Column Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $758K | Hold |
2,878
| – | – | 0.11% | 69 |
|
|
2023
Q2 | $859K | Hold |
2,878
| – | – | 0.12% | 63 |
|
|
2023
Q1 | $805K | Buy |
2,878
+500
| +21% | +$140K | 0.12% | 63 |
|
|
2022
Q4 | $627K | Buy |
2,378
+16
| +0.7% | +$4.22K | 0.1% | 62 |
|
|
2022
Q3 | $545K | Hold |
2,362
| – | – | 0.11% | 58 |
|
|
2022
Q2 | $583K | Hold |
2,362
| – | – | 0.11% | 57 |
|
|
2022
Q1 | $584K | Sell |
2,362
-3
| -0.1% | -$742 | 0.11% | 64 |
|
|
2021
Q4 | $634K | Hold |
2,365
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $570K | Hold |
2,365
| – | – | 0.12% | 61 |
|
|
2021
Q2 | $546K | Hold |
2,365
| – | – | 0.11% | 67 |
|
|
2021
Q1 | $530K | Hold |
2,365
| – | – | 0.12% | 63 |
|
|
2020
Q4 | $507K | Sell |
2,365
-230
| -9% | -$49.3K | 0.13% | 57 |
|
|
2020
Q3 | $570K | Sell |
2,595
-246
| -9% | -$54K | 0.17% | 47 |
|
|
2020
Q2 | $524K | Sell |
2,841
-83
| -3% | -$15.3K | 0.18% | 49 |
|
|
2020
Q1 | $483K | Buy |
2,924
+135
| +5% | +$22.3K | 0.2% | 44 |
|
|
2019
Q4 | $551K | Buy |
+2,789
| New | +$551K | 0.28% | 37 |
|