Heritage Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,651
| Closed | -$503K | – | 112 |
|
|
2024
Q3 | $503K | Buy |
+1,651
| New | +$503K | 0.1% | 56 |
|
|
2024
Q2 | – | Sell |
-830
| Closed | -$234K | – | 103 |
|
|
2024
Q1 | $234K | Sell |
830
-103
| -11% | -$29K | 0.05% | 94 |
|
|
2023
Q4 | $277K | Hold |
933
| – | – | 0.06% | 80 |
|
|
2023
Q3 | $246K | Sell |
933
-954
| -51% | -$252K | 0.07% | 81 |
|
|
2023
Q2 | $563K | Buy |
1,887
+947
| +101% | +$283K | 0.16% | 42 |
|
|
2023
Q1 | $263K | Hold |
940
| – | – | 0.08% | 66 |
|
|
2022
Q4 | $248K | Sell |
940
-100
| -10% | -$26.4K | 0.08% | 64 |
|
|
2022
Q3 | $240K | Hold |
1,040
| – | – | 0.15% | 65 |
|
|
2022
Q2 | $257K | Hold |
1,040
| – | – | 0.15% | 64 |
|
|
2022
Q1 | $257K | Hold |
1,040
| – | – | 0.19% | 71 |
|
|
2021
Q4 | $279K | Buy |
+1,040
| New | +$279K | 0.22% | 64 |
|