J. Goldman & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,024
| Closed | -$306K | – | 307 |
|
|
2023
Q2 | $306K | Sell |
1,024
-436
| -30% | -$130K | 0.01% | 205 |
|
|
2023
Q1 | $408K | Buy |
+1,460
| New | +$408K | 0.02% | 192 |
|
|
2020
Q2 | – | Sell |
-36,225
| Closed | -$5.99M | – | 236 |
|
|
2020
Q1 | $5.99M | Buy |
+36,225
| New | +$5.99M | 0.72% | 23 |
|
|
2016
Q4 | – | Sell |
-9,400
| Closed | -$1.08M | – | 248 |
|
|
2016
Q3 | $1.08M | Buy |
+9,400
| New | +$1.08M | 0.06% | 139 |
|
|
2016
Q2 | – | Sell |
-6,900
| Closed | -$867K | – | 254 |
|
|
2016
Q1 | $867K | Buy |
+6,900
| New | +$867K | 0.05% | 145 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 211 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 204 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 177 |
|