Domani Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $529K | Hold |
1,892
| – | – | 0.12% | 72 |
|
|
2022
Q4 | $499K | Buy |
1,892
+350
| +23% | +$92.3K | 0.12% | 73 |
|
|
2022
Q3 | $356K | Hold |
1,542
| – | – | 0.1% | 75 |
|
|
2022
Q2 | $381K | Buy |
1,542
+6
| +0.4% | +$1.48K | 0.1% | 81 |
|
|
2022
Q1 | $380K | Hold |
1,536
| – | – | 0.08% | 95 |
|
|
2021
Q4 | $412K | Hold |
1,536
| – | – | 0.08% | 88 |
|
|
2021
Q3 | $370K | Sell |
1,536
-194
| -11% | -$46.7K | 0.08% | 89 |
|
|
2021
Q2 | $400K | Hold |
1,730
| – | – | 0.08% | 86 |
|
|
2021
Q1 | $388K | Sell |
1,730
-26
| -1% | -$5.83K | 0.07% | 91 |
|
|
2020
Q4 | $377K | Sell |
1,756
-156
| -8% | -$33.5K | 0.08% | 87 |
|
|
2020
Q3 | $420K | Sell |
1,912
-44
| -2% | -$9.67K | 0.09% | 77 |
|
|
2020
Q2 | $361K | Sell |
1,956
-407
| -17% | -$75.1K | 0.08% | 85 |
|
|
2020
Q1 | $391K | Buy |
2,363
+400
| +20% | +$66.2K | 0.1% | 82 |
|
|
2019
Q4 | $388K | Buy |
1,963
+5
| +0.3% | +$988 | 0.13% | 76 |
|
|
2019
Q3 | $421K | Buy |
1,958
+58
| +3% | +$12.5K | 0.15% | 68 |
|
|
2019
Q2 | $394K | Sell |
1,900
-101
| -5% | -$20.9K | 0.15% | 68 |
|
|
2019
Q1 | $380K | Buy |
2,001
+564
| +39% | +$107K | 0.15% | 72 |
|
|
2018
Q4 | $255K | Buy |
1,437
+110
| +8% | +$19.5K | 0.12% | 82 |
|
|
2018
Q3 | $222K | Buy |
1,327
+4
| +0.3% | +$669 | 0.1% | 94 |
|
|
2018
Q2 | $207K | Buy |
+1,323
| New | +$207K | 0.1% | 101 |
|
|
2016
Q3 | – | Sell |
-1,925
| Closed | -$232K | – | 119 |
|
|
2016
Q2 | $232K | Sell |
1,925
-715
| -27% | -$86.2K | 0.09% | 98 |
|
|
2016
Q1 | $330K | Sell |
2,640
-134
| -5% | -$16.8K | 0.12% | 92 |
|
|
2015
Q4 | $328K | Buy |
2,774
+572
| +26% | +$67.6K | 0.13% | 87 |
|
|
2015
Q3 | $217K | Sell |
2,202
-30
| -1% | -$2.96K | 0.12% | 91 |
|
|
2015
Q2 | $212K | Buy |
2,232
+2,026
| +983% | +$192K | 0.12% | 88 |
|
|
2015
Q1 | $2.11K | Buy |
+206
| New | +$2.11K | 0.03% | 91 |
|