Highland Private Wealth Management’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 | – | Sell |
-4,109
| Closed | -$948K | – | 93 |
|
|
2022
Q3 | $948K | Buy |
4,109
+350
| +9% | +$80.8K | 0.15% | 58 |
|
|
2022
Q2 | $928K | Sell |
3,759
-271
| -7% | -$66.9K | 0.14% | 58 |
|
|
2022
Q1 | $997K | Buy |
4,030
+134
| +3% | +$33.2K | 0.13% | 58 |
|
|
2021
Q4 | $1.04M | Buy |
3,896
+121
| +3% | +$32.4K | 0.13% | 59 |
|
|
2021
Q3 | $911K | Buy |
3,775
+107
| +3% | +$25.8K | 0.13% | 58 |
|
|
2021
Q2 | $847K | Buy |
3,668
+46
| +1% | +$10.6K | 0.13% | 61 |
|
|
2021
Q1 | $812K | Sell |
3,622
-18
| -0.5% | -$4.04K | 0.13% | 61 |
|
|
2020
Q4 | $781K | Buy |
3,640
+35
| +1% | +$7.51K | 0.13% | 60 |
|
|
2020
Q3 | $791K | Sell |
3,605
-100
| -3% | -$21.9K | 0.16% | 55 |
|
|
2020
Q2 | $683K | Sell |
3,705
-305
| -8% | -$56.2K | 0.15% | 56 |
|
|
2020
Q1 | $663K | Buy |
4,010
+952
| +31% | +$157K | 0.18% | 51 |
|
|
2019
Q4 | $604K | Sell |
3,058
-298
| -9% | -$58.9K | 0.14% | 60 |
|
|
2019
Q3 | $720K | Buy |
3,356
+733
| +28% | +$157K | 0.2% | 48 |
|
|
2019
Q2 | $545K | Buy |
2,623
+226
| +9% | +$47K | 0.16% | 57 |
|
|
2019
Q1 | $455K | Buy |
2,397
+7
| +0.3% | +$1.33K | 0.14% | 62 |
|
|
2018
Q4 | $424K | Buy |
2,390
+30
| +1% | +$5.32K | 0.16% | 57 |
|
|
2018
Q3 | $395K | Buy |
2,360
+60
| +3% | +$10K | 0.13% | 64 |
|
|
2018
Q2 | $361K | Buy |
+2,300
| New | +$361K | 0.13% | 64 |
|
|
2018
Q1 | – | Sell |
-2,252
| Closed | -$387K | – | 135 |
|
|
2017
Q4 | $387K | Buy |
2,252
+13
| +0.6% | +$2.23K | 0.16% | 57 |
|
|
2017
Q3 | $350K | Buy |
2,239
+57
| +3% | +$8.91K | 0.15% | 59 |
|
|
2017
Q2 | $335K | Buy |
2,182
+6
| +0.3% | +$921 | 0.16% | 55 |
|
|
2017
Q1 | $283K | Sell |
2,176
-22
| -1% | -$2.86K | 0.15% | 55 |
|
|
2016
Q4 | $268K | Sell |
2,198
-5
| -0.2% | -$610 | 0.14% | 61 |
|
|
2016
Q3 | $254K | Sell |
2,203
-16
| -0.7% | -$1.85K | 0.13% | 57 |
|
|
2016
Q2 | $267K | Buy |
2,219
+114
| +5% | +$13.7K | 0.15% | 59 |
|
|
2016
Q1 | $264K | Buy |
+2,105
| New | +$264K | 0.16% | 54 |
|