Girard Partners’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 | $2.83M | Sell |
11,116
-116
| -1% | -$29.6K | 0.27% | 74 |
|
2024
Q1 | $3.17M | Sell |
11,232
-450
| -4% | -$127K | 0.3% | 71 |
|
2023
Q4 | $3.46M | Sell |
11,682
-498
| -4% | -$148K | 0.35% | 64 |
|
2023
Q3 | $3.21M | Sell |
12,180
-591
| -5% | -$156K | 0.36% | 64 |
|
2023
Q2 | $3.81M | Sell |
12,771
-1,139
| -8% | -$340K | 0.4% | 56 |
|
2023
Q1 | $3.89M | Sell |
13,910
-924
| -6% | -$258K | 0.43% | 55 |
|
2022
Q4 | $3.91M | Buy |
14,834
+519
| +4% | +$137K | 0.44% | 59 |
|
2022
Q3 | $3.3M | Sell |
14,315
-750
| -5% | -$173K | 0.44% | 59 |
|
2022
Q2 | $3.72M | Buy |
15,065
+34
| +0.2% | +$8.39K | 0.47% | 58 |
|
2022
Q1 | $3.72M | Sell |
15,031
-240
| -2% | -$59.3K | 0.41% | 69 |
|
2021
Q4 | $4.09M | Buy |
15,271
+51
| +0.3% | +$13.7K | 0.44% | 71 |
|
2021
Q3 | $3.67M | Sell |
15,220
-106
| -0.7% | -$25.6K | 0.46% | 72 |
|
2021
Q2 | $3.54M | Sell |
15,326
-676
| -4% | -$156K | 0.46% | 69 |
|
2021
Q1 | $3.59M | Sell |
16,002
-908
| -5% | -$203K | 0.52% | 62 |
|
2020
Q4 | $3.63M | Sell |
16,910
-1,905
| -10% | -$409K | 0.56% | 54 |
|
2020
Q3 | $4.13M | Sell |
18,815
-1,736
| -8% | -$381K | 0.69% | 44 |
|
2020
Q2 | $3.79M | Sell |
20,551
-3,070
| -13% | -$566K | 0.68% | 44 |
|
2020
Q1 | $3.91M | Buy |
23,621
+723
| +3% | +$120K | 0.78% | 39 |
|
2019
Q4 | $4.52M | Buy |
22,898
+188
| +0.8% | +$37.1K | 0.75% | 41 |
|
2019
Q3 | $4.88M | Sell |
22,710
-1,316
| -5% | -$283K | 0.91% | 38 |
|
2019
Q2 | $4.99M | Buy |
24,026
+4
| +0% | +$831 | 0.88% | 36 |
|
2019
Q1 | $4.56M | Sell |
24,022
-995
| -4% | -$189K | 0.85% | 35 |
|
2018
Q4 | $4.44M | Sell |
25,017
-2,138
| -8% | -$380K | 0.93% | 33 |
|
2018
Q3 | $4.54M | Sell |
27,155
-504
| -2% | -$84.3K | 0.81% | 34 |
|
2018
Q2 | $4.33M | Sell |
27,659
-366
| -1% | -$57.4K | 0.82% | 35 |
|
2018
Q1 | $4.38M | Buy |
28,025
+500
| +2% | +$78.2K | 1.03% | 25 |
|
2017
Q4 | $4.74M | Sell |
27,525
-2,412
| -8% | -$415K | 0.91% | 32 |
|
2017
Q3 | $4.69M | Buy |
29,937
+202
| +0.7% | +$31.7K | 0.97% | 33 |
|
2017
Q2 | $4.55M | Buy |
29,735
+1,673
| +6% | +$256K | 0.99% | 31 |
|
2017
Q1 | $3.64M | Buy |
28,062
+1,185
| +4% | +$154K | 0.88% | 39 |
|
2016
Q4 | $3.27M | Buy |
26,877
+1,110
| +4% | +$135K | 0.95% | 36 |
|
2016
Q3 | $2.97M | Buy |
25,767
+2,255
| +10% | +$260K | 0.99% | 32 |
|
2016
Q2 | $2.83M | Buy |
23,512
+632
| +3% | +$76K | 1.08% | 26 |
|
2016
Q1 | $2.88M | Sell |
22,880
-453
| -2% | -$56.9K | 1.26% | 19 |
|
2015
Q4 | $2.76M | Sell |
23,333
-535
| -2% | -$63.2K | 1.33% | 20 |
|
2015
Q3 | $2.35M | Sell |
23,868
-2,047
| -8% | -$202K | 1.33% | 20 |
|
2015
Q2 | $2.46M | Sell |
25,915
-289
| -1% | -$27.5K | 1.38% | 20 |
|
2015
Q1 | $2.55M | Sell |
26,204
-928
| -3% | -$90.4K | 1.51% | 15 |
|
2014
Q4 | $2.54M | Sell |
27,132
-1,837
| -6% | -$172K | 1.59% | 15 |
|
2014
Q3 | $2.75M | Buy |
28,969
+902
| +3% | +$85.5K | 1.84% | 9 |
|
2014
Q2 | $2.83M | Sell |
28,067
-3,500
| -11% | -$353K | 1.95% | 7 |
|
2014
Q1 | $3.1M | Sell |
31,567
-96
| -0.3% | -$9.41K | 2.2% | 6 |
|
2013
Q4 | $3.07M | Buy |
+31,663
| New | +$3.07M | 2.44% | 6 |
|