Johanson Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $765K | Buy |
2,854
+13
| +0.5% | +$3.49K | 0.23% | 71 |
|
|
2021
Q3 | $685K | Buy |
2,841
+50
| +2% | +$12.1K | 0.24% | 75 |
|
|
2021
Q2 | $661K | Buy |
2,791
+692
| +33% | +$164K | 0.22% | 76 |
|
|
2021
Q1 | $483K | Buy |
2,099
+153
| +8% | +$35.2K | 0.18% | 84 |
|
|
2020
Q4 | $418K | Buy |
1,946
+110
| +6% | +$23.6K | 0.17% | 81 |
|
|
2020
Q3 | $415K | Buy |
1,836
+234
| +15% | +$52.9K | 0.19% | 78 |
|
|
2020
Q2 | $296K | Buy |
1,602
+175
| +12% | +$32.3K | 0.15% | 85 |
|
|
2020
Q1 | $236K | Sell |
1,427
-274,355
| -99% | -$45.4M | 0.14% | 83 |
|
|
2019
Q4 | $1.4M | Buy |
275,782
+274,263
| +18,055% | +$1.39M | 0.07% | 119 |
|
|
2019
Q3 | $325K | Buy |
1,519
+9
| +0.6% | +$1.93K | 0.17% | 76 |
|
|
2019
Q2 | $314K | Buy |
1,510
+6
| +0.4% | +$1.25K | 0.17% | 78 |
|
|
2019
Q1 | $284K | Buy |
1,504
+8
| +0.5% | +$1.51K | 0.16% | 81 |
|
|
2018
Q4 | $266K | Buy |
1,496
+68
| +5% | +$12.1K | 0.18% | 77 |
|
|
2018
Q3 | $240K | Buy |
1,428
+9
| +0.6% | +$1.51K | 0.14% | 83 |
|
|
2018
Q2 | $221K | Buy |
1,419
+6
| +0.4% | +$934 | 0.14% | 82 |
|
|
2018
Q1 | $221K | Buy |
1,413
+9
| +0.6% | +$1.41K | 0.15% | 78 |
|
|
2017
Q4 | $243K | Buy |
1,404
+6
| +0.4% | +$1.04K | 0.16% | 78 |
|
|
2017
Q3 | $219K | Buy |
1,398
+7
| +0.5% | +$1.1K | 0.16% | 80 |
|
|
2017
Q2 | $213K | Buy |
+1,391
| New | +$213K | 0.17% | 77 |
|