FinTrust Capital Advisors’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 | $491K | Buy |
1,614
+205
| +15% | +$62.4K | 0.08% | 183 |
|
|
2024
Q2 | $359K | Buy |
1,409
+114
| +9% | +$29.1K | 0.07% | 202 |
|
|
2024
Q1 | $365K | Buy |
1,295
+27
| +2% | +$7.62K | 0.07% | 202 |
|
|
2023
Q4 | $376K | Buy |
1,268
+36
| +3% | +$10.7K | 0.07% | 195 |
|
|
2023
Q3 | $325K | Buy |
1,232
+37
| +3% | +$9.75K | 0.07% | 200 |
|
|
2023
Q2 | $315K | Hold |
1,195
| – | – | 0.08% | 205 |
|
|
2023
Q1 | $315K | Hold |
1,195
| – | – | 0.08% | 200 |
|
|
2022
Q4 | $315K | Sell |
1,195
-39
| -3% | -$10.3K | 0.08% | 201 |
|
|
2022
Q3 | $307K | Buy |
1,234
+1
| +0.1% | +$249 | 0.08% | 203 |
|
|
2022
Q2 | $313K | Buy |
1,233
+87
| +8% | +$22.1K | 0.08% | 207 |
|
|
2022
Q1 | $283K | Buy |
1,146
+143
| +14% | +$35.3K | 0.07% | 233 |
|
|
2021
Q4 | $269K | Buy |
1,003
+40
| +4% | +$10.7K | 0.06% | 246 |
|
|
2021
Q3 | $232K | Sell |
963
-317
| -25% | -$76.4K | 0.06% | 251 |
|
|
2021
Q2 | $296K | Sell |
1,280
-20
| -2% | -$4.63K | 0.08% | 222 |
|
|
2021
Q1 | $291K | Buy |
1,300
+158
| +14% | +$35.4K | 0.08% | 205 |
|
|
2020
Q4 | $245K | Buy |
1,142
+58
| +5% | +$12.4K | 0.08% | 211 |
|
|
2020
Q3 | $238 | Buy |
1,084
+177
| +20% | +$39 | 0.05% | 194 |
|
|
2020
Q2 | $167K | Sell |
907
-48
| -5% | -$8.84K | 0.07% | 238 |
|
|
2020
Q1 | $158K | Sell |
955
-257
| -21% | -$42.5K | 0.08% | 216 |
|
|
2019
Q4 | $240K | Buy |
1,212
+147
| +14% | +$29.1K | 0.1% | 181 |
|
|
2019
Q3 | $229K | Buy |
1,065
+39
| +4% | +$8.39K | 0.08% | 173 |
|
|
2019
Q2 | $213K | Sell |
1,026
-113
| -10% | -$23.5K | 0.09% | 184 |
|
|
2019
Q1 | $216K | Hold |
1,139
| – | – | 0.09% | 177 |
|
|
2018
Q4 | $202K | Buy |
+1,139
| New | +$202K | 0.1% | 175 |
|