IPC
Independent Portfolio Consultants’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $216K | Buy |
1,410
+705
| +100% | +$108K | 0.09% | 275 |
|
|
2017
Q1 | $91K | Sell |
705
-432
| -38% | -$55.8K | 0.03% | 464 |
|
|
2016
Q4 | $138K | Buy |
1,137
+327
| +40% | +$39.7K | 0.05% | 383 |
|
|
2016
Q3 | $93K | Sell |
810
-2,545
| -76% | -$292K | 0.03% | 457 |
|
|
2016
Q2 | $404K | Sell |
3,355
-8,172
| -71% | -$984K | 0.13% | 245 |
|
|
2016
Q1 | $1.45M | Sell |
11,527
-6,447
| -36% | -$810K | 0.41% | 69 |
|
|
2015
Q4 | $2.12M | Sell |
17,974
-4,055
| -18% | -$479K | 0.63% | 25 |
|
|
2015
Q3 | $2.17M | Buy |
22,029
+835
| +4% | +$82.3K | 0.47% | 61 |
|
|
2015
Q2 | $2.02M | Buy |
21,194
+1,295
| +7% | +$123K | 0.4% | 69 |
|
|
2015
Q1 | $1.94M | Sell |
19,899
-11,450
| -37% | -$1.12M | 0.4% | 79 |
|
|
2014
Q4 | $2.94M | Buy |
31,349
+15,387
| +96% | +$1.44M | 0.59% | 36 |
|
|
2014
Q3 | $1.51M | Buy |
15,962
+5,570
| +54% | +$528K | 0.41% | 53 |
|
|
2014
Q2 | $1.05M | Buy |
10,392
+1,450
| +16% | +$146K | 0.29% | 81 |
|
|
2014
Q1 | $876K | Sell |
8,942
-810
| -8% | -$79.4K | 0.28% | 104 |
|
|
2013
Q4 | $946K | Buy |
9,752
+1,635
| +20% | +$159K | 0.33% | 71 |
|
|
2013
Q3 | $781K | Buy |
8,117
+630
| +8% | +$60.6K | 0.31% | 86 |
|
|
2013
Q2 | $741K | Buy |
+7,487
| New | +$741K | 0.33% | 77 |
|