HL Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $21.4M | Buy |
112,757
+10,972
| +11% | +$2.08M | 0.33% | 50 |
|
2018
Q4 | $18.1M | Buy |
101,785
+2,542
| +3% | +$451K | 0.32% | 52 |
|
2018
Q3 | $16.6M | Buy |
99,243
+3,620
| +4% | +$606K | 0.26% | 60 |
|
2018
Q2 | $15M | Buy |
95,623
+767
| +0.8% | +$120K | 0.26% | 58 |
|
2018
Q1 | $14.8M | Sell |
94,856
-723
| -0.8% | -$113K | 0.26% | 53 |
|
2017
Q4 | $16.5M | Buy |
95,579
+815
| +0.9% | +$140K | 0.32% | 46 |
|
2017
Q3 | $14.8M | Sell |
94,764
-1,052
| -1% | -$165K | 0.29% | 52 |
|
2017
Q2 | $14.7M | Buy |
95,816
+1,609
| +2% | +$246K | 0.29% | 49 |
|
2017
Q1 | $12.2M | Sell |
94,207
-10,219
| -10% | -$1.32M | 0.25% | 55 |
|
2016
Q4 | $12.7M | Buy |
104,426
+27,628
| +36% | +$3.36M | 0.27% | 53 |
|
2016
Q3 | $8.86M | Sell |
76,798
-16,937
| -18% | -$1.95M | 0.21% | 69 |
|
2016
Q2 | $11.3M | Buy |
93,735
+160
| +0.2% | +$19.3K | 0.27% | 60 |
|
2016
Q1 | $11.8M | Sell |
93,575
-25,876
| -22% | -$3.25M | 0.29% | 58 |
|
2015
Q4 | $14.1M | Buy |
119,451
+4,139
| +4% | +$489K | 0.36% | 49 |
|
2015
Q3 | $11.4M | Sell |
115,312
-4,389
| -4% | -$432K | 0.32% | 52 |
|
2015
Q2 | $11.4M | Sell |
119,701
-8,077
| -6% | -$768K | 0.3% | 54 |
|
2015
Q1 | $12.5M | Buy |
127,778
+642
| +0.5% | +$62.6K | 0.34% | 53 |
|
2014
Q4 | $11.9M | Sell |
127,136
-6,081
| -5% | -$570K | 0.33% | 53 |
|
2014
Q3 | $12.6M | Buy |
133,217
+1,363
| +1% | +$129K | 0.37% | 51 |
|
2014
Q2 | $13.3M | Sell |
131,854
-7,286
| -5% | -$734K | 0.39% | 50 |
|
2014
Q1 | $13.6M | Sell |
139,140
-659
| -0.5% | -$64.6K | 0.41% | 50 |
|
2013
Q4 | $13.6M | Buy |
139,799
+46,532
| +50% | +$4.52M | 0.41% | 50 |
|
2013
Q3 | $8.97M | Buy |
93,267
+9,935
| +12% | +$956K | 0.31% | 60 |
|
2013
Q2 | $8.25M | Buy |
+83,332
| New | +$8.25M | 0.3% | 60 |
|