Householder Group Estate & Retirement Specialist’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 | $153K | Sell |
528
-2,450
| -82% | -$710K | 0.11% | 118 |
|
|
2024
Q3 | $907K | Sell |
2,978
-247
| -8% | -$75.2K | 0.26% | 85 |
|
|
2024
Q2 | $821K | Sell |
3,225
-415
| -11% | -$106K | 0.23% | 97 |
|
|
2024
Q1 | $1.03M | Sell |
3,640
-27
| -0.7% | -$7.62K | 0.31% | 72 |
|
|
2023
Q4 | $1.09M | Buy |
3,667
+63
| +2% | +$18.7K | 0.36% | 55 |
|
|
2023
Q3 | $950K | Buy |
+3,604
| New | +$950K | 0.34% | 62 |
|
|
2023
Q1 | $1.06M | Buy |
+3,775
| New | +$1.06M | 0.41% | 53 |
|
|
2022
Q4 | – | Sell |
-4,004
| Closed | -$924K | – | 786 |
|
|
2022
Q3 | $924K | Sell |
4,004
-46
| -1% | -$10.6K | 0.38% | 59 |
|
|
2022
Q2 | $1M | Sell |
4,050
-247
| -6% | -$61K | 0.45% | 51 |
|
|
2022
Q1 | $1.06M | Buy |
4,297
+1,287
| +43% | +$318K | 0.43% | 59 |
|
|
2021
Q4 | $807K | Buy |
+3,010
| New | +$807K | 0.3% | 89 |
|