Dixon Mitchell Investment Counsel’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 | – | Sell |
-39
| Closed | -$9.94K | – | 129 |
|
|
2024
Q2 | $9.94K | Sell |
39
-61
| -61% | -$15.5K | ﹤0.01% | 110 |
|
|
2024
Q1 | $28.2K | Buy |
+100
| New | +$28.2K | ﹤0.01% | 98 |
|
|
2015
Q4 | – | Sell |
-135,414
| Closed | -$13.3M | – | 67 |
|
|
2015
Q3 | $13.3M | Sell |
135,414
-4,763
| -3% | -$469K | 2.31% | 18 |
|
|
2015
Q2 | $13.3M | Buy |
140,177
+1,425
| +1% | +$135K | 2.06% | 21 |
|
|
2015
Q1 | $13.5M | Buy |
138,752
+6,155
| +5% | +$600K | 2.08% | 22 |
|
|
2014
Q4 | $12.6M | Hold |
132,597
| – | – | 1.94% | 22 |
|
|
2014
Q3 | $12.6M | Buy |
132,597
+12,567
| +10% | +$1.19M | 1.9% | 23 |
|
|
2014
Q2 | $12.1M | Buy |
120,030
+1,403
| +1% | +$141K | 1.73% | 25 |
|
|
2014
Q1 | $11.6M | Buy |
118,627
+4,567
| +4% | +$448K | 1.83% | 24 |
|
|
2013
Q4 | $11.1M | Buy |
114,060
+1,229
| +1% | +$119K | 1.75% | 25 |
|
|
2013
Q3 | $10.9M | Buy |
112,831
+3,015
| +3% | +$290K | 1.83% | 24 |
|
|
2013
Q2 | $10.9M | Buy |
+109,816
| New | +$10.9M | 2.02% | 23 |
|