Marquette 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
Q4 | – | Sell |
-180
| Closed | -$54.8K | – | 206 |
|
|
2024
Q3 | $54.8K | Hold |
180
| – | – | 0.01% | 165 |
|
|
2024
Q2 | $45.9K | Hold |
180
| – | – | 0.01% | 141 |
|
|
2024
Q1 | $50.8K | Sell |
180
-120
| -40% | -$33.8K | 0.01% | 142 |
|
|
2023
Q4 | $89K | Hold |
300
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $79K | Hold |
300
| – | – | 0.02% | 118 |
|
|
2023
Q2 | $89.5K | Hold |
300
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $83.9K | Hold |
300
| – | – | 0.02% | 123 |
|
|
2022
Q4 | $79.1K | Sell |
300
-91
| -23% | -$24K | 0.02% | 124 |
|
|
2022
Q3 | $90K | Sell |
391
-4
| -1% | -$921 | 0.03% | 114 |
|
|
2022
Q2 | $98K | Hold |
395
| – | – | 0.03% | 131 |
|
|
2022
Q1 | $98K | Buy |
395
+4
| +1% | +$992 | 0.02% | 151 |
|
|
2021
Q4 | $105K | Sell |
391
-19
| -5% | -$5.1K | 0.02% | 146 |
|
|
2021
Q3 | $99K | Buy |
410
+19
| +5% | +$4.59K | 0.02% | 143 |
|
|
2021
Q2 | $90K | Hold |
391
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $88K | Hold |
391
| – | – | 0.02% | 133 |
|
|
2020
Q4 | $84K | Hold |
391
| – | – | 0.02% | 136 |
|
|
2020
Q3 | $86K | Hold |
391
| – | – | 0.02% | 111 |
|
|
2020
Q2 | $72K | Hold |
391
| – | – | 0.02% | 131 |
|
|
2020
Q1 | $65K | Buy |
391
+300
| +330% | +$49.9K | 0.03% | 135 |
|
|
2019
Q4 | $18K | Hold |
91
| – | – | 0.01% | 191 |
|
|
2019
Q3 | $20K | Hold |
91
| – | – | 0.01% | 202 |
|
|
2019
Q2 | $19K | Sell |
91
-71
| -44% | -$14.8K | 0.01% | 206 |
|
|
2019
Q1 | $31K | Buy |
+162
| New | +$31K | 0.01% | 178 |
|