,687
+546
| +13% | +$132K | 0.04% | 135 |
|
|
2021
Q2 | $957K | Buy |
+4,141
| New | +$957K | 0.04% | 152 |
|
|
2019
Q1 | – | Sell |
-20,916
| Closed | -$3.71M | – | 126 |
|
|
2018
Q4 | $3.71M | Buy |
20,916
+986
| +5% | +$175K | 0.37% | 45 |
|
|
2018
Q3 | $3.33M | Sell |
19,930
-9
| -0% | -$1.51K | 0.31% | 47 |
|
|
2018
Q2 | $3.12M | Buy |
19,939
+476
| +2% | +$74.6K | 0.31% | 51 |
|
|
2018
Q1 | $3.04M | Buy |
19,463
+258
| +1% | +$40.4K | 0.3% | 46 |
|
|
2017
Q4 | $3.31M | Sell |
19,205
-5,719
| -23% | -$984K | 0.34% | 44 |
|
|
2017
Q3 | $3.91M | Buy |
24,924
+645
| +3% | +$101K | 0.41% | 40 |
|
|
2017
Q2 | $3.72M | Sell |
24,279
-40
| -0.2% | -$6.13K | 0.42% | 40 |
|
|
2017
Q1 | $3.15M | Buy |
24,319
+129
| +0.5% | +$16.7K | 0.35% | 43 |
|
|
2016
Q4 | $2.94M | Buy |
24,190
+614
| +3% | +$74.7K | 0.34% | 46 |
|
|
2016
Q3 | $2.72M | Buy |
23,576
+5,799
| +33% | +$669K | 0.33% | 44 |
|
|
2016
Q2 | $2.14M | Buy |
17,777
+1,684
| +10% | +$203K | 0.31% | 48 |
|
|
2016
Q1 | $2.02M | Buy |
16,093
+1,173
| +8% | +$147K | 0.32% | 51 |
|
|
2015
Q4 | $1.76M | Sell |
14,920
-180
| -1% | -$21.3K | 0.3% | 56 |
|
|
2015
Q3 | $1.49M | Buy |
15,100
+1,115
| +8% | +$110K | 0.28% | 61 |
|
|
2015
Q2 | $1.33M | Sell |
13,985
-946
| -6% | -$90K | 0.27% | 52 |
|
|
2015
Q1 | $1.46M | Buy |
14,931
+440
| +3% | +$42.9K | 0.32% | 47 |
|
|
2014
Q4 | $1.36M | Buy |
14,491
+340
| +2% | +$31.9K | 0.29% | 45 |
|
|
2014
Q3 | $1.34M | Sell |
14,151
-130
| -0.9% | -$12.3K | 0.29% | 45 |
|
|
2014
Q2 | $1.44M | Buy |
14,281
+106
| +0.7% | +$10.7K | 0.28% | 49 |
|
|
2014
Q1 | $1.39M | Sell |
14,175
-99
| -0.7% | -$9.71K | 0.31% | 49 |
|
|
2013
Q4 | $1.39M | Buy |
+14,274
| New | +$1.39M | 0.35% | 49 |
|