Financial Planning & Information Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $336K | Sell |
1,102
-74
| -6% | -$22.5K | 0.05% | 71 |
|
|
2024
Q2 | $300K | Sell |
1,176
-521
| -31% | -$133K | 0.05% | 70 |
|
|
2024
Q1 | $478K | Buy |
1,697
+217
| +15% | +$61.2K | 0.07% | 62 |
|
|
2023
Q4 | $439K | Sell |
1,480
-24
| -2% | -$7.12K | 0.07% | 64 |
|
|
2023
Q3 | $396K | Sell |
1,504
-20
| -1% | -$5.27K | 0.07% | 66 |
|
|
2023
Q2 | $455K | Sell |
1,524
-410
| -21% | -$122K | 0.08% | 60 |
|
|
2023
Q1 | $541K | Sell |
1,934
-100
| -5% | -$28K | 0.1% | 58 |
|
|
2022
Q4 | $536K | Buy |
2,034
+207
| +11% | +$54.6K | 0.11% | 56 |
|
|
2022
Q3 | $422K | Buy |
1,827
+142
| +8% | +$32.8K | 0.1% | 54 |
|
|
2022
Q2 | $416K | Sell |
1,685
-105
| -6% | -$25.9K | 0.1% | 55 |
|
|
2022
Q1 | $443K | Sell |
1,790
-203
| -10% | -$50.2K | 0.1% | 55 |
|
|
2021
Q4 | $534K | Hold |
1,993
| – | – | 0.13% | 51 |
|
|
2021
Q3 | $481K | Buy |
1,993
+13
| +0.7% | +$3.14K | 0.13% | 52 |
|
|
2021
Q2 | $457K | Hold |
1,980
| – | – | 0.13% | 50 |
|
|
2021
Q1 | $444K | Sell |
1,980
-5
| -0.3% | -$1.12K | 0.14% | 50 |
|
|
2020
Q4 | $426K | Hold |
1,985
| – | – | 0.14% | 47 |
|
|
2020
Q3 | $436K | Buy |
+1,985
| New | +$436K | 0.17% | 46 |
|
|
2018
Q4 | – | Sell |
-1,803
| Closed | -$302K | – | 47 |
|
|
2018
Q3 | $302K | Hold |
1,803
| – | – | 0.12% | 40 |
|
|
2018
Q2 | $283K | Hold |
1,803
| – | – | 0.11% | 39 |
|
|
2018
Q1 | $282K | Sell |
1,803
-27
| -1% | -$4.22K | 0.1% | 39 |
|
|
2017
Q4 | $315K | Sell |
1,830
-21
| -1% | -$3.62K | 0.11% | 30 |
|
|
2017
Q3 | $290K | Hold |
1,851
| – | – | 0.1% | 32 |
|
|
2017
Q2 | $283K | Hold |
1,851
| – | – | 0.1% | 31 |
|
|
2017
Q1 | $240K | Hold |
1,851
| – | – | 0.09% | 33 |
|
|
2016
Q4 | $225K | Sell |
1,851
-40
| -2% | -$4.86K | 0.09% | 33 |
|
|
2016
Q3 | $218K | Hold |
1,891
| – | – | 0.09% | 34 |
|
|
2016
Q2 | $228K | Buy |
1,891
+250
| +15% | +$30.1K | 0.1% | 33 |
|
|
2016
Q1 | $206K | Buy |
+1,641
| New | +$206K | 0.11% | 33 |
|
|
2014
Q3 | – | Sell |
-2,030
| Closed | -$205K | – | 33 |
|
|
2014
Q2 | $205K | Buy |
+2,030
| New | +$205K | 0.14% | 32 |
|