Financial Advisory Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,664
| Closed | -$3.57M | – | 69 |
|
|
2024
Q1 | $3.57M | Sell |
12,664
-1,820
| -13% | -$513K | 1.38% | 31 |
|
|
2023
Q4 | $4.29M | Sell |
14,484
-228
| -2% | -$67.6K | 1.56% | 21 |
|
|
2023
Q3 | $3.88M | Sell |
14,712
-185
| -1% | -$48.7K | 1.56% | 20 |
|
|
2023
Q2 | $4.45M | Sell |
14,897
-466
| -3% | -$139K | 1.71% | 14 |
|
|
2023
Q1 | $4.3M | Sell |
15,363
-126
| -0.8% | -$35.2K | 1.7% | 12 |
|
|
2022
Q4 | $4.08M | Sell |
15,489
-399
| -3% | -$105K | 1.68% | 15 |
|
|
2022
Q3 | $3.67M | Buy |
15,888
+80
| +0.5% | +$18.5K | 1.6% | 21 |
|
|
2022
Q2 | $3.9M | Buy |
15,808
+150
| +1% | +$37K | 1.61% | 24 |
|
|
2022
Q1 | $3.87M | Buy |
15,658
+756
| +5% | +$187K | 1.43% | 31 |
|
|
2021
Q4 | $3.99M | Buy |
+14,902
| New | +$3.99M | 1.46% | 32 |
|