Dixon Hubard Feinour & Brown’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.5M | Sell |
10,141
-237
| -2% | -$58.5K | 0.3% | 86 |
|
|
2022
Q1 | $2.57M | Sell |
10,378
-260
| -2% | -$64.3K | 0.26% | 99 |
|
|
2021
Q4 | $2.85M | Buy |
10,638
+5,211
| +96% | +$1.4M | 0.27% | 93 |
|
|
2021
Q3 | $1.31M | Sell |
5,427
-65
| -1% | -$15.7K | 0.28% | 73 |
|
|
2021
Q2 | $1.27M | Sell |
5,492
-5,841
| -52% | -$1.35M | 0.26% | 79 |
|
|
2021
Q1 | $2.51M | Buy |
11,333
+5,604
| +98% | +$1.24M | 0.31% | 74 |
|
|
2020
Q4 | $1.26M | Hold |
5,729
| – | – | 0.32% | 67 |
|
|
2020
Q3 | $1.26M | Sell |
5,729
-260
| -4% | -$57K | 0.32% | 67 |
|
|
2020
Q2 | $1.18M | Sell |
5,989
-432
| -7% | -$84.8K | 0.3% | 70 |
|
|
2020
Q1 | $1.06M | Sell |
6,421
-30
| -0.5% | -$4.96K | 0.36% | 57 |
|
|
2019
Q4 | $1.28M | Hold |
6,451
| – | – | 0.33% | 72 |
|
|
2019
Q3 | $1.39M | Buy |
6,451
+58
| +0.9% | +$12.5K | 0.38% | 60 |
|
|
2019
Q2 | $1.33M | Sell |
6,393
-701
| -10% | -$146K | 0.38% | 66 |
|
|
2019
Q1 | $1.35M | Buy |
7,094
+297
| +4% | +$56.4K | 0.41% | 62 |
|
|
2018
Q4 | $1.21M | Buy |
6,797
+975
| +17% | +$173K | 0.45% | 63 |
|
|
2018
Q3 | $974K | Hold |
5,822
| – | – | 0.27% | 84 |
|
|
2018
Q2 | $912K | Hold |
5,822
| – | – | 0.27% | 86 |
|
|
2018
Q1 | $910K | Sell |
5,822
-675
| -10% | -$106K | 0.25% | 90 |
|
|
2017
Q4 | $1.12M | Hold |
6,497
| – | – | 0.3% | 85 |
|
|
2017
Q3 | $1.02M | Sell |
6,497
-150
| -2% | -$23.5K | 0.29% | 90 |
|
|
2017
Q2 | $1.02M | Hold |
6,647
| – | – | 0.29% | 89 |
|
|
2017
Q1 | $862K | Sell |
6,647
-41
| -0.6% | -$5.32K | 0.26% | 93 |
|
|
2016
Q4 | $814K | Sell |
6,688
-650
| -9% | -$79.1K | 0.26% | 96 |
|
|
2016
Q3 | $847K | Sell |
7,338
-350
| -5% | -$40.4K | 0.26% | 96 |
|
|
2016
Q2 | $925K | Buy |
7,688
+41
| +0.5% | +$4.93K | 0.3% | 91 |
|
|
2016
Q1 | $967K | Hold |
7,647
| – | – | 0.32% | 87 |
|
|
2015
Q4 | $903K | Hold |
7,647
| – | – | 0.29% | 89 |
|
|
2015
Q3 | $753K | Sell |
7,647
-153
| -2% | -$15.1K | 0.28% | 86 |
|
|
2015
Q2 | $742K | Sell |
7,800
-90
| -1% | -$8.56K | 0.23% | 95 |
|
|
2015
Q1 | $769K | Hold |
7,890
| – | – | 0.23% | 95 |
|
|
2014
Q4 | $739K | Sell |
7,890
-100
| -1% | -$9.37K | 0.23% | 97 |
|
|
2014
Q3 | $758K | Sell |
7,990
-150
| -2% | -$14.2K | 0.25% | 92 |
|
|
2014
Q2 | $820K | Sell |
8,140
-200
| -2% | -$20.1K | 0.27% | 91 |
|
|
2014
Q1 | $818K | Sell |
8,340
-2,972
| -26% | -$291K | 0.28% | 91 |
|
|
2013
Q4 | $1.1M | Buy |
11,312
+100
| +0.9% | +$9.71K | 0.41% | 63 |
|
|
2013
Q3 | $1.08M | Hold |
11,212
| – | – | 0.46% | 60 |
|
|
2013
Q2 | $1.11M | Buy |
+11,212
| New | +$1.11M | 0.5% | 59 |
|