D. Scott Neal’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-910
| Closed | -$210K | – | 60 |
|
|
2022
Q3 | $210K | Hold |
910
| – | – | 0.09% | 60 |
|
|
2022
Q2 | $225K | Hold |
910
| – | – | 0.09% | 56 |
|
|
2022
Q1 | $225K | Hold |
910
| – | – | 0.09% | 61 |
|
|
2021
Q4 | $244K | Hold |
910
| – | – | 0.09% | 54 |
|
|
2021
Q3 | $219K | Buy |
910
+8
| +0.9% | +$1.93K | 0.09% | 50 |
|
|
2021
Q2 | $208K | Hold |
902
| – | – | 0.09% | 49 |
|
|
2021
Q1 | $202K | Buy |
+902
| New | +$202K | 0.09% | 47 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$63K | – | 122 |
|
|
2018
Q1 | $63K | Hold |
400
| – | – | 0.04% | 72 |
|
|
2017
Q4 | $69K | Hold |
400
| – | – | 0.04% | 73 |
|
|
2017
Q3 | $63K | Hold |
400
| – | – | 0.04% | 74 |
|
|
2017
Q2 | $61K | Hold |
400
| – | – | 0.04% | 89 |
|
|
2017
Q1 | $52K | Hold |
400
| – | – | 0.03% | 78 |
|
|
2016
Q4 | $49K | Hold |
400
| – | – | 0.03% | 78 |
|
|
2016
Q3 | $46K | Sell |
400
-65
| -14% | -$7.48K | 0.04% | 75 |
|
|
2016
Q2 | $56K | Hold |
465
| – | – | 0.05% | 65 |
|
|
2016
Q1 | $58K | Buy |
465
+20
| +4% | +$2.5K | 0.05% | 57 |
|
|
2015
Q4 | $53K | Buy |
+445
| New | +$53K | 0.04% | 59 |
|