Duality Advisers’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,651
| Closed | -$4.98M | – | 321 |
|
|
2024
Q1 | $4.98M | Buy |
+17,651
| New | +$4.98M | 0.49% | 36 |
|
|
2023
Q4 | – | Sell |
-16,491
| Closed | -$4.34M | – | 670 |
|
|
2023
Q3 | $4.34M | Buy |
+16,491
| New | +$4.34M | 0.53% | 29 |
|
|
2023
Q1 | – | Sell |
-3,744
| Closed | -$987K | – | 687 |
|
|
2022
Q4 | $987K | Sell |
3,744
-2,748
| -42% | -$724K | 0.11% | 317 |
|
|
2022
Q3 | $1.5M | Buy |
+6,492
| New | +$1.5M | 0.16% | 242 |
|
|
2022
Q1 | – | Sell |
-6,123
| Closed | -$1.64M | – | 751 |
|
|
2021
Q4 | $1.64M | Buy |
+6,123
| New | +$1.64M | 0.18% | 210 |
|
|
2021
Q1 | – | Sell |
-25,913
| Closed | -$5.56M | – | 641 |
|
|
2020
Q4 | $5.56M | Buy |
+25,913
| New | +$5.56M | 0.41% | 45 |
|
|
2020
Q1 | – | Sell |
-75,809
| Closed | -$15M | – | 198 |
|
|
2019
Q4 | $15M | Buy |
75,809
+25,819
| +52% | +$5.1M | 0.89% | 14 |
|
|
2019
Q3 | $10.7M | Buy |
49,990
+32,500
| +186% | +$6.98M | 0.6% | 33 |
|
|
2019
Q2 | $3.63M | Sell |
17,490
-6,310
| -27% | -$1.31M | 0.32% | 94 |
|
|
2019
Q1 | $4.52M | Sell |
23,800
-103,070
| -81% | -$19.6M | 0.27% | 114 |
|
|
2018
Q4 | $22.5M | Buy |
+126,870
| New | +$22.5M | 1.31% | 12 |
|