Hendley & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,045
| Closed | -$207K | – | 62 |
|
|
2019
Q4 | $207K | Buy |
1,045
+50
| +5% | +$9.9K | 0.09% | 58 |
|
|
2019
Q3 | $214K | Hold |
995
| – | – | 0.1% | 58 |
|
|
2019
Q2 | $207K | Buy |
+995
| New | +$207K | 0.1% | 57 |
|
|
2017
Q4 | – | Sell |
-1,880
| Closed | -$295K | – | 54 |
|
|
2017
Q3 | $295K | Sell |
1,880
-220
| -10% | -$34.5K | 0.16% | 50 |
|
|
2017
Q2 | $322K | Hold |
2,100
| – | – | 0.18% | 49 |
|
|
2017
Q1 | $272K | Hold |
2,100
| – | – | 0.16% | 51 |
|
|
2016
Q4 | $256K | Hold |
2,100
| – | – | 0.16% | 53 |
|
|
2016
Q3 | $242K | Hold |
2,100
| – | – | 0.15% | 57 |
|
|
2016
Q2 | $253K | Hold |
2,100
| – | – | 0.16% | 61 |
|
|
2016
Q1 | $264K | Hold |
2,100
| – | – | 0.16% | 59 |
|
|
2015
Q4 | $248K | Hold |
2,100
| – | – | 0.16% | 57 |
|
|
2015
Q3 | $207K | Buy |
+2,100
| New | +$207K | 0.14% | 60 |
|
|
2015
Q2 | – | Sell |
-27,219
| Closed | -$2.65M | – | 69 |
|
|
2015
Q1 | $2.65M | Sell |
27,219
-10
| -0% | -$974 | 1.6% | 23 |
|
|
2014
Q4 | $2.55M | Sell |
27,229
-1,290
| -5% | -$121K | 1.65% | 25 |
|
|
2014
Q3 | $2.7M | Sell |
28,519
-620
| -2% | -$58.8K | 1.73% | 27 |
|
|
2014
Q2 | $2.94M | Buy |
29,139
+165
| +0.6% | +$16.6K | 1.89% | 23 |
|
|
2014
Q1 | $2.84M | Sell |
28,974
-485
| -2% | -$47.5K | 1.99% | 21 |
|
|
2013
Q4 | $2.86M | Buy |
29,459
+7,770
| +36% | +$754K | 2.03% | 20 |
|
|
2013
Q3 | $2.09M | Buy |
21,689
+371
| +2% | +$35.7K | 1.73% | 29 |
|
|
2013
Q2 | $2.11M | Buy |
+21,318
| New | +$2.11M | 1.81% | 26 |
|