HC Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.86M | Sell |
7,528
-213
| -3% | -$52.6K | 1.24% | 31 |
|
|
2022
Q1 | $1.91M | Sell |
7,741
-14
| -0.2% | -$3.46K | 1.14% | 31 |
|
|
2021
Q4 | $2.08M | Sell |
7,755
-85
| -1% | -$22.8K | 1.16% | 32 |
|
|
2021
Q3 | $1.89M | Sell |
7,840
-54
| -0.7% | -$13K | 1.13% | 33 |
|
|
2021
Q2 | $1.82M | Sell |
7,894
-398
| -5% | -$91.9K | 1.06% | 36 |
|
|
2021
Q1 | $1.86M | Sell |
8,292
-121
| -1% | -$27.1K | 1.13% | 32 |
|
|
2020
Q4 | $1.81M | Buy |
8,413
+81
| +1% | +$17.4K | 1.16% | 33 |
|
|
2020
Q3 | $1.83M | Sell |
8,332
-1,064
| -11% | -$234K | 1.31% | 29 |
|
|
2020
Q2 | $1.73M | Sell |
9,396
-358
| -4% | -$66K | 1.35% | 27 |
|
|
2020
Q1 | $1.61M | Buy |
9,754
+187
| +2% | +$30.9K | 1.44% | 24 |
|
|
2019
Q4 | $1.89M | Sell |
9,567
-766
| -7% | -$151K | 1.49% | 27 |
|
|
2019
Q3 | $2.22M | Sell |
10,333
-540
| -5% | -$116K | 1.9% | 19 |
|
|
2019
Q2 | $2.26M | Sell |
10,873
-373
| -3% | -$77.5K | 2.25% | 19 |
|
|
2019
Q1 | $2.14M | Buy |
+11,246
| New | +$2.14M | 2.24% | 19 |
|
|
2018
Q4 | – | Sell |
-10,669
| Closed | -$1.79M | – | 44 |
|
|
2018
Q3 | $1.79M | Buy |
10,669
+499
| +5% | +$83.5K | 1.58% | 26 |
|
|
2018
Q2 | $1.59M | Buy |
10,170
+182
| +2% | +$28.5K | 1.55% | 28 |
|
|
2018
Q1 | $1.56M | Sell |
9,988
-442
| -4% | -$69.1K | 1.54% | 27 |
|
|
2017
Q4 | $1.8M | Buy |
+10,430
| New | +$1.8M | 1.74% | 24 |
|