Halpern Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.7K | Buy |
68
+8
| +13% | +$2.43K | 0.01% | 127 |
|
|
2024
Q2 | $15.3K | Hold |
60
| – | – | ﹤0.01% | 138 |
|
|
2024
Q1 | $16.5K | Hold |
60
| – | – | ﹤0.01% | 144 |
|
|
2023
Q4 | $17.7K | Hold |
60
| – | – | 0.01% | 151 |
|
|
2023
Q3 | $15.8K | Sell |
60
-17
| -22% | -$4.48K | 0.01% | 135 |
|
|
2023
Q2 | $23K | Hold |
77
| – | – | 0.01% | 110 |
|
|
2023
Q1 | $21.5K | Hold |
77
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $20.3K | Hold |
77
| – | – | 0.01% | 112 |
|
|
2022
Q3 | $17.8K | Hold |
77
| – | – | 0.01% | 118 |
|
|
2022
Q2 | $19K | Hold |
77
| – | – | 0.01% | 125 |
|
|
2022
Q1 | $19K | Sell |
77
-72
| -48% | -$17.8K | 0.01% | 143 |
|
|
2021
Q4 | $39.9K | Hold |
149
| – | – | 0.02% | 93 |
|
|
2021
Q3 | $35.9K | Buy |
+149
| New | +$35.9K | 0.02% | 83 |
|