High Falls Advisors’s McDonald's MCD Stock Holding History

High Falls Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,238	Closed	-$986K	–	127
2024 Q3	$986K	Sell	3,238 -314	-9%	-$95.6K	0.23%	37
2024 Q2	$905K	Buy	3,552 +1	+0%	+$255	0.22%	40
2024 Q1	$1M	Hold	3,551	–	–	0.25%	39
2023 Q4	$1.05M	Sell	3,551 -200	-5%	-$59.3K	0.28%	33
2023 Q3	$988K	Hold	3,751	–	–	0.3%	32
2023 Q2	$1.12M	Buy	3,751 +1,235	+49%	+$369K	0.32%	28
2023 Q1	$704K	Hold	2,516	–	–	0.21%	41
2022 Q4	$663K	Hold	2,516	–	–	0.21%	44
2022 Q3	$581K	Hold	2,516	–	–	0.19%	52
2022 Q2	$621K	Hold	2,516	–	–	0.19%	53
2022 Q1	$622K	Buy	2,516 +250	+11%	+$61.8K	0.17%	56
2021 Q4	$607K	Buy	2,266 +28	+1%	+$7.5K	0.15%	61
2021 Q3	$539K	Buy	2,238 +1	+0%	+$241	0.15%	70
2021 Q2	$517K	Hold	2,237	–	–	0.14%	71
2021 Q1	$501K	Hold	2,237	–	–	0.14%	69
2020 Q4	$480K	Buy	+2,237	New	+$480K	0.14%	66
2020 Q3	–	Sell	-1,237	Closed	-$228K	–	68
2020 Q2	$228K	Buy	+1,237	New	+$228K	0.08%	84
2020 Q1	–	Sell	-5,526	Closed	-$1.09M	–	93
2019 Q4	$1.09M	Buy	5,526 +52	+0.9%	+$10.3K	0.31%	36
2019 Q3	$1.18M	Buy	5,474 +1	+0%	+$215	0.36%	29
2019 Q2	$1.14M	Buy	5,473 +251	+5%	+$52.1K	0.37%	30
2019 Q1	$992K	Buy	5,222 +393	+8%	+$74.7K	0.34%	32
2018 Q4	$858K	Buy	4,829 +1,003	+26%	+$178K	0.33%	27
2018 Q3	$640K	Sell	3,826 -198	-5%	-$33.1K	0.22%	46
2018 Q2	$630K	Buy	4,024 +1,502	+60%	+$235K	0.22%	47
2018 Q1	$394K	Hold	2,522	–	–	0.14%	59
2017 Q4	$434K	Hold	2,522	–	–	0.15%	56
2017 Q3	$395K	Hold	2,522	–	–	0.15%	59
2017 Q2	$386K	Hold	2,522	–	–	0.15%	51
2017 Q1	$327K	Hold	2,522	–	–	0.14%	67
2016 Q4	$307K	Hold	2,522	–	–	0.14%	63
2016 Q3	$291K	Buy	2,522 +300	+14%	+$34.6K	0.11%	64
2016 Q2	$263K	Hold	2,222	–	–	0.07%	75
2016 Q1	$279K	Hold	2,222	–	–	0.1%	82
2015 Q4	$263K	Buy	+2,222	New	+$263K	0.07%	75