LifePro Asset 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
Q3 | – | Sell |
-786
| Closed | -$200K | – | 165 |
|
|
2024
Q2 | $200K | Buy |
786
+12
| +2% | +$3.06K | 0.14% | 126 |
|
|
2024
Q1 | $218K | Buy |
+774
| New | +$218K | 0.14% | 122 |
|
|
2023
Q3 | – | Sell |
-3,221
| Closed | -$961K | – | 119 |
|
|
2023
Q2 | $961K | Buy |
3,221
+432
| +15% | +$129K | 0.74% | 36 |
|
|
2023
Q1 | $735K | Hold |
2,789
| – | – | 0.53% | 42 |
|
|
2022
Q4 | $735K | Sell |
2,789
-1,038
| -27% | -$274K | 0.54% | 41 |
|
|
2022
Q3 | $883K | Buy |
3,827
+313
| +9% | +$72.2K | 0.51% | 21 |
|
|
2022
Q2 | $868K | Buy |
3,514
+1,156
| +49% | +$286K | 0.45% | 44 |
|
|
2022
Q1 | $583K | Buy |
2,358
+242
| +11% | +$59.8K | 0.21% | 67 |
|
|
2021
Q4 | $567K | Buy |
2,116
+466
| +28% | +$125K | 0.17% | 64 |
|
|
2021
Q3 | $398K | Buy |
1,650
+35
| +2% | +$8.44K | 0.12% | 66 |
|
|
2021
Q2 | $373K | Buy |
1,615
+3
| +0.2% | +$693 | 0.11% | 61 |
|
|
2021
Q1 | $361K | Sell |
1,612
-128
| -7% | -$28.7K | 0.11% | 57 |
|
|
2020
Q4 | $373K | Buy |
+1,740
| New | +$373K | 0.12% | 62 |
|