Diversified’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $948K | Buy |
3,114
+91
| +3% | +$27.7K | 0.1% | 76 |
|
|
2024
Q2 | $770K | Buy |
3,023
+121
| +4% | +$30.8K | 0.09% | 85 |
|
|
2024
Q1 | $818K | Buy |
2,902
+398
| +16% | +$112K | 0.11% | 53 |
|
|
2023
Q4 | $743K | Buy |
2,504
+264
| +12% | +$78.3K | 0.16% | 51 |
|
|
2023
Q3 | $590K | Hold |
2,240
| – | – | 0.15% | 59 |
|
|
2023
Q2 | $668K | Buy |
2,240
+55
| +3% | +$16.4K | 0.17% | 53 |
|
|
2023
Q1 | $611K | Sell |
2,185
-791
| -27% | -$221K | 0.22% | 59 |
|
|
2022
Q4 | $784K | Buy |
2,976
+1,148
| +63% | +$303K | 0.31% | 44 |
|
|
2022
Q3 | $422K | Buy |
+1,828
| New | +$422K | 0.21% | 61 |
|
|
2022
Q1 | – | Sell |
-765
| Closed | -$205K | – | 119 |
|
|
2021
Q4 | $205K | Buy |
+765
| New | +$205K | 0.09% | 111 |
|
|
2021
Q1 | – | Sell |
-463
| Closed | -$102K | – | 228 |
|
|
2020
Q4 | $102K | Buy |
+463
| New | +$102K | 0.09% | 138 |
|