Dorchester Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.78M | Sell |
13,034
-195
| -1% | -$56.5K | 0.75% | 42 |
|
|
2024
Q3 | $4.03M | Buy |
13,229
+174
| +1% | +$53K | 0.73% | 40 |
|
|
2024
Q2 | $3.33M | Sell |
13,055
-1,565
| -11% | -$399K | 0.64% | 44 |
|
|
2024
Q1 | $4.12M | Sell |
14,620
-500
| -3% | -$141K | 0.74% | 43 |
|
|
2023
Q4 | $4.48M | Buy |
15,120
+55
| +0.4% | +$16.3K | 0.83% | 39 |
|
|
2023
Q3 | $3.97M | Sell |
15,065
-2,160
| -13% | -$569K | 0.8% | 43 |
|
|
2023
Q2 | $5.14M | Hold |
17,225
| – | – | 1.04% | 35 |
|
|
2023
Q1 | $4.82M | Buy |
17,225
+2,245
| +15% | +$628K | 0.99% | 37 |
|
|
2022
Q4 | $3.95M | Sell |
14,980
-2,373
| -14% | -$625K | 0.93% | 42 |
|
|
2022
Q3 | $4M | Hold |
17,353
| – | – | 0.88% | 40 |
|
|
2022
Q2 | $4.28M | Sell |
17,353
-100
| -0.6% | -$24.7K | 0.85% | 40 |
|
|
2022
Q1 | $5.39M | Sell |
17,453
-545
| -3% | -$168K | 0.86% | 42 |
|
|
2021
Q4 | $4.83M | Sell |
17,998
-320
| -2% | -$85.8K | 0.96% | 41 |
|
|
2021
Q3 | $4.42M | Buy |
18,318
+75
| +0.4% | +$18.1K | 1.09% | 36 |
|
|
2021
Q2 | $4.21M | Sell |
18,243
-1,154
| -6% | -$267K | 0.97% | 39 |
|
|
2021
Q1 | $4.35M | Sell |
19,397
-200
| -1% | -$44.8K | 1.08% | 36 |
|
|
2020
Q4 | $4.21M | Sell |
19,597
-700
| -3% | -$150K | 1.11% | 34 |
|
|
2020
Q3 | $4.46M | Sell |
20,297
-300
| -1% | -$65.8K | 1.38% | 30 |
|
|
2020
Q2 | $3.8M | Sell |
20,597
-515
| -2% | -$95K | 1.2% | 31 |
|
|
2020
Q1 | $3.49M | Sell |
21,112
-375
| -2% | -$62K | 1.29% | 29 |
|
|
2019
Q4 | $4.25M | Sell |
21,487
-550
| -2% | -$109K | 1.18% | 33 |
|
|
2019
Q3 | $4.73M | Sell |
22,037
-565
| -2% | -$121K | 1.39% | 32 |
|
|
2019
Q2 | $4.69M | Sell |
22,602
-1,325
| -6% | -$275K | 1.39% | 30 |
|
|
2019
Q1 | $4.54M | Sell |
23,927
-510
| -2% | -$96.9K | 1.39% | 29 |
|
|
2018
Q4 | $4.34M | Buy |
24,437
+865
| +4% | +$154K | 1.51% | 25 |
|
|
2018
Q3 | $3.94M | Buy |
23,572
+314
| +1% | +$52.5K | 1.22% | 30 |
|
|
2018
Q2 | $3.64M | Sell |
23,258
-15
| -0.1% | -$2.35K | 1.2% | 33 |
|
|
2018
Q1 | $3.64M | Sell |
23,273
-1,200
| -5% | -$188K | 1.23% | 31 |
|
|
2017
Q4 | $4.21M | Buy |
24,473
+333
| +1% | +$57.3K | 1.33% | 28 |
|
|
2017
Q3 | $3.78M | Sell |
24,140
-389
| -2% | -$60.9K | 1.22% | 29 |
|
|
2017
Q2 | $3.76M | Sell |
24,529
-451
| -2% | -$69.1K | 1.3% | 27 |
|
|
2017
Q1 | $3.24M | Sell |
24,980
-1,515
| -6% | -$196K | 1.13% | 29 |
|
|
2016
Q4 | $3.23M | Buy |
26,495
+860
| +3% | +$105K | 1.18% | 29 |
|
|
2016
Q3 | $2.96M | Sell |
25,635
-800
| -3% | -$92.3K | 1.1% | 32 |
|
|
2016
Q2 | $3.18M | Hold |
26,435
| – | – | 1.18% | 31 |
|
|
2016
Q1 | $3.32M | Sell |
26,435
-150
| -0.6% | -$18.9K | 1.26% | 29 |
|
|
2015
Q4 | $3.14M | Sell |
26,585
-700
| -3% | -$82.7K | 1.3% | 28 |
|
|
2015
Q3 | $3.59M | Sell |
27,285
-100
| -0.4% | -$13.2K | 1.32% | 30 |
|
|
2015
Q2 | $3.25M | Buy |
+27,385
| New | +$3.25M | 1.07% | 31 |
|