Jacobus Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $532K | Hold |
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|
2017
Q2 | $520K | Buy |
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|
2017
Q1 | $100K | Sell |
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|
2016
Q4 | $179K | Sell |
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|
2016
Q3 | $435K | Buy |
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|
2016
Q2 | $360K | Sell |
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|
2016
Q1 | $683K | Sell |
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|
2015
Q4 | $660K | Hold |
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|
2015
Q3 | $551K | Hold |
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|
2015
Q2 | $531K | Buy |
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|
2015
Q1 | $482K | Buy |
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|
2014
Q4 | $417K | Sell |
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|
2014
Q3 | $477K | Sell |
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|
2014
Q2 | $618K | Sell |
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|
2014
Q1 | $703K | Buy |
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|
2013
Q4 | $673K | Buy |
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|
2013
Q3 | $254K | Sell |
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|
2013
Q2 | $338K | Buy |
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