MAM
McCarthy Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-145
| Closed | -$36K | – | 180 |
|
2022
Q1 | $36K | Hold |
145
| – | – | 0.03% | 101 |
|
2021
Q4 | $39K | Hold |
145
| – | – | 0.03% | 101 |
|
2021
Q3 | $35K | Hold |
145
| – | – | 0.03% | 104 |
|
2021
Q2 | $33K | Hold |
145
| – | – | 0.02% | 128 |
|
2021
Q1 | $33K | Hold |
145
| – | – | 0.03% | 116 |
|
2020
Q4 | $31K | Buy |
+145
| New | +$31K | 0.03% | 116 |
|