Forte Capital’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 |
-851
| Closed | -$240K | – | 236 |
|
|
2024
Q1 | $240K | Sell |
851
-55
| -6% | -$15.5K | 0.03% | 220 |
|
|
2023
Q4 | $269K | Sell |
906
-100
| -10% | -$29.7K | 0.04% | 197 |
|
|
2023
Q3 | $265K | Buy |
1,006
+34
| +3% | +$8.96K | 0.04% | 186 |
|
|
2023
Q2 | $290K | Sell |
972
-60
| -6% | -$17.9K | 0.04% | 178 |
|
|
2023
Q1 | $289K | Sell |
1,032
-25
| -2% | -$6.99K | 0.04% | 176 |
|
|
2022
Q4 | $279K | Sell |
1,057
-50
| -5% | -$13.2K | 0.05% | 173 |
|
|
2022
Q3 | $255K | Sell |
1,107
-30
| -3% | -$6.91K | 0.05% | 166 |
|
|
2022
Q2 | $281K | Sell |
1,137
-115
| -9% | -$28.4K | 0.05% | 164 |
|
|
2022
Q1 | $336K | Hold |
1,252
| – | – | 0.04% | 172 |
|
|
2021
Q4 | $336K | Sell |
1,252
-47
| -4% | -$12.6K | 0.04% | 172 |
|
|
2021
Q3 | $313K | Sell |
1,299
-1
| -0.1% | -$241 | 0.04% | 177 |
|
|
2021
Q2 | $300K | Buy |
1,300
+131
| +11% | +$30.2K | 0.04% | 182 |
|
|
2021
Q1 | $262K | Sell |
1,169
-11
| -0.9% | -$2.47K | 0.04% | 184 |
|
|
2020
Q4 | $253K | Sell |
1,180
-98
| -8% | -$21K | 0.04% | 179 |
|
|
2020
Q3 | $281K | Sell |
1,278
-202
| -14% | -$44.4K | 0.05% | 159 |
|
|
2020
Q2 | $255K | Buy |
+1,480
| New | +$255K | 0.05% | 157 |
|