Meristem Family Wealth’s McDonald's MCD Stock Holding History

Meristem Family Wealth’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$1.59M	Sell	6,414 -797	-11%	-$197K	0.17%	66
2021 Q4	$1.93M	Buy	7,211 +545	+8%	+$146K	0.17%	66
2021 Q3	$1.61M	Buy	6,666 +2,375	+55%	+$573K	0.15%	75
2021 Q2	$991K	Buy	4,291 +3,294	+330%	+$761K	0.16%	94
2021 Q1	$223K	Sell	997 -789	-44%	-$176K	0.04%	212
2020 Q4	$383K	Buy	1,786 +27	+2%	+$5.79K	0.08%	145
2020 Q3	$386K	Sell	1,759 -1,206	-41%	-$265K	0.1%	123
2020 Q2	$547K	Buy	2,965 +22	+0.7%	+$4.06K	0.15%	90
2020 Q1	$487K	Sell	2,943 -30	-1%	-$4.96K	0.15%	88
2019 Q4	$587K	Hold	2,973	–	–	0.14%	89
2019 Q3	$638K	Sell	2,973 -400	-12%	-$85.8K	0.17%	83
2019 Q2	$700K	Buy	3,373 +1,606	+91%	+$333K	0.21%	67
2019 Q1	$336K	Sell	1,767 -199	-10%	-$37.8K	0.11%	98
2018 Q4	$349K	Sell	1,966 -232	-11%	-$41.2K	0.13%	82
2018 Q3	$368K	Hold	2,198	–	–	0.13%	86
2018 Q2	$344K	Sell	2,198 -1,033	-32%	-$162K	0.12%	90
2018 Q1	$505K	Hold	3,231	–	–	0.18%	67
2017 Q4	$556K	Sell	3,231 -29	-0.9%	-$4.99K	0.2%	63
2017 Q3	$511K	Hold	3,260	–	–	0.21%	63
2017 Q2	$499K	Hold	3,260	–	–	0.21%	61
2017 Q1	$423K	Hold	3,260	–	–	0.17%	69
2016 Q4	$397K	Sell	3,260 -383	-11%	-$46.6K	0.16%	74
2016 Q3	$420K	Buy	3,643 +347	+11%	+$40K	0.18%	70
2016 Q2	$397K	Sell	3,296 -284	-8%	-$34.2K	0.18%	69
2016 Q1	$450K	Buy	3,580 +44	+1%	+$5.53K	0.2%	68
2015 Q4	$418K	Buy	+3,536	New	+$418K	0.16%	72
2015 Q3	–	Sell	-3,840	Closed	-$365K	–	86
2015 Q2	$365K	Sell	3,840 -1,392	-27%	-$132K	0.16%	72
2015 Q1	$510K	Buy	5,232 +4	+0.1%	+$390	0.21%	66
2014 Q4	$490K	Sell	5,228 -279	-5%	-$26.2K	0.18%	66
2014 Q3	$522K	Sell	5,507 -1,181	-18%	-$112K	0.22%	64
2014 Q2	$674K	Buy	6,688 +268	+4%	+$27K	0.28%	53
2014 Q1	$629K	Sell	6,420 -997	-13%	-$97.7K	0.28%	54
2013 Q4	$720K	Sell	7,417 -407	-5%	-$39.5K	0.3%	55
2013 Q3	$753K	Sell	7,824 -29	-0.4%	-$2.79K	0.35%	49
2013 Q2	$777K	Buy	+7,853	New	+$777K	0.36%	44