First Capital Advisors Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $411K | Sell |
1,376
-35
| -2% | -$10.4K | 0.21% | 86 |
|
2023
Q1 | $394K | Sell |
1,411
-40
| -3% | -$11.2K | 0.25% | 86 |
|
2022
Q4 | $382K | Sell |
1,451
-236
| -14% | -$62.2K | 0.26% | 92 |
|
2022
Q3 | $389K | Sell |
1,687
-212
| -11% | -$48.9K | 0.32% | 87 |
|
2022
Q2 | $469K | Buy |
+1,899
| New | +$469K | 0.32% | 77 |
|
2018
Q2 | – | Sell |
-660
| Closed | -$103K | – | 522 |
|
2018
Q1 | $103K | Buy |
+660
| New | +$103K | 0.06% | 209 |
|