Meristem Family Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.93M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $587K | Hold |
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|
2019
Q3 | $638K | Sell |
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|
2019
Q2 | $700K | Buy |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $349K | Sell |
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|
2018
Q3 | $368K | Hold |
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|
2018
Q2 | $344K | Sell |
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|
2018
Q1 | $505K | Hold |
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|
2017
Q4 | $556K | Sell |
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|
2017
Q3 | $511K | Hold |
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|
2017
Q2 | $499K | Hold |
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|
2017
Q1 | $423K | Hold |
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|
2016
Q4 | $397K | Sell |
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|
2016
Q3 | $420K | Buy |
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|
2016
Q2 | $397K | Sell |
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|
2016
Q1 | $450K | Buy |
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|
2015
Q4 | $418K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $365K | Sell |
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|
2015
Q1 | $510K | Buy |
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|
2014
Q4 | $490K | Sell |
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|
2014
Q3 | $522K | Sell |
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|
2014
Q2 | $674K | Buy |
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|
2014
Q1 | $629K | Sell |
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|
2013
Q4 | $720K | Sell |
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|
2013
Q3 | $753K | Sell |
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|
2013
Q2 | $777K | Buy |
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