Lewis Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.03M | Sell |
3,923
-8
| -0.2% | -$2.11K | 1.61% | 13 |
|
|
2023
Q2 | $1.17M | Hold |
3,931
| – | – | 1.68% | 12 |
|
|
2023
Q1 | $1.1M | Hold |
3,931
| – | – | 1.65% | 15 |
|
|
2022
Q4 | $1.04M | Sell |
3,931
-280
| -7% | -$73.8K | 1.59% | 16 |
|
|
2022
Q3 | $972K | Hold |
4,211
| – | – | 1.49% | 19 |
|
|
2022
Q2 | $1.04M | Hold |
4,211
| – | – | 1.49% | 19 |
|
|
2022
Q1 | $1.04M | Hold |
4,211
| – | – | 1.18% | 22 |
|
|
2021
Q4 | $1.13M | Buy |
+4,211
| New | +$1.13M | 1.18% | 22 |
|