Disciplined Investments’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 | – | Sell |
-186
| Closed | -$55.4K | – | 952 |
|
|
2023
Q2 | $55.4K | Sell |
186
-2
| -1% | -$596 | 0.03% | 191 |
|
|
2023
Q1 | $52.7K | Buy |
188
+56
| +42% | +$15.7K | 0.02% | 217 |
|
|
2022
Q4 | $34.8K | Sell |
132
-56
| -30% | -$14.8K | 0.02% | 237 |
|
|
2022
Q3 | $43K | Buy |
188
+2
| +1% | +$457 | 0.02% | 235 |
|
|
2022
Q2 | $46K | Buy |
186
+4
| +2% | +$989 | 0.02% | 227 |
|
|
2022
Q1 | $45K | Buy |
182
+25
| +16% | +$6.18K | 0.02% | 240 |
|
|
2021
Q4 | $42K | Hold |
157
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $38K | Hold |
157
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $36K | Buy |
157
+100
| +175% | +$22.9K | 0.02% | 218 |
|
|
2021
Q1 | $13K | Buy |
57
+19
| +50% | +$4.33K | 0.01% | 248 |
|
|
2020
Q4 | $8K | Sell |
38
-229
| -86% | -$48.2K | 0.01% | 238 |
|
|
2020
Q3 | $59K | Sell |
267
-33
| -11% | -$7.29K | 0.04% | 144 |
|
|
2020
Q2 | $55K | Hold |
300
| – | – | 0.04% | 153 |
|
|
2020
Q1 | $50K | Buy |
300
+1
| +0.3% | +$167 | 0.05% | 154 |
|
|
2019
Q4 | $59K | Buy |
+299
| New | +$59K | 0.05% | 153 |
|