Madison Wealth 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 | $255K | Sell |
966
-84
| -8% | -$22.1K | 0.05% | 139 |
|
|
2023
Q2 | $313K | Buy |
1,050
+33
| +3% | +$9.85K | 0.06% | 132 |
|
|
2023
Q1 | $284K | Sell |
1,017
-3
| -0.3% | -$839 | 0.06% | 136 |
|
|
2022
Q4 | $269K | Sell |
1,020
-44
| -4% | -$11.6K | 0.06% | 136 |
|
|
2022
Q3 | $246K | Buy |
1,064
+8
| +0.8% | +$1.85K | 0.06% | 141 |
|
|
2022
Q2 | $261K | Buy |
1,056
+47
| +5% | +$11.6K | 0.06% | 139 |
|
|
2022
Q1 | $250K | Sell |
1,009
-25
| -2% | -$6.19K | 0.05% | 143 |
|
|
2021
Q4 | $277K | Sell |
1,034
-30
| -3% | -$8.04K | 0.06% | 136 |
|
|
2021
Q3 | $257K | Hold |
1,064
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $246K | Buy |
1,064
+10
| +0.9% | +$2.31K | 0.05% | 135 |
|
|
2021
Q1 | $236K | Sell |
1,054
-45
| -4% | -$10.1K | 0.06% | 134 |
|
|
2020
Q4 | $236K | Hold |
1,099
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $241K | Hold |
1,099
| – | – | 0.07% | 123 |
|
|
2020
Q2 | $203K | Buy |
+1,099
| New | +$203K | 0.07% | 120 |
|
|
2020
Q1 | – | Sell |
-1,096
| Closed | -$217K | – | 136 |
|
|
2019
Q4 | $217K | Buy |
+1,096
| New | +$217K | 0.06% | 140 |
|