Karpas Strategies’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $642K | Buy |
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|
2024
Q1 | $707K | Buy |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $654K | Sell |
|
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|
2023
Q2 | $861K | Buy |
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|
2023
Q1 | $804K | Sell |
|
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|
2022
Q4 | $761K | Buy |
|
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $712K | Buy |
|
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|
2021
Q4 | $768K | Hold |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $676K | Hold |
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|
2021
Q1 | $656K | Hold |
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|
2020
Q4 | $628K | Hold |
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|
2020
Q3 | $642K | Sell |
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|
2020
Q2 | $586K | Hold |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $677K | Hold |
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|
2019
Q3 | $735K | Hold |
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|
2019
Q2 | $711K | Hold |
|
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|
2019
Q1 | $650K | Hold |
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|
2018
Q4 | $608K | Hold |
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|
2018
Q3 | $573K | Hold |
|
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|
2018
Q2 | $537K | Hold |
|
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|
2018
Q1 | $536K | Sell |
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|
2017
Q4 | $602K | Sell |
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|
2017
Q3 | $666K | Hold |
|
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|
2017
Q2 | $651K | Sell |
|
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|
2017
Q1 | $570K | Sell |
|
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|
2016
Q4 | $554K | Hold |
|
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|
2016
Q3 | $525K | Hold |
|
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|
2016
Q2 | $548K | Hold |
|
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|
2016
Q1 | $572K | Hold |
|
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|
2015
Q4 | $538K | Hold |
|
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|
2015
Q3 | $448K | Hold |
|
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|
2015
Q2 | $433K | Hold |
|
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|
2015
Q1 | $443K | Hold |
|
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|
2014
Q4 | $426K | Hold |
|
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|
2014
Q3 | $431K | Hold |
|
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|
2014
Q2 | $458K | Hold |
|
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|
2014
Q1 | $446K | Hold |
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|
2013
Q4 | $441K | Hold |
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|
2013
Q3 | $438K | Hold |
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|
2013
Q2 | $450K | Buy |
|