GW & Wade’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.32M | Buy |
21,303
+1,730
| +9% | +$513K | 0.21% | 94 |
|
|
2023
Q3 | $5.16M | Buy |
19,573
+1,196
| +7% | +$315K | 0.19% | 95 |
|
|
2023
Q2 | $5.48M | Sell |
18,377
-680
| -4% | -$203K | 0.2% | 89 |
|
|
2023
Q1 | $5.33M | Sell |
19,057
-366
| -2% | -$102K | 0.2% | 89 |
|
|
2022
Q4 | $5.12M | Buy |
19,423
+130
| +0.7% | +$34.3K | 0.21% | 88 |
|
|
2022
Q3 | $4.45M | Buy |
19,293
+1,421
| +8% | +$328K | 0.22% | 86 |
|
|
2022
Q2 | $4.41M | Buy |
17,872
+964
| +6% | +$238K | 0.2% | 87 |
|
|
2022
Q1 | $4.18M | Sell |
16,908
-191
| -1% | -$47.2K | 0.18% | 89 |
|
|
2021
Q4 | $4.58M | Sell |
17,099
-41
| -0.2% | -$11K | 0.2% | 83 |
|
|
2021
Q3 | $4.13M | Buy |
17,140
+465
| +3% | +$112K | 0.2% | 84 |
|
|
2021
Q2 | $3.85M | Sell |
16,675
-826
| -5% | -$191K | 0.19% | 89 |
|
|
2021
Q1 | $3.92M | Buy |
17,501
+4,443
| +34% | +$996K | 0.21% | 81 |
|
|
2020
Q4 | $2.8M | Buy |
13,058
+6,913
| +112% | +$1.48M | 0.17% | 85 |
|
|
2020
Q3 | $1.35M | Sell |
6,145
-107
| -2% | -$23.5K | 0.1% | 103 |
|
|
2020
Q2 | $1.15M | Buy |
6,252
+236
| +4% | +$43.5K | 0.09% | 108 |
|
|
2020
Q1 | $995K | Sell |
6,016
-12
| -0.2% | -$1.99K | 0.09% | 108 |
|
|
2019
Q4 | $1.19M | Sell |
6,028
-85
| -1% | -$16.8K | 0.09% | 115 |
|
|
2019
Q3 | $1.31M | Buy |
6,113
+158
| +3% | +$33.9K | 0.11% | 105 |
|
|
2019
Q2 | $1.24M | Sell |
5,955
-60
| -1% | -$12.5K | 0.11% | 106 |
|
|
2019
Q1 | $1.14M | Sell |
6,015
-250
| -4% | -$47.5K | 0.11% | 107 |
|
|
2018
Q4 | $1.11M | Sell |
6,265
-29
| -0.5% | -$5.15K | 0.12% | 105 |
|
|
2018
Q3 | $1.05M | Buy |
6,294
+9
| +0.1% | +$1.51K | 0.11% | 111 |
|
|
2018
Q2 | $985K | Buy |
6,285
+478
| +8% | +$74.9K | 0.11% | 112 |
|
|
2018
Q1 | $908K | Sell |
5,807
-56
| -1% | -$8.76K | 0.11% | 111 |
|
|
2017
Q4 | $1.01M | Sell |
5,863
-12
| -0.2% | -$2.07K | 0.12% | 100 |
|
|
2017
Q3 | $920K | Buy |
5,875
+9
| +0.2% | +$1.41K | 0.11% | 101 |
|
|
2017
Q2 | $899K | Sell |
5,866
-171
| -3% | -$26.2K | 0.11% | 101 |
|
|
2017
Q1 | $783K | Sell |
6,037
-36,085
| -86% | -$4.68M | 0.1% | 104 |
|
|
2016
Q4 | $5.13M | Sell |
42,122
-3,986
| -9% | -$485K | 0.84% | 34 |
|
|
2016
Q3 | $5.32M | Buy |
46,108
+698
| +2% | +$80.5K | 0.96% | 32 |
|
|
2016
Q2 | $5.47M | Buy |
45,410
+5,836
| +15% | +$702K | 0.94% | 30 |
|
|
2016
Q1 | $4.97M | Buy |
39,574
+824
| +2% | +$104K | 0.97% | 31 |
|
|
2015
Q4 | $4.58M | Buy |
38,750
+1,773
| +5% | +$209K | 0.96% | 29 |
|
|
2015
Q3 | $3.64M | Sell |
36,977
-7
| -0% | -$690 | 0.81% | 32 |
|
|
2015
Q2 | $3.52M | Sell |
36,984
-1,438
| -4% | -$137K | 0.7% | 37 |
|
|
2015
Q1 | $3.74M | Buy |
38,422
+1,143
| +3% | +$111K | 0.7% | 38 |
|
|
2014
Q4 | $3.49M | Sell |
37,279
-864
| -2% | -$81K | 0.91% | 38 |
|
|
2014
Q3 | $3.62M | Buy |
38,143
+2,967
| +8% | +$281K | 1.05% | 34 |
|
|
2014
Q2 | $3.54M | Buy |
35,176
+448
| +1% | +$45.1K | 1.05% | 36 |
|
|
2014
Q1 | $3.4M | Buy |
34,728
+1,343
| +4% | +$132K | 1.1% | 36 |
|
|
2013
Q4 | $3.24M | Sell |
33,385
-462
| -1% | -$44.8K | 1.05% | 38 |
|
|
2013
Q3 | $3.26M | Buy |
33,847
+287
| +0.9% | +$27.6K | 1.13% | 38 |
|
|
2013
Q2 | $3.32M | Buy |
+33,560
| New | +$3.32M | 1.2% | 32 |
|