LeJeune Puetz Investment Counsel’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 | $3.23M | Sell |
11,542
-70
| -0.6% | -$19.6K | 1.16% | 20 |
|
|
2022
Q4 | $3.06M | Sell |
11,612
-75
| -0.6% | -$19.8K | 1.14% | 23 |
|
|
2022
Q3 | $2.7M | Sell |
11,687
-150
| -1% | -$34.6K | 1.11% | 25 |
|
|
2022
Q2 | $2.92M | Buy |
11,837
+103
| +0.9% | +$25.4K | 1.14% | 23 |
|
|
2022
Q1 | $2.9M | Sell |
11,734
-750
| -6% | -$185K | 1.01% | 28 |
|
|
2021
Q4 | $3.35M | Sell |
12,484
-250
| -2% | -$67K | 1.13% | 24 |
|
|
2021
Q3 | $3.07M | Buy |
12,734
+297
| +2% | +$71.6K | 1.12% | 23 |
|
|
2021
Q2 | $2.87M | Sell |
12,437
-75
| -0.6% | -$17.3K | 1.06% | 27 |
|
|
2021
Q1 | $2.8M | Hold |
12,512
| – | – | 1.1% | 29 |
|
|
2020
Q4 | $2.69M | Sell |
12,512
-25
| -0.2% | -$5.37K | 1.16% | 26 |
|
|
2020
Q3 | $2.75M | Hold |
12,537
| – | – | 1.35% | 21 |
|
|
2020
Q2 | $2.31M | Sell |
12,537
-365
| -3% | -$67.3K | 1.21% | 24 |
|
|
2020
Q1 | $2.13M | Sell |
12,902
-714
| -5% | -$118K | 1.25% | 22 |
|
|
2019
Q4 | $2.69M | Sell |
13,616
-250
| -2% | -$49.4K | 1.26% | 23 |
|
|
2019
Q3 | $2.98M | Sell |
13,866
-510
| -4% | -$109K | 1.51% | 17 |
|
|
2019
Q2 | $2.99M | Sell |
14,376
-79
| -0.5% | -$16.4K | 1.54% | 17 |
|
|
2019
Q1 | $2.75M | Sell |
14,455
-365
| -2% | -$69.3K | 1.49% | 19 |
|
|
2018
Q4 | $2.63M | Buy |
14,820
+302
| +2% | +$53.6K | 1.64% | 15 |
|
|
2018
Q3 | $2.43M | Buy |
14,518
+100
| +0.7% | +$16.7K | 1.4% | 19 |
|
|
2018
Q2 | $2.26M | Sell |
14,418
-1,100
| -7% | -$172K | 1.4% | 18 |
|
|
2018
Q1 | $2.43M | Sell |
15,518
-50
| -0.3% | -$7.82K | 1.49% | 18 |
|
|
2017
Q4 | $2.68M | Sell |
15,568
-350
| -2% | -$60.3K | 1.64% | 16 |
|
|
2017
Q3 | $2.49M | Sell |
15,918
-160
| -1% | -$25.1K | 1.6% | 14 |
|
|
2017
Q2 | $2.46M | Hold |
16,078
| – | – | 1.67% | 12 |
|
|
2017
Q1 | $2.08M | Sell |
16,078
-200
| -1% | -$25.9K | 1.5% | 19 |
|
|
2016
Q4 | $1.98M | Buy |
+16,278
| New | +$1.98M | 1.52% | 15 |
|