Fulcrum Equity Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,095
| Closed | -$333K | – | 137 |
|
|
2024
Q3 | $333K | Sell |
1,095
-3
| -0.3% | -$914 | 0.28% | 107 |
|
|
2024
Q2 | $280K | Buy |
1,098
+224
| +26% | +$57.1K | 0.25% | 113 |
|
|
2024
Q1 | $247K | Buy |
874
+138
| +19% | +$38.9K | 0.29% | 100 |
|
|
2023
Q4 | $218K | Sell |
736
-197
| -21% | -$58.4K | 0.27% | 90 |
|
|
2023
Q3 | $246K | Buy |
+933
| New | +$246K | 0.29% | 86 |
|
|
2019
Q2 | – | Sell |
-1,703
| Closed | -$323K | – | 107 |
|
|
2019
Q1 | $323K | Hold |
1,703
| – | – | 0.11% | 65 |
|
|
2018
Q4 | $302K | Buy |
+1,703
| New | +$302K | 0.11% | 48 |
|