Krilogy Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,924
| Closed | -$1.1M | – | 317 |
|
|
2023
Q1 | $1.1M | Buy |
3,924
+142
| +4% | +$39.7K | 0.09% | 174 |
|
|
2022
Q4 | $997K | Buy |
3,782
+48
| +1% | +$12.6K | 0.09% | 164 |
|
|
2022
Q3 | $862K | Buy |
3,734
+391
| +12% | +$90.3K | 0.1% | 139 |
|
|
2022
Q2 | $825K | Buy |
3,343
+37
| +1% | +$9.13K | 0.1% | 146 |
|
|
2022
Q1 | $818K | Buy |
3,306
+80
| +2% | +$19.8K | 0.08% | 148 |
|
|
2021
Q4 | $865K | Buy |
3,226
+109
| +3% | +$29.2K | 0.09% | 142 |
|
|
2021
Q3 | $752K | Buy |
3,117
+254
| +9% | +$61.3K | 0.08% | 159 |
|
|
2021
Q2 | $661K | Sell |
2,863
-44
| -2% | -$10.2K | 0.07% | 161 |
|
|
2021
Q1 | $652K | Buy |
2,907
+68
| +2% | +$15.3K | 0.07% | 150 |
|
|
2020
Q4 | $609K | Buy |
2,839
+483
| +21% | +$104K | 0.07% | 163 |
|
|
2020
Q3 | $517K | Sell |
2,356
-165
| -7% | -$36.2K | 0.07% | 157 |
|
|
2020
Q2 | $465K | Sell |
2,521
-162
| -6% | -$29.9K | 0.07% | 157 |
|
|
2020
Q1 | $444K | Sell |
2,683
-196
| -7% | -$32.4K | 0.08% | 134 |
|
|
2019
Q4 | $569K | Buy |
2,879
+362
| +14% | +$71.5K | 0.09% | 119 |
|
|
2019
Q3 | $540K | Buy |
2,517
+372
| +17% | +$79.8K | 0.1% | 113 |
|
|
2019
Q2 | $445K | Buy |
2,145
+191
| +10% | +$39.6K | 0.09% | 115 |
|
|
2019
Q1 | $371K | Buy |
1,954
+38
| +2% | +$7.22K | 0.08% | 122 |
|
|
2018
Q4 | $340K | Sell |
1,916
-97
| -5% | -$17.2K | 0.09% | 92 |
|
|
2018
Q3 | $337K | Buy |
2,013
+2
| +0.1% | +$335 | 0.08% | 102 |
|
|
2018
Q2 | $315K | Sell |
2,011
-191
| -9% | -$29.9K | 0.08% | 105 |
|
|
2018
Q1 | $344K | Sell |
2,202
-44
| -2% | -$6.87K | 0.08% | 110 |
|
|
2017
Q4 | $387K | Buy |
2,246
+5
| +0.2% | +$862 | 0.09% | 101 |
|
|
2017
Q3 | $351K | Sell |
2,241
-190
| -8% | -$29.8K | 0.09% | 102 |
|
|
2017
Q2 | $372K | Buy |
2,431
+161
| +7% | +$24.6K | 0.1% | 88 |
|
|
2017
Q1 | $276K | Hold |
2,270
| – | – | 0.09% | 99 |
|
|
2016
Q4 | $276K | Buy |
2,270
+115
| +5% | +$14K | 0.09% | 99 |
|
|
2016
Q3 | $249K | Sell |
2,155
-39
| -2% | -$4.51K | 0.08% | 106 |
|
|
2016
Q2 | $264K | Buy |
2,194
+705
| +47% | +$84.8K | 0.09% | 103 |
|
|
2016
Q1 | $187K | Buy |
1,489
+4
| +0.3% | +$502 | 0.08% | 110 |
|
|
2015
Q4 | $175K | Sell |
1,485
-47
| -3% | -$5.54K | 0.16% | 60 |
|
|
2015
Q3 | $151K | Buy |
+1,532
| New | +$151K | 0.07% | 104 |
|