LSA
L & S Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,940
| Closed | -$5.62M | – | 348 |
|
|
2023
Q4 | $5.62M | Buy |
18,940
+1,315
| +7% | +$390K | 0.68% | 49 |
|
|
2023
Q3 | $4.64M | Buy |
+17,625
| New | +$4.64M | 0.67% | 53 |
|
|
2023
Q2 | – | Sell |
-23,442
| Closed | -$6.55M | – | 335 |
|
|
2023
Q1 | $6.55M | Buy |
+23,442
| New | +$6.55M | 0.92% | 31 |
|
|
2022
Q2 | – | Sell |
-19,981
| Closed | -$4.94M | – | 276 |
|
|
2022
Q1 | $4.94M | Sell |
19,981
-1,127
| -5% | -$279K | 0.59% | 63 |
|
|
2021
Q4 | $5.66M | Buy |
21,108
+666
| +3% | +$179K | 0.61% | 54 |
|
|
2021
Q3 | $4.93M | Buy |
+20,442
| New | +$4.93M | 0.53% | 55 |
|
|
2021
Q1 | – | Sell |
-14,362
| Closed | -$3.08M | – | 372 |
|
|
2020
Q4 | $3.08M | Sell |
14,362
-11,971
| -45% | -$2.57M | 0.36% | 89 |
|
|
2020
Q3 | $5.78M | Buy |
26,333
+13,537
| +106% | +$2.97M | 0.79% | 31 |
|
|
2020
Q2 | $2.36M | Buy |
+12,796
| New | +$2.36M | 0.35% | 84 |
|
|
2020
Q1 | – | Sell |
-21,024
| Closed | -$4.16M | – | 281 |
|
|
2019
Q4 | $4.16M | Buy |
21,024
+75
| +0.4% | +$14.8K | 0.53% | 48 |
|
|
2019
Q3 | $4.5M | Sell |
20,949
-17,656
| -46% | -$3.79M | 0.63% | 46 |
|
|
2019
Q2 | $8.02M | Sell |
38,605
-405
| -1% | -$84.1K | 1.06% | 18 |
|
|
2019
Q1 | $7.41M | Sell |
39,010
-2,509
| -6% | -$476K | 1% | 25 |
|
|
2018
Q4 | $7.37M | Buy |
41,519
+33,466
| +416% | +$5.94M | 1.38% | 15 |
|
|
2018
Q3 | $1.35M | Sell |
8,053
-11,270
| -58% | -$1.89M | 0.17% | 122 |
|
|
2018
Q2 | $3.03M | Buy |
19,323
+11,504
| +147% | +$1.8M | 0.51% | 58 |
|
|
2018
Q1 | $1.22M | Buy |
7,819
+170
| +2% | +$26.6K | 0.23% | 104 |
|
|
2017
Q4 | $1.32M | Sell |
7,649
-180
| -2% | -$31K | 0.2% | 107 |
|
|
2017
Q3 | $1.23M | Sell |
7,829
-21,668
| -73% | -$3.4M | 0.21% | 104 |
|
|
2017
Q2 | $4.52M | Buy |
+29,497
| New | +$4.52M | 0.79% | 41 |
|