Haverford Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,458
| Closed | -$244K | – | 73 |
|
|
2018
Q3 | $244K | Buy |
1,458
+21
| +1% | +$3.51K | 0.09% | 71 |
|
|
2018
Q2 | $225K | Sell |
1,437
-591
| -29% | -$92.5K | 0.08% | 74 |
|
|
2018
Q1 | $317K | Sell |
2,028
-206
| -9% | -$32.2K | 0.12% | 63 |
|
|
2017
Q4 | $385K | Buy |
2,234
+32
| +1% | +$5.52K | 0.14% | 56 |
|
|
2017
Q3 | $345K | Hold |
2,202
| – | – | 0.13% | 51 |
|
|
2017
Q2 | $337K | Sell |
2,202
-126
| -5% | -$19.3K | 0.14% | 44 |
|
|
2017
Q1 | $302K | Sell |
2,328
-11
| -0.5% | -$1.43K | 0.12% | 47 |
|
|
2016
Q4 | $285K | Buy |
2,339
+1
| +0% | +$122 | 0.12% | 48 |
|
|
2016
Q3 | $270K | Sell |
2,338
-30
| -1% | -$3.46K | 0.12% | 50 |
|
|
2016
Q2 | $285K | Sell |
2,368
-28
| -1% | -$3.37K | 0.12% | 50 |
|
|
2016
Q1 | $301K | Sell |
2,396
-1
| -0% | -$126 | 0.13% | 48 |
|
|
2015
Q4 | $283K | Sell |
2,397
-72
| -3% | -$8.5K | 0.12% | 41 |
|
|
2015
Q3 | $243K | Buy |
2,469
+3
| +0.1% | +$295 | 0.11% | 39 |
|
|
2015
Q2 | $234K | Sell |
2,466
-158
| -6% | -$15K | 0.1% | 40 |
|
|
2015
Q1 | $256K | Sell |
2,624
-130
| -5% | -$12.7K | 0.1% | 42 |
|
|
2014
Q4 | $258K | Sell |
2,754
-70,033
| -96% | -$6.56M | 0.11% | 38 |
|
|
2014
Q3 | $6.92M | Buy |
72,787
+983
| +1% | +$93.5K | 3.1% | 19 |
|
|
2014
Q2 | $7.22M | Sell |
71,804
-13,665
| -16% | -$1.37M | 3.17% | 15 |
|
|
2014
Q1 | $8.38M | Buy |
85,469
+1,354
| +2% | +$133K | 3.83% | 6 |
|
|
2013
Q4 | $8.16M | Buy |
84,115
+4,573
| +6% | +$444K | 3.84% | 9 |
|
|
2013
Q3 | $7.65M | Buy |
79,542
+2,099
| +3% | +$202K | 4.22% | 6 |
|
|
2013
Q2 | $7.67M | Buy |
+77,443
| New | +$7.67M | 4.32% | 4 |
|