First Western Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $334K | Sell |
1,520
-11
| -0.7% | -$2.42K | 7.08% | 2 |
|
|
2020
Q2 | $282K | Sell |
1,531
-7
| -0.5% | -$1.29K | 6.37% | 6 |
|
|
2020
Q1 | $254K | Hold |
1,538
| – | – | 7.63% | 6 |
|
|
2019
Q4 | $304K | Hold |
1,538
| – | – | 4.83% | 9 |
|
|
2019
Q3 | $330K | Sell |
1,538
-316
| -17% | -$67.8K | 5.14% | 2 |
|
|
2019
Q2 | $385K | Sell |
1,854
-32
| -2% | -$6.65K | 5.11% | 2 |
|
|
2019
Q1 | $358K | Sell |
1,886
-571
| -23% | -$108K | 5.09% | 3 |
|
|
2018
Q4 | $436K | Sell |
2,457
-1,476
| -38% | -$262K | 3.96% | 7 |
|
|
2018
Q3 | $658K | Sell |
3,933
-226
| -5% | -$37.8K | 2.96% | 10 |
|
|
2018
Q2 | $652K | Buy |
4,159
+830
| +25% | +$130K | 2.95% | 11 |
|
|
2018
Q1 | $521K | Sell |
3,329
-30,949
| -90% | -$4.84M | 2.47% | 14 |
|
|
2017
Q4 | $5.9M | Sell |
34,278
-168
| -0.5% | -$28.9K | 3.35% | 2 |
|
|
2017
Q3 | $5.4M | Sell |
34,446
-1,084
| -3% | -$170K | 3.28% | 2 |
|
|
2017
Q2 | $5.44M | Sell |
35,530
-3,183
| -8% | -$488K | 3.28% | 2 |
|
|
2017
Q1 | $5.02M | Sell |
38,713
-4,792
| -11% | -$621K | 3.03% | 4 |
|
|
2016
Q4 | $5.3M | Sell |
43,505
-6,641
| -13% | -$808K | 2.88% | 3 |
|
|
2016
Q3 | $5.79M | Sell |
50,146
-6,714
| -12% | -$775K | 2.26% | 6 |
|
|
2016
Q2 | $6.84M | Buy |
56,860
+9,486
| +20% | +$1.14M | 2.5% | 3 |
|
|
2016
Q1 | $5.95M | Buy |
47,374
+8,993
| +23% | +$1.13M | 2.11% | 7 |
|
|
2015
Q4 | $4.53M | Sell |
38,381
-171
| -0.4% | -$20.2K | 1.42% | 18 |
|
|
2015
Q3 | $3.8M | Buy |
38,552
+4,327
| +13% | +$426K | 1.27% | 26 |
|
|
2015
Q2 | $3.25M | Sell |
34,225
-36,134
| -51% | -$3.44M | 1.04% | 40 |
|
|
2015
Q1 | $6.86M | Buy |
70,359
+31,156
| +79% | +$3.04M | 2.06% | 7 |
|
|
2014
Q4 | $3.67M | Buy |
39,203
+1,015
| +3% | +$95.1K | 1.08% | 33 |
|
|
2014
Q3 | $3.62M | Buy |
38,188
+267
| +0.7% | +$25.3K | 1.07% | 35 |
|
|
2014
Q2 | $3.82M | Buy |
37,921
+329
| +0.9% | +$33.1K | 1.26% | 30 |
|
|
2014
Q1 | $3.69M | Sell |
37,592
-7,042
| -16% | -$690K | 1.3% | 30 |
|
|
2013
Q4 | $4.33M | Buy |
+44,634
| New | +$4.33M | 1.5% | 15 |
|