Cowen Prime 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
Q2 | $48K | Sell |
161
-500
| -76% | -$149K | 0.02% | 134 |
|
2023
Q1 | $195K | Hold |
661
| – | – | 0.08% | 87 |
|
2022
Q4 | $174K | Hold |
661
| – | – | 0.07% | 88 |
|
2022
Q3 | $153K | Hold |
661
| – | – | 0.09% | 79 |
|
2022
Q2 | $163K | Hold |
661
| – | – | 0.09% | 80 |
|
2022
Q1 | $163K | Hold |
661
| – | – | 0.07% | 87 |
|
2021
Q4 | $177K | Hold |
661
| – | – | 0.06% | 84 |
|
2021
Q3 | $159K | Hold |
661
| – | – | 0.06% | 87 |
|
2021
Q2 | $153K | Hold |
661
| – | – | 0.06% | 85 |
|
2021
Q1 | $148K | Hold |
661
| – | – | 0.06% | 88 |
|
2020
Q4 | $142K | Hold |
661
| – | – | 0.06% | 82 |
|
2020
Q3 | $145K | Hold |
661
| – | – | 0.07% | 79 |
|
2020
Q2 | $163K | Hold |
661
| – | – | 0.09% | 80 |
|
2020
Q1 | $109K | Hold |
661
| – | – | 0.07% | 89 |
|
2019
Q4 | $131K | Hold |
661
| – | – | 0.06% | 85 |
|
2019
Q3 | $142K | Hold |
661
| – | – | 0.07% | 76 |
|
2019
Q2 | $137K | Hold |
661
| – | – | 0.07% | 82 |
|
2019
Q1 | $126K | Hold |
661
| – | – | 0.07% | 79 |
|
2018
Q4 | $117K | Hold |
661
| – | – | 0.07% | 84 |
|
2018
Q3 | $111K | Hold |
661
| – | – | 0.05% | 108 |
|
2018
Q2 | $104K | Hold |
661
| – | – | 0.05% | 105 |
|
2018
Q1 | $103K | Buy |
661
+21
| +3% | +$3.27K | 0.06% | 104 |
|
2017
Q4 | $110K | Hold |
640
| – | – | 0.05% | 110 |
|
2017
Q3 | $100K | Hold |
640
| – | – | 0.05% | 103 |
|
2017
Q2 | $98K | Hold |
640
| – | – | 0.05% | 108 |
|
2017
Q1 | $83K | Hold |
640
| – | – | 0.04% | 113 |
|
2016
Q4 | $78K | Hold |
640
| – | – | 0.04% | 111 |
|
2016
Q3 | $74K | Hold |
640
| – | – | 0.03% | 147 |
|
2016
Q2 | $77K | Sell |
640
-700
| -52% | -$84.2K | 0.04% | 129 |
|
2016
Q1 | $168K | Hold |
1,340
| – | – | 0.08% | 103 |
|
2015
Q4 | $158K | Buy |
1,340
+700
| +109% | +$82.5K | 0.07% | 105 |
|
2015
Q3 | $63K | Hold |
640
| – | – | 0.03% | 143 |
|
2015
Q2 | $61K | Hold |
640
| – | – | 0.02% | 152 |
|
2015
Q1 | $62K | Hold |
640
| – | – | 0.03% | 170 |
|
2014
Q4 | $60K | Hold |
640
| – | – | 0.02% | 184 |
|
2014
Q3 | $61K | Hold |
640
| – | – | 0.03% | 172 |
|
2014
Q2 | $64K | Hold |
640
| – | – | 0.03% | 158 |
|
2014
Q1 | $63K | Hold |
640
| – | – | 0.02% | 163 |
|
2013
Q4 | $62K | Sell |
640
-100
| -14% | -$9.69K | 0.02% | 167 |
|
2013
Q3 | $71K | Buy |
740
+100
| +16% | +$9.6K | 0.03% | 167 |
|
2013
Q2 | $64K | Buy |
+640
| New | +$64K | 0.03% | 165 |
|