GFS Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,020
| Closed | -$202K | – | 126 |
|
|
2019
Q4 | $202K | Hold |
1,020
| – | – | 0.05% | 121 |
|
|
2019
Q3 | $219K | Hold |
1,020
| – | – | 0.06% | 115 |
|
|
2019
Q2 | $212K | Buy |
+1,020
| New | +$202K | 0.06% | 114 |
|
|
2019
Q1 | – | Sell |
-1,146
| Closed | -$203K | – | 119 |
|
|
2018
Q4 | $203K | Buy |
+1,146
| New | +$203K | 0.05% | 113 |
|
|
2018
Q3 | – | Sell |
-4,833
| Closed | -$757K | – | 148 |
|
|
2018
Q2 | $757K | Hold |
4,833
| – | – | 0.16% | 91 |
|
|
2018
Q1 | $755K | Sell |
4,833
-167
| -3% | -$27.5K | 0.16% | 94 |
|
|
2017
Q4 | $860K | Buy |
5,000
+843
| +20% | +$142K | 0.19% | 87 |
|
|
2017
Q3 | $651K | Sell |
4,157
-144
| -3% | -$22.6K | 0.15% | 98 |
|
|
2017
Q2 | $659K | Hold |
4,301
| – | – | 0.14% | 103 |
|
|
2017
Q1 | $557K | Buy |
+4,301
| New | +$540K | 0.11% | 110 |
|
|
2016
Q2 | – | Sell |
-1,971
| Closed | -$247K | – | 138 |
|
|
2016
Q1 | $247K | Buy |
+1,971
| New | +$236K | 0.06% | 123 |
|
|
2015
Q3 | – | Sell |
-2,490
| Closed | -$237K | – | 129 |
|
|
2015
Q2 | $237K | Sell |
2,490
-41
| -2% | -$3.97K | 0.08% | 119 |
|
|
2015
Q1 | $247K | Sell |
2,531
-40,127
| -94% | -$3.81M | 0.09% | 113 |
|
|
2014
Q4 | $4M | Sell |
42,658
-11,700
| -22% | -$1.1M | 1.59% | 17 |
|
|
2014
Q3 | $5.15M | Buy |
54,358
+42,610
| +363% | +$4.06M | 2.14% | 11 |
|
|
2014
Q2 | $1.18M | Buy |
11,748
+2,450
| +26% | +$247K | 0.48% | 61 |
|
|
2014
Q1 | $911K | Buy |
9,298
+387
| +4% | +$37K | 0.36% | 68 |
|
|
2013
Q4 | $865K | Buy |
8,911
+1,065
| +14% | +$102K | 0.43% | 60 |
|
|
2013
Q3 | $755K | Buy |
7,846
+126
| +2% | +$12.3K | 0.4% | 64 |
|
|
2013
Q2 | $764K | Buy |
+7,720
| New | +$773K | 0.44% | 63 |
|
Other funds holding MCD
