Lawrence B. Cohen’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,594
| Closed | -$420K | – | 75 |
|
2022
Q4 | $420K | Buy |
+1,594
| New | +$420K | 0.22% | 75 |
|
2022
Q1 | – | Sell |
-1,868
| Closed | -$501K | – | 83 |
|
2021
Q4 | $501K | Sell |
1,868
-122
| -6% | -$32.7K | 0.2% | 70 |
|
2021
Q3 | $480K | Sell |
1,990
-25
| -1% | -$6.03K | 0.25% | 55 |
|
2021
Q2 | $465K | Sell |
2,015
-260
| -11% | -$60K | 0.24% | 57 |
|
2021
Q1 | $510K | Sell |
2,275
-80
| -3% | -$17.9K | 0.28% | 56 |
|
2020
Q4 | $505K | Buy |
2,355
+268
| +13% | +$57.5K | 0.28% | 55 |
|
2020
Q3 | $458K | Sell |
2,087
-1
| -0% | -$219 | 0.28% | 56 |
|
2020
Q2 | $385K | Buy |
2,088
+1
| +0% | +$184 | 0.26% | 57 |
|
2020
Q1 | $345K | Sell |
2,087
-597
| -22% | -$98.7K | 0.27% | 59 |
|
2019
Q4 | $530K | Buy |
2,684
+293
| +12% | +$57.9K | 0.31% | 58 |
|
2019
Q3 | $513K | Buy |
2,391
+360
| +18% | +$77.2K | 0.34% | 57 |
|
2019
Q2 | $422K | Hold |
2,031
| – | – | 0.29% | 59 |
|
2019
Q1 | $386K | Hold |
2,031
| – | – | 0.27% | 59 |
|
2018
Q4 | $361K | Buy |
2,031
+38
| +2% | +$6.75K | 0.28% | 58 |
|
2018
Q3 | $333K | Hold |
1,993
| – | – | 0.23% | 60 |
|
2018
Q2 | $312K | Buy |
1,993
+123
| +7% | +$19.3K | 0.22% | 61 |
|
2018
Q1 | $292K | Hold |
1,870
| – | – | 0.2% | 58 |
|
2017
Q4 | $322K | Hold |
1,870
| – | – | 0.2% | 60 |
|
2017
Q3 | $293K | Hold |
1,870
| – | – | 0.19% | 61 |
|
2017
Q2 | $286K | Hold |
1,870
| – | – | 0.18% | 67 |
|
2017
Q1 | $242K | Hold |
1,870
| – | – | 0.15% | 68 |
|
2016
Q4 | $228K | Hold |
1,870
| – | – | 0.14% | 68 |
|
2016
Q3 | $216K | Sell |
1,870
-125
| -6% | -$14.4K | 0.13% | 73 |
|
2016
Q2 | $240K | Buy |
+1,995
| New | +$240K | 0.14% | 83 |
|
2014
Q4 | – | Sell |
-2,625
| Closed | -$249K | – | 71 |
|
2014
Q3 | $249K | Sell |
2,625
-25
| -0.9% | -$2.37K | 0.16% | 64 |
|
2014
Q2 | $267K | Hold |
2,650
| – | – | 0.18% | 60 |
|
2014
Q1 | $260K | Sell |
2,650
-50
| -2% | -$4.91K | 0.18% | 62 |
|
2013
Q4 | $262K | Hold |
2,700
| – | – | 0.19% | 58 |
|
2013
Q3 | $260K | Hold |
2,700
| – | – | 0.2% | 59 |
|
2013
Q2 | $267K | Buy |
+2,700
| New | +$267K | 0.2% | 56 |
|