Investment Management of Virginia’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $220K | Sell |
786
-30
| -4% | -$8.39K | 0.04% | 173 |
|
|
2022
Q4 | $215K | Buy |
+816
| New | +$215K | 0.04% | 173 |
|
|
2022
Q3 | – | Sell |
-841
| Closed | -$207K | – | 175 |
|
|
2022
Q2 | $207K | Sell |
841
-190
| -18% | -$46.8K | 0.04% | 171 |
|
|
2022
Q1 | $254K | Sell |
1,031
-85
| -8% | -$20.9K | 0.04% | 170 |
|
|
2021
Q4 | $299K | Buy |
1,116
+60
| +6% | +$16.1K | 0.05% | 162 |
|
|
2021
Q3 | $255K | Hold |
1,056
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $244K | Sell |
1,056
-65
| -6% | -$15K | 0.05% | 154 |
|
|
2021
Q1 | $251K | Buy |
1,121
+75
| +7% | +$16.8K | 0.05% | 140 |
|
|
2020
Q4 | $224K | Hold |
1,046
| – | – | 0.05% | 142 |
|
|
2020
Q3 | $230K | Sell |
1,046
-200
| -16% | -$44K | 0.06% | 139 |
|
|
2020
Q2 | $230K | Buy |
+1,246
| New | +$230K | 0.06% | 135 |
|
|
2020
Q1 | – | Sell |
-1,106
| Closed | -$219K | – | 147 |
|
|
2019
Q4 | $219K | Hold |
1,106
| – | – | 0.05% | 132 |
|
|
2019
Q3 | $237K | Sell |
1,106
-50
| -4% | -$10.7K | 0.06% | 132 |
|
|
2019
Q2 | $240K | Sell |
1,156
-1,156
| -50% | -$240K | 0.06% | 140 |
|
|
2019
Q1 | $440K | Buy |
+2,312
| New | +$440K | 0.05% | 146 |
|