Fort LP’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-923
| Closed | -$260K | – | 142 |
|
|
2024
Q1 | $260K | Sell |
923
-113
| -11% | -$31.9K | 0.65% | 71 |
|
|
2023
Q4 | $307K | Sell |
1,036
-54
| -5% | -$16K | 0.76% | 26 |
|
|
2023
Q3 | $287K | Sell |
1,090
-7
| -0.6% | -$1.84K | 0.79% | 35 |
|
|
2023
Q2 | $327K | Sell |
1,097
-93
| -8% | -$27.8K | 0.87% | 14 |
|
|
2023
Q1 | $333K | Sell |
1,190
-128
| -10% | -$35.8K | 0.86% | 21 |
|
|
2022
Q4 | $347K | Buy |
1,318
+225
| +21% | +$59.3K | 0.53% | 104 |
|
|
2022
Q3 | $252K | Sell |
1,093
-57
| -5% | -$13.1K | 0.31% | 172 |
|
|
2022
Q2 | $284K | Buy |
+1,150
| New | +$284K | 0.19% | 211 |
|
|
2020
Q4 | – | Sell |
-953
| Closed | -$209K | – | 288 |
|
|
2020
Q3 | $209K | Sell |
953
-1,295
| -58% | -$284K | 0.09% | 286 |
|
|
2020
Q2 | $415K | Sell |
2,248
-4,807
| -68% | -$887K | 0.22% | 191 |
|
|
2020
Q1 | $1.17M | Sell |
7,055
-744
| -10% | -$123K | 0.26% | 178 |
|
|
2019
Q4 | $1.54M | Buy |
7,799
+2,316
| +42% | +$458K | 0.27% | 183 |
|
|
2019
Q3 | $1.18M | Buy |
5,483
+3,826
| +231% | +$821K | 0.22% | 196 |
|
|
2019
Q2 | $344K | Sell |
1,657
-340
| -17% | -$70.6K | 0.07% | 265 |
|
|
2019
Q1 | $379K | Buy |
1,997
+1,703
| +579% | +$323K | 0.08% | 258 |
|
|
2018
Q4 | $52K | Sell |
294
-32
| -10% | -$5.66K | 0.01% | 349 |
|
|
2018
Q3 | $55K | Buy |
+326
| New | +$55K | 0.01% | 326 |
|