J.P. Marvel Investment Advisors’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,700	Closed	-$2.17M	–	74
2024 Q1	$2.17M	Hold	7,700	–	–	0.38%	49
2023 Q4	$2.28M	Sell	7,700 -189	-2%	-$56K	0.45%	47
2023 Q3	$2.08M	Hold	7,889	–	–	0.45%	46
2023 Q2	$2.35M	Hold	7,889	–	–	0.49%	46
2023 Q1	$2.21M	Hold	7,889	–	–	0.5%	46
2022 Q4	$2.08M	Hold	7,889	–	–	0.49%	46
2022 Q3	$1.82M	Hold	7,889	–	–	0.46%	48
2022 Q2	$1.95M	Hold	7,889	–	–	0.47%	46
2022 Q1	$1.95M	Hold	7,889	–	–	0.4%	49
2021 Q4	$2.12M	Hold	7,889	–	–	0.41%	45
2021 Q3	$1.9M	Hold	7,889	–	–	0.57%	38
2021 Q2	$1.82M	Hold	7,889	–	–	0.39%	52
2021 Q1	$1.77M	Hold	7,889	–	–	0.42%	50
2020 Q4	$1.69M	Hold	7,889	–	–	0.44%	46
2020 Q3	$1.73M	Hold	7,889	–	–	0.5%	45
2020 Q2	$1.46M	Hold	7,889	–	–	0.46%	43
2020 Q1	$1.3M	Hold	7,889	–	–	0.49%	42
2019 Q4	$1.56M	Hold	7,889	–	–	0.45%	47
2019 Q3	$1.69M	Buy	+7,889	New	+$1.69M	0.54%	46
2019 Q1	$1.5M	Hold	7,889	–	–	0.49%	49
2018 Q4	$1.4M	Buy	+7,889	New	+$1.4M	0.51%	48
2018 Q2	$1.24M	Hold	7,889	–	–	0.38%	59
2018 Q1	$1.23M	Buy	7,889 +189	+2%	+$29.6K	0.38%	59
2017 Q4	$1.33M	Hold	7,700	–	–	0.4%	56
2017 Q3	$1.21M	Hold	7,700	–	–	0.38%	55
2017 Q2	$1.18M	Hold	7,700	–	–	0.39%	55
2017 Q1	$998K	Hold	7,700	–	–	0.33%	58
2016 Q4	$937K	Hold	7,700	–	–	0.32%	59
2016 Q3	$888K	Hold	7,700	–	–	0.31%	57
2016 Q2	$927K	Sell	7,700 -790	-9%	-$95.1K	0.32%	57
2016 Q1	$1.07M	Buy	8,490 +1,200	+16%	+$151K	0.38%	52
2015 Q4	$861K	Buy	+7,290	New	+$861K	0.3%	55
2013 Q4	–	Sell	-30,170	Closed	-$2.9M	–	83
2013 Q3	$2.9M	Sell	30,170 -250	-0.8%	-$24.1K	1.13%	39
2013 Q2	$3.01M	Buy	+30,420	New	+$3.01M	1.25%	36