Laurel Wealth Advisors (California)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.29M | Buy |
20,070
+108
| +0.5% | +$28.5K | 0.52% | 44 |
|
|
2022
Q3 | $4.61M | Buy |
19,962
+271
| +1% | +$62.5K | 0.49% | 44 |
|
|
2022
Q2 | $4.86M | Buy |
19,691
+529
| +3% | +$131K | 0.5% | 47 |
|
|
2022
Q1 | $4.74M | Sell |
19,162
-1,140
| -6% | -$282K | 0.39% | 61 |
|
|
2021
Q4 | $5.44M | Buy |
20,302
+3,648
| +22% | +$978K | 0.42% | 51 |
|
|
2021
Q3 | $4.02M | Sell |
16,654
-988
| -6% | -$238K | 0.74% | 24 |
|
|
2021
Q2 | $4.08M | Buy |
17,642
+344
| +2% | +$79.5K | 0.53% | 43 |
|
|
2021
Q1 | $3.88M | Buy |
17,298
+1,101
| +7% | +$247K | 0.59% | 34 |
|
|
2020
Q4 | $3.48M | Sell |
16,197
-406
| -2% | -$87.1K | 0.51% | 48 |
|
|
2020
Q3 | $3.64M | Sell |
16,603
-237
| -1% | -$52K | 0.6% | 39 |
|
|
2020
Q2 | $3.11M | Buy |
16,840
+256
| +2% | +$47.2K | 0.57% | 41 |
|
|
2020
Q1 | $2.74M | Sell |
16,584
-82
| -0.5% | -$13.6K | 0.63% | 38 |
|
|
2019
Q4 | $3.29M | Sell |
16,666
-251
| -1% | -$49.6K | 0.55% | 45 |
|
|
2019
Q3 | $3.63M | Buy |
16,917
+730
| +5% | +$157K | 0.62% | 38 |
|
|
2019
Q2 | $3.36M | Sell |
16,187
-315
| -2% | -$65.4K | 0.74% | 30 |
|
|
2019
Q1 | $3.13M | Buy |
16,502
+1,729
| +12% | +$328K | 0.77% | 27 |
|
|
2018
Q4 | $2.62M | Sell |
14,773
-806
| -5% | -$143K | 0.77% | 26 |
|
|
2018
Q3 | $2.61M | Sell |
15,579
-41
| -0.3% | -$6.86K | 0.64% | 36 |
|
|
2018
Q2 | $2.45M | Sell |
15,620
-113
| -0.7% | -$17.7K | 0.65% | 34 |
|
|
2018
Q1 | $2.46M | Sell |
15,733
-439
| -3% | -$68.6K | 0.76% | 27 |
|
|
2017
Q4 | $2.78M | Buy |
16,172
+1,478
| +10% | +$254K | 0.8% | 27 |
|
|
2017
Q3 | $2.3M | Sell |
14,694
-379
| -3% | -$59.4K | 0.77% | 26 |
|
|
2017
Q2 | $2.31M | Buy |
15,073
+437
| +3% | +$66.9K | 0.82% | 23 |
|
|
2017
Q1 | $1.9M | Buy |
14,636
+9,037
| +161% | +$1.17M | 0.73% | 29 |
|
|
2016
Q4 | $681K | Sell |
5,599
-238
| -4% | -$28.9K | 0.3% | 91 |
|
|
2016
Q3 | $673K | Sell |
5,837
-135
| -2% | -$15.6K | 0.32% | 85 |
|
|
2016
Q2 | $719K | Sell |
5,972
-198
| -3% | -$23.8K | 0.35% | 77 |
|
|
2016
Q1 | $775K | Buy |
6,170
+145
| +2% | +$18.2K | 0.39% | 71 |
|
|
2015
Q4 | $712K | Buy |
+6,025
| New | +$712K | 0.37% | 77 |
|