HKIMG
Hutchens & Kramer Investment Management Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$297K | – | 155 |
|
|
2023
Q4 | $297K | Sell |
1,000
-62
| -6% | -$18.4K | 0.21% | 84 |
|
|
2023
Q3 | $274K | Hold |
1,062
| – | – | 0.22% | 85 |
|
|
2023
Q2 | $317K | Buy |
1,062
+62
| +6% | +$18.5K | 0.25% | 77 |
|
|
2023
Q1 | $280K | Sell |
1,000
-69
| -6% | -$19.3K | 0.24% | 85 |
|
|
2022
Q4 | $282K | Buy |
1,069
+69
| +7% | +$18.2K | 0.21% | 74 |
|
|
2022
Q3 | $235K | Hold |
1,000
| – | – | 0.19% | 77 |
|
|
2022
Q2 | $253K | Hold |
1,000
| – | – | 0.19% | 86 |
|
|
2022
Q1 | $249K | Hold |
1,000
| – | – | 0.14% | 103 |
|
|
2021
Q4 | $238K | Buy |
+1,000
| New | +$238K | 0.15% | 98 |
|