Elm Advisors’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$384K	Sell	1,551 -1,050	-40%	-$260K	0.52%	35
2021 Q4	$697K	Hold	2,601	–	–	0.39%	48
2021 Q3	$627K	Sell	2,601 -50	-2%	-$12.1K	0.38%	50
2021 Q2	$612K	Hold	2,651	–	–	0.36%	50
2021 Q1	$594K	Sell	2,651 -100	-4%	-$22.4K	0.37%	51
2020 Q4	$590K	Sell	2,751 -331	-11%	-$71K	0.36%	51
2020 Q3	$676K	Hold	3,082	–	–	0.47%	43
2020 Q2	$569K	Sell	3,082 -260	-8%	-$48K	0.4%	46
2020 Q1	$553K	Sell	3,342 -125	-4%	-$20.7K	0.45%	45
2019 Q4	$685K	Sell	3,467 -50	-1%	-$9.88K	0.43%	45
2019 Q3	$755K	Sell	3,517 -18	-0.5%	-$3.86K	0.51%	39
2019 Q2	$734K	Hold	3,535	–	–	0.5%	39
2019 Q1	$671K	Sell	3,535 -100	-3%	-$19K	0.47%	41
2018 Q4	$645K	Hold	3,635	–	–	0.52%	38
2018 Q3	$608K	Hold	3,635	–	–	0.41%	40
2018 Q2	$570K	Sell	3,635 -150	-4%	-$23.5K	0.44%	38
2018 Q1	$592K	Sell	3,785 -365	-9%	-$57.1K	0.46%	36
2017 Q4	$714K	Sell	4,150 -75	-2%	-$12.9K	0.53%	32
2017 Q3	$662K	Sell	4,225 -100	-2%	-$15.7K	0.52%	34
2017 Q2	$662K	Sell	4,325 -450	-9%	-$68.9K	0.54%	32
2017 Q1	$619K	Buy	4,775 +250	+6%	+$32.4K	0.52%	36
2016 Q4	$551K	Sell	4,525 -100	-2%	-$12.2K	0.5%	38
2016 Q3	$534K	Hold	4,625	–	–	0.5%	38
2016 Q2	$557K	Sell	4,625 -300	-6%	-$36.1K	0.53%	38
2016 Q1	$619K	Buy	4,925 +450	+10%	+$56.6K	0.6%	30
2015 Q4	$529K	Sell	4,475 -600	-12%	-$70.9K	0.52%	37
2015 Q3	$500K	Sell	5,075 -100	-2%	-$9.85K	0.52%	35
2015 Q2	$492K	Hold	5,175	–	–	0.46%	37
2015 Q1	$504K	Hold	5,175	–	–	0.47%	37
2014 Q4	$485K	Hold	5,175	–	–	0.44%	41
2014 Q3	$491K	Sell	5,175 -225	-4%	-$21.3K	0.47%	40
2014 Q2	$544K	Sell	5,400 -300	-5%	-$30.2K	0.51%	33
2014 Q1	$559K	Hold	5,700	–	–	0.54%	29
2013 Q4	$553K	Buy	+5,700	New	+$553K	0.54%	32