Lloyd Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,165
| Closed | -$2.58M | – | 155 |
|
|
2024
Q1 | $2.58M | Buy |
9,165
+7,649
| +505% | +$2.16M | 0.55% | 22 |
|
|
2023
Q4 | $449K | Sell |
1,516
-2,264
| -60% | -$671K | 0.21% | 57 |
|
|
2023
Q3 | $996K | Buy |
+3,780
| New | +$996K | 0.33% | 65 |
|
|
2022
Q2 | – | Sell |
-90
| Closed | -$22K | – | 372 |
|
|
2022
Q1 | $22K | Buy |
90
+5
| +6% | +$1.22K | 0.01% | 337 |
|
|
2021
Q4 | $23K | Buy |
85
+5
| +6% | +$1.35K | 0.01% | 280 |
|
|
2021
Q3 | $19K | Buy |
80
+22
| +38% | +$5.23K | 0.01% | 255 |
|
|
2021
Q2 | $14K | Buy |
58
+12
| +26% | +$2.9K | 0.01% | 257 |
|
|
2021
Q1 | $10K | Hold |
46
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $10K | Sell |
46
-10
| -18% | -$2.17K | 0.01% | 203 |
|
|
2020
Q3 | $12K | Buy |
56
+26
| +87% | +$5.57K | 0.01% | 177 |
|
|
2020
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 203 |
|
|
2020
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 179 |
|