Family Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,702
| Closed | -$2.88M | – | 186 |
|
|
2023
Q4 | $2.88M | Buy |
+9,702
| New | +$2.88M | 0.6% | 38 |
|
|
2023
Q2 | – | Sell |
-734
| Closed | -$205K | – | 170 |
|
|
2023
Q1 | $205K | Sell |
734
-273
| -27% | -$76.3K | 0.05% | 117 |
|
|
2022
Q4 | $265K | Buy |
1,007
+95
| +10% | +$25K | 0.06% | 117 |
|
|
2022
Q3 | $210K | Hold |
912
| – | – | 0.05% | 124 |
|
|
2022
Q2 | $225K | Sell |
912
-63
| -6% | -$15.5K | 0.06% | 132 |
|
|
2022
Q1 | $241K | Sell |
975
-123
| -11% | -$30.4K | 0.07% | 142 |
|
|
2021
Q4 | $294K | Hold |
1,098
| – | – | 0.08% | 136 |
|
|
2021
Q3 | $265K | Sell |
1,098
-1,800
| -62% | -$434K | 0.07% | 138 |
|
|
2021
Q2 | $669K | Buy |
+2,898
| New | +$669K | 0.18% | 86 |
|
|
2020
Q3 | – | Sell |
-2,101
| Closed | -$388K | – | 147 |
|
|
2020
Q2 | $388K | Buy |
2,101
+121
| +6% | +$22.3K | 0.16% | 94 |
|
|
2020
Q1 | $327K | Buy |
1,980
+87
| +5% | +$14.4K | 0.16% | 89 |
|
|
2019
Q4 | $374K | Sell |
1,893
-582
| -24% | -$115K | 0.13% | 105 |
|
|
2019
Q3 | $531K | Buy |
2,475
+166
| +7% | +$35.6K | 0.2% | 83 |
|
|
2019
Q2 | $479K | Buy |
2,309
+431
| +23% | +$89.4K | 0.19% | 88 |
|
|
2019
Q1 | $357K | Buy |
1,878
+77
| +4% | +$14.6K | 0.15% | 97 |
|
|
2018
Q4 | $320K | Hold |
1,801
| – | – | 0.13% | 94 |
|
|
2018
Q3 | $301K | Sell |
1,801
-2
| -0.1% | -$334 | 0.18% | 51 |
|
|
2018
Q2 | $283K | Hold |
1,803
| – | – | 0.18% | 58 |
|
|
2018
Q1 | $282K | Sell |
1,803
-1,300
| -42% | -$203K | 0.21% | 51 |
|
|
2017
Q4 | $534K | Buy |
3,103
+1,300
| +72% | +$224K | 0.37% | 37 |
|
|
2017
Q3 | $282K | Buy |
+1,803
| New | +$282K | 0.19% | 52 |
|