Epstein & White Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $624K | Buy |
2,710
+98
| +4% | +$22.6K | 0.16% | 35 |
|
|
2021
Q1 | $585K | Sell |
2,612
-141
| -5% | -$31.6K | 0.17% | 35 |
|
|
2020
Q4 | $595K | Buy |
2,753
+571
| +26% | +$123K | 0.18% | 32 |
|
|
2020
Q3 | $480K | Buy |
2,182
+131
| +6% | +$28.8K | 0.17% | 29 |
|
|
2020
Q2 | $377K | Sell |
2,051
-4
| -0.2% | -$735 | 0.14% | 38 |
|
|
2020
Q1 | $339K | Buy |
2,055
+51
| +3% | +$8.41K | 0.14% | 47 |
|
|
2019
Q4 | $394K | Buy |
2,004
+9
| +0.5% | +$1.77K | 0.17% | 51 |
|
|
2019
Q3 | $429K | Sell |
1,995
-1,098
| -35% | -$236K | 0.21% | 45 |
|
|
2019
Q2 | $613K | Sell |
3,093
-406
| -12% | -$80.5K | 0.33% | 33 |
|
|
2019
Q1 | $662K | Buy |
3,499
+1,703
| +95% | +$322K | 0.38% | 26 |
|
|
2018
Q4 | $319K | Buy |
1,796
+66
| +4% | +$11.7K | 0.2% | 47 |
|
|
2018
Q3 | $289K | Sell |
1,730
-57
| -3% | -$9.52K | 0.19% | 63 |
|
|
2018
Q2 | $280K | Sell |
1,787
-168
| -9% | -$26.3K | 0.21% | 78 |
|
|
2018
Q1 | $306K | Buy |
1,955
+200
| +11% | +$31.3K | 0.2% | 82 |
|
|
2017
Q4 | $304K | Buy |
+1,755
| New | +$304K | 0.18% | 79 |
|