FI
FormulaFolio Investments’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $68K | Buy |
293
+11
| +4% | +$2.55K | 0.02% | 127 |
|
|
2021
Q1 | $66K | Sell |
282
-25,288
| -99% | -$5.92M | 0.02% | 128 |
|
|
2020
Q4 | $5.49M | Buy |
25,570
+8,555
| +50% | +$1.84M | 0.12% | 141 |
|
|
2020
Q3 | $3.74M | Sell |
17,015
-442
| -3% | -$97K | 0.14% | 65 |
|
|
2020
Q2 | $3.22M | Sell |
17,457
-961
| -5% | -$177K | 0.13% | 70 |
|
|
2020
Q1 | $3.05M | Sell |
18,418
-1,259
| -6% | -$208K | 0.16% | 65 |
|
|
2019
Q4 | $3.89M | Buy |
19,677
+896
| +5% | +$177K | 0.14% | 84 |
|
|
2019
Q3 | $4.03M | Buy |
18,781
+192
| +1% | +$41.2K | 0.16% | 79 |
|
|
2019
Q2 | $3.86M | Buy |
18,589
+8,808
| +90% | +$1.83M | 0.16% | 68 |
|
|
2019
Q1 | $1.86M | Buy |
9,781
+2,775
| +40% | +$527K | 0.08% | 91 |
|
|
2018
Q4 | $1.17M | Hold |
7,006
| – | – | 0.05% | 121 |
|
|
2018
Q3 | $1.17M | Buy |
7,006
+720
| +11% | +$120K | 0.05% | 121 |
|
|
2018
Q2 | $985K | Buy |
6,286
+3,407
| +118% | +$534K | 0.05% | 129 |
|
|
2018
Q1 | $450K | Sell |
2,879
-688
| -19% | -$108K | 0.03% | 182 |
|
|
2017
Q4 | $614K | Sell |
3,567
-215
| -6% | -$37K | 0.04% | 151 |
|
|
2017
Q3 | $593K | Sell |
3,782
-90
| -2% | -$14.1K | 0.05% | 117 |
|
|
2017
Q2 | $593K | Buy |
3,872
+125
| +3% | +$19.1K | 0.05% | 112 |
|
|
2017
Q1 | $486K | Buy |
3,747
+1,329
| +55% | +$172K | 0.05% | 114 |
|
|
2016
Q4 | $294K | Buy |
2,418
+531
| +28% | +$64.6K | 0.04% | 146 |
|
|
2016
Q3 | $218K | Buy |
+1,887
| New | +$218K | 0.03% | 128 |
|