Mid Atlantic Financial Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $3.66M | Buy |
15,160
+724
| +5% | +$175K | 0.24% | 89 |
|
2021
Q2 | $3.33M | Buy |
14,436
+1,042
| +8% | +$241K | 0.22% | 95 |
|
2021
Q1 | $3M | Sell |
13,394
-926
| -6% | -$208K | 0.22% | 102 |
|
2020
Q4 | $3.07M | Buy |
14,320
+194
| +1% | +$41.6K | 0.24% | 94 |
|
2020
Q3 | $3.01M | Sell |
14,126
-389
| -3% | -$82.9K | 0.26% | 88 |
|
2020
Q2 | $2.68M | Sell |
14,515
-2,523
| -15% | -$465K | 0.26% | 84 |
|
2020
Q1 | $2.82M | Buy |
17,038
+1,806
| +12% | +$299K | 0.32% | 72 |
|
2019
Q4 | $3.01M | Buy |
15,232
+3,405
| +29% | +$673K | 0.28% | 82 |
|
2019
Q3 | $2.54M | Sell |
11,827
-504
| -4% | -$108K | 0.27% | 70 |
|
2019
Q2 | $2.56M | Buy |
12,331
+1,390
| +13% | +$289K | 0.27% | 78 |
|
2019
Q1 | $2.08M | Buy |
10,941
+1,319
| +14% | +$251K | 0.23% | 92 |
|
2018
Q4 | $1.71M | Buy |
+9,622
| New | +$1.71M | 0.21% | 110 |
|