DG
Davidson & Garrard’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $4.04M | Sell |
25,783
-1,470
| -5% | -$230K | 0.95% | 39 |
|
|
2017
Q2 | $4.17M | Sell |
27,253
-2,602
| -9% | -$399K | 0.99% | 37 |
|
|
2017
Q1 | $3.87M | Sell |
29,855
-1,303
| -4% | -$169K | 0.92% | 40 |
|
|
2016
Q4 | $3.79M | Sell |
31,158
-468
| -1% | -$57K | 0.94% | 38 |
|
|
2016
Q3 | $3.65M | Sell |
31,626
-339
| -1% | -$39.1K | 0.91% | 40 |
|
|
2016
Q2 | $3.85M | Sell |
31,965
-3,514
| -10% | -$423K | 0.95% | 36 |
|
|
2016
Q1 | $4.46M | Sell |
35,479
-7,127
| -17% | -$896K | 1.14% | 31 |
|
|
2015
Q4 | $5.03M | Sell |
42,606
-1,944
| -4% | -$230K | 1.25% | 23 |
|
|
2015
Q3 | $4.39M | Sell |
44,550
-975
| -2% | -$96.1K | 1.14% | 30 |
|
|
2015
Q2 | $4.33M | Sell |
45,525
-1,498
| -3% | -$142K | 1% | 32 |
|
|
2015
Q1 | $4.58M | Sell |
47,023
-1,240
| -3% | -$121K | 1.04% | 33 |
|
|
2014
Q4 | $4.52M | Buy |
48,263
+2,825
| +6% | +$265K | 1.05% | 33 |
|
|
2014
Q3 | $4.31M | Sell |
45,438
-2,590
| -5% | -$246K | 1.05% | 31 |
|
|
2014
Q2 | $4.84M | Sell |
48,028
-1,557
| -3% | -$157K | 1.16% | 31 |
|
|
2014
Q1 | $4.86M | Buy |
49,585
+611
| +1% | +$59.9K | 1.21% | 29 |
|
|
2013
Q4 | $4.75M | Sell |
48,974
-168
| -0.3% | -$16.3K | 1.21% | 27 |
|
|
2013
Q3 | $4.73M | Buy |
49,142
+1,805
| +4% | +$174K | 1.33% | 20 |
|
|
2013
Q2 | $4.69M | Buy |
+47,337
| New | +$4.69M | 1.4% | 20 |
|