Endurance Wealth Management’s McDonald's MCD Stock Holding History

Endurance Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$344K	Hold	1,154	–	–	0.05%	150
2023 Q1	$323K	Buy	1,154 +500	+76%	+$140K	0.05%	155
2022 Q4	$172K	Hold	654	–	–	0.03%	203
2022 Q3	$151K	Buy	654 +88	+16%	+$20.3K	0.02%	211
2022 Q2	$139K	Hold	566	–	–	0.02%	223
2022 Q1	$140K	Sell	566 -72	-11%	-$17.8K	0.02%	236
2021 Q4	$171K	Buy	638 +182	+40%	+$48.8K	0.02%	231
2021 Q3	$110K	Hold	456	–	–	0.01%	272
2021 Q2	$104K	Buy	456 +181	+66%	+$41.3K	0.01%	282
2021 Q1	$61K	Hold	275	–	–	0.01%	336
2020 Q4	$59K	Hold	275	–	–	0.01%	304
2020 Q3	$60K	Hold	275	–	–	0.01%	284
2020 Q2	$51K	Hold	275	–	–	0.01%	303
2020 Q1	$45K	Hold	275	–	–	0.01%	295
2019 Q4	$54K	Sell	275 -100	-27%	-$19.6K	0.01%	276
2019 Q3	$81K	Sell	375 -125	-25%	-$27K	0.01%	237
2019 Q2	$103K	Hold	500	–	–	0.02%	218
2019 Q1	$94K	Hold	500	–	–	0.02%	225
2018 Q4	$89K	Hold	500	–	–	0.02%	213
2018 Q3	$83K	Hold	500	–	–	0.01%	231
2018 Q2	$79K	Sell	500 -200	-29%	-$31.6K	0.01%	233
2018 Q1	$110K	Sell	700 -20	-3%	-$3.14K	0.02%	216
2017 Q4	$124K	Hold	720	–	–	0.02%	205
2017 Q3	$113K	Hold	720	–	–	0.02%	207
2017 Q2	$111K	Hold	720	–	–	0.02%	215
2017 Q1	$93K	Sell	720 -25	-3%	-$3.23K	0.02%	223
2016 Q4	$91K	Hold	745	–	–	0.02%	226
2016 Q3	$86K	Hold	745	–	–	0.02%	232
2016 Q2	$90K	Hold	745	–	–	0.02%	219
2016 Q1	$93	Hold	745	–	–	0.01%	218
2015 Q4	$88K	Hold	745	–	–	0.02%	224
2015 Q3	$77K	Sell	745 -451	-38%	-$46.6K	0.01%	236
2015 Q2	$114K	Buy	+1,196	New	+$114K	0.02%	205
2014 Q3	–	Sell	-12,125	Closed	-$1.22M	–	179
2014 Q2	$1.22M	Buy	12,125 +391	+3%	+$39.4K	0.2%	99
2014 Q1	$1.15M	Sell	11,734 -426	-4%	-$41.8K	0.22%	87
2013 Q4	$1.18M	Sell	12,160 -49	-0.4%	-$4.75K	0.23%	86
2013 Q3	$1.17M	Hold	12,209	–	–	0.25%	80
2013 Q2	$1.21M	Buy	+12,209	New	+$1.21M	0.27%	79