Heritage Wealth Management (Arizona)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $125K | Buy |
474
+87
| +22% | +$22.9K | 0.02% | 386 |
|
|
2022
Q3 | $89K | Hold |
387
| – | – | 0.03% | 335 |
|
|
2022
Q2 | $95.5K | Hold |
387
| – | – | 0.03% | 341 |
|
|
2022
Q1 | $96K | Buy |
+387
| New | +$96K | 0.03% | 371 |
|
|
2021
Q3 | $106K | Buy |
438
+1
| +0.2% | +$242 | 0.04% | 327 |
|
|
2021
Q2 | $101K | Sell |
437
-48
| -10% | -$11.1K | 0.04% | 338 |
|
|
2021
Q1 | $109K | Buy |
+485
| New | +$109K | 0.06% | 238 |
|