Laidlaw Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-955
| Closed | -$269K | – | 177 |
|
|
2024
Q1 | $269K | Sell |
955
-3,664
| -79% | -$1.03M | 0.15% | 147 |
|
|
2023
Q4 | $1.37M | Sell |
4,619
-2,006
| -30% | -$595K | 0.5% | 55 |
|
|
2023
Q3 | $1.75M | Sell |
6,625
-2,723
| -29% | -$717K | 0.58% | 47 |
|
|
2023
Q2 | $2.79M | Sell |
9,348
-107
| -1% | -$31.9K | 0.55% | 45 |
|
|
2023
Q1 | $2.64M | Buy |
9,455
+131
| +1% | +$36.6K | 0.54% | 50 |
|
|
2022
Q4 | $2.46M | Buy |
9,324
+331
| +4% | +$87.2K | 0.53% | 49 |
|
|
2022
Q3 | $2.08M | Sell |
8,993
-275
| -3% | -$63.5K | 0.48% | 57 |
|
|
2022
Q2 | $2.29M | Buy |
9,268
+254
| +3% | +$62.7K | 0.47% | 64 |
|
|
2022
Q1 | $2.23M | Buy |
9,014
+459
| +5% | +$114K | 0.37% | 69 |
|
|
2021
Q4 | $2.29M | Buy |
8,555
+568
| +7% | +$152K | 0.37% | 75 |
|
|
2021
Q3 | $1.93M | Buy |
7,987
+554
| +7% | +$134K | 0.49% | 57 |
|
|
2021
Q2 | $1.72M | Buy |
7,433
+441
| +6% | +$102K | 0.44% | 63 |
|
|
2021
Q1 | $1.57M | Sell |
6,992
-1,034
| -13% | -$232K | 0.54% | 52 |
|
|
2020
Q4 | $1.72M | Buy |
8,026
+4,553
| +131% | +$977K | 0.36% | 74 |
|
|
2020
Q3 | $762K | Sell |
3,473
-21
| -0.6% | -$4.61K | 0.34% | 83 |
|
|
2020
Q2 | $645K | Buy |
3,494
+268
| +8% | +$49.5K | 0.34% | 84 |
|
|
2020
Q1 | $533K | Sell |
3,226
-101
| -3% | -$16.7K | 0.35% | 85 |
|
|
2019
Q4 | $657K | Buy |
+3,327
| New | +$657K | 0.42% | 78 |
|