Ferris Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $336K | Hold |
1,359
| – | – | 0.08% | 156 |
|
2021
Q4 | $364K | Hold |
1,359
| – | – | 0.08% | 157 |
|
2021
Q3 | $340K | Buy |
+1,359
| New | +$340K | 0.07% | 164 |
|
2019
Q2 | – | Sell |
-737
| Closed | -$140K | – | 431 |
|
2019
Q1 | $140K | Sell |
737
-4
| -0.5% | -$760 | 0.05% | 190 |
|
2018
Q4 | $132K | Hold |
741
| – | – | 0.06% | 182 |
|
2018
Q3 | $124K | Sell |
741
-39
| -5% | -$6.53K | 0.05% | 194 |
|
2018
Q2 | $122K | Sell |
780
-9
| -1% | -$1.41K | 0.05% | 187 |
|
2018
Q1 | $123K | Buy |
+789
| New | +$123K | 0.05% | 205 |
|
2017
Q3 | – | Sell |
-872
| Closed | -$134K | – | 406 |
|
2017
Q2 | $134K | Buy |
+872
| New | +$134K | 0.06% | 179 |
|