Empirical Finance’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 |
-1,100
| Closed | -$310K | – | 512 |
|
|
2024
Q1 | $310K | Hold |
1,100
| – | – | 0.02% | 486 |
|
|
2023
Q4 | $326K | Sell |
1,100
-22
| -2% | -$6.52K | 0.02% | 474 |
|
|
2023
Q3 | $296K | Hold |
1,122
| – | – | 0.02% | 472 |
|
|
2023
Q2 | $335K | Hold |
1,122
| – | – | 0.03% | 456 |
|
|
2023
Q1 | $314K | Sell |
1,122
-439
| -28% | -$123K | 0.03% | 443 |
|
|
2022
Q4 | $411K | Buy |
1,561
+182
| +13% | +$48K | 0.04% | 382 |
|
|
2022
Q3 | $318K | Hold |
1,379
| – | – | 0.04% | 410 |
|
|
2022
Q2 | $340K | Hold |
1,379
| – | – | 0.04% | 368 |
|
|
2022
Q1 | $341K | Hold |
1,379
| – | – | 0.04% | 390 |
|
|
2021
Q4 | $370K | Buy |
+1,379
| New | +$370K | 0.04% | 371 |
|
|
2017
Q4 | – | Sell |
-1,582
| Closed | -$248K | – | 132 |
|
|
2017
Q3 | $248K | Buy |
+1,582
| New | +$248K | 0.09% | 118 |
|
|
2017
Q1 | – | Sell |
-436
| Closed | -$54K | – | 367 |
|
|
2016
Q4 | $54K | Buy |
+436
| New | +$54K | 0.04% | 105 |
|