Concert Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,336
| Closed | -$1.01M | – | 318 |
|
|
2017
Q1 | $1.01M | Buy |
8,336
+380
| +5% | +$46K | 0.23% | 125 |
|
|
2016
Q4 | $963K | Sell |
7,956
-17,941
| -69% | -$2.17M | 0.21% | 134 |
|
|
2016
Q3 | $2.99M | Sell |
25,897
-420
| -2% | -$48.5K | 0.36% | 53 |
|
|
2016
Q2 | $3.16M | Buy |
26,317
+1,113
| +4% | +$134K | 0.43% | 42 |
|
|
2016
Q1 | $3.17M | Buy |
25,204
+370
| +1% | +$46.6K | 0.42% | 48 |
|
|
2015
Q4 | $2.94M | Buy |
24,834
+939
| +4% | +$111K | 0.39% | 52 |
|
|
2015
Q3 | $2.35M | Buy |
23,895
+974
| +4% | +$96K | 0.32% | 62 |
|
|
2015
Q2 | $2.19M | Sell |
22,921
-1,036
| -4% | -$98.9K | 0.28% | 77 |
|
|
2015
Q1 | $1.64M | Buy |
23,957
+2,113
| +10% | +$145K | 0.47% | 49 |
|
|
2014
Q4 | $2.04M | Buy |
21,844
+16,445
| +305% | +$1.53M | 0.31% | 74 |
|
|
2014
Q3 | $507K | Sell |
5,399
-256
| -5% | -$24K | 0.07% | 256 |
|
|
2014
Q2 | $552K | Sell |
5,655
-41
| -0.7% | -$4K | 0.07% | 253 |
|
|
2014
Q1 | $554K | Sell |
5,696
-485
| -8% | -$47.2K | 0.07% | 253 |
|
|
2013
Q4 | $598K | Sell |
6,181
-1,411
| -19% | -$137K | 0.08% | 221 |
|
|
2013
Q3 | $732K | Sell |
7,592
-5,721
| -43% | -$552K | 0.1% | 183 |
|
|
2013
Q2 | $1.31M | Buy |
+13,313
| New | +$1.31M | 0.2% | 69 |
|