Insight Folios’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $365K | Buy |
1,200
+29
| +2% | +$8.83K | 0.13% | 82 |
|
2024
Q2 | $298K | Buy |
1,171
+19
| +2% | +$4.84K | 0.12% | 94 |
|
2024
Q1 | $325K | Sell |
1,152
-104
| -8% | -$29.3K | 0.13% | 88 |
|
2023
Q4 | $372K | Sell |
1,256
-80
| -6% | -$23.7K | 0.16% | 72 |
|
2023
Q3 | $352K | Sell |
1,336
-134
| -9% | -$35.3K | 0.17% | 69 |
|
2023
Q2 | $439K | Sell |
1,470
-47
| -3% | -$14K | 0.18% | 61 |
|
2023
Q1 | $424K | Sell |
1,517
-42
| -3% | -$11.7K | 0.19% | 48 |
|
2022
Q4 | $411K | Buy |
1,559
+36
| +2% | +$9.49K | 0.19% | 55 |
|
2022
Q3 | $351K | Buy |
1,523
+46
| +3% | +$10.6K | 0.18% | 53 |
|
2022
Q2 | $365K | Buy |
1,477
+47
| +3% | +$11.6K | 0.17% | 67 |
|
2022
Q1 | $354K | Buy |
1,430
+124
| +9% | +$30.7K | 0.16% | 80 |
|
2021
Q4 | $350K | Buy |
1,306
+41
| +3% | +$11K | 0.16% | 86 |
|
2021
Q3 | $305K | Buy |
1,265
+161
| +15% | +$38.8K | 0.17% | 74 |
|
2021
Q2 | $255K | Buy |
+1,104
| New | +$255K | 0.15% | 59 |
|