Fernwood Investment 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
Q4 | $1.93M | Sell |
6,657
-240
| -3% | -$69.6K | 0.67% | 34 |
|
|
2024
Q3 | $2.1M | Buy |
6,897
+266
| +4% | +$81K | 0.68% | 37 |
|
|
2024
Q2 | $1.69M | Buy |
6,631
+306
| +5% | +$78K | 0.52% | 51 |
|
|
2024
Q1 | $1.78M | Sell |
6,325
-17
| -0.3% | -$4.79K | 0.52% | 50 |
|
|
2023
Q4 | $1.88M | Buy |
6,342
+176
| +3% | +$52.2K | 0.62% | 40 |
|
|
2023
Q3 | $1.62M | Sell |
6,166
-19
| -0.3% | -$5.01K | 0.58% | 46 |
|
|
2023
Q2 | $1.85M | Buy |
6,185
+61
| +1% | +$18.2K | 0.65% | 43 |
|
|
2023
Q1 | $1.71M | Buy |
6,124
+273
| +5% | +$76.3K | 0.66% | 44 |
|
|
2022
Q4 | $1.54M | Buy |
5,851
+155
| +3% | +$40.8K | 0.64% | 49 |
|
|
2022
Q3 | $1.31M | Sell |
5,696
-129
| -2% | -$29.8K | 0.55% | 52 |
|
|
2022
Q2 | $1.44M | Buy |
5,825
+124
| +2% | +$30.6K | 0.62% | 49 |
|
|
2022
Q1 | $1.41M | Buy |
5,701
+126
| +2% | +$31.2K | 0.49% | 62 |
|
|
2021
Q4 | $1.5M | Sell |
5,575
-31
| -0.6% | -$8.31K | 0.49% | 60 |
|
|
2021
Q3 | $1.35M | Hold |
5,606
| – | – | 0.46% | 62 |
|
|
2021
Q2 | $1.3M | Buy |
5,606
+31
| +0.6% | +$7.16K | 0.43% | 67 |
|
|
2021
Q1 | $1.25M | Buy |
5,575
+421
| +8% | +$94.3K | 0.46% | 59 |
|
|
2020
Q4 | $1.11M | Buy |
5,154
+35
| +0.7% | +$7.51K | 0.44% | 70 |
|
|
2020
Q3 | $1.12M | Buy |
5,119
+296
| +6% | +$64.9K | 0.53% | 56 |
|
|
2020
Q2 | $890K | Buy |
4,823
+1,110
| +30% | +$205K | 0.44% | 68 |
|
|
2020
Q1 | $614K | Buy |
3,713
+306
| +9% | +$50.6K | 0.39% | 71 |
|
|
2019
Q4 | $673K | Sell |
3,407
-50
| -1% | -$9.88K | 0.32% | 82 |
|
|
2019
Q3 | $742K | Buy |
3,457
+275
| +9% | +$59K | 0.37% | 68 |
|
|
2019
Q2 | $661K | Sell |
3,182
-200
| -6% | -$41.5K | 0.36% | 72 |
|
|
2019
Q1 | $642K | Hold |
3,382
| – | – | 0.34% | 77 |
|
|
2018
Q4 | $601K | Hold |
3,382
| – | – | 0.39% | 72 |
|
|
2018
Q3 | $566K | Buy |
3,382
+26
| +0.8% | +$4.35K | 0.3% | 86 |
|
|
2018
Q2 | $526K | Sell |
3,356
-25
| -0.7% | -$3.92K | 0.28% | 87 |
|
|
2018
Q1 | $529K | Hold |
3,381
| – | – | 0.3% | 81 |
|
|
2017
Q4 | $582K | Hold |
3,381
| – | – | 0.31% | 77 |
|
|
2017
Q3 | $530K | Buy |
3,381
+69
| +2% | +$10.8K | 0.33% | 74 |
|
|
2017
Q2 | $507K | Hold |
3,312
| – | – | 0.37% | 78 |
|
|
2017
Q1 | $429K | Hold |
3,312
| – | – | 0.34% | 77 |
|
|
2016
Q4 | $403K | Hold |
3,312
| – | – | 0.39% | 76 |
|
|
2016
Q3 | $382K | Sell |
3,312
-23
| -0.7% | -$2.65K | 0.35% | 76 |
|
|
2016
Q2 | $401K | Hold |
3,335
| – | – | 0.39% | 69 |
|
|
2016
Q1 | $419K | Hold |
3,335
| – | – | 0.42% | 64 |
|
|
2015
Q4 | $394K | Hold |
3,335
| – | – | 0.34% | 71 |
|
|
2015
Q3 | $329K | Hold |
3,335
| – | – | 0.29% | 78 |
|
|
2015
Q2 | $317K | Buy |
3,335
+448
| +16% | +$42.6K | 0.25% | 84 |
|
|
2015
Q1 | $281K | Hold |
2,887
| – | – | 0.23% | 86 |
|
|
2014
Q4 | $271K | Sell |
2,887
-60
| -2% | -$5.63K | 0.23% | 88 |
|
|
2014
Q3 | $279K | Hold |
2,947
| – | – | 0.24% | 88 |
|
|
2014
Q2 | $297K | Sell |
2,947
-544
| -16% | -$54.8K | 0.25% | 85 |
|
|
2014
Q1 | $342K | Sell |
3,491
-51
| -1% | -$5K | 0.32% | 78 |
|
|
2013
Q4 | $344K | Buy |
+3,542
| New | +$344K | 0.23% | 100 |
|