Monetta Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$495K | – | 70 |
|
|
2022
Q1 | $495K | Buy |
+2,000
| New | +$495K | 0.41% | 50 |
|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$1.1M | – | 42 |
|
|
2020
Q3 | $1.1M | Hold |
5,000
| – | – | 0.93% | 27 |
|
|
2020
Q2 | $922K | Hold |
5,000
| – | – | 0.81% | 28 |
|
|
2020
Q1 | $827K | Hold |
5,000
| – | – | 0.85% | 27 |
|
|
2019
Q4 | $988K | Hold |
5,000
| – | – | 0.74% | 30 |
|
|
2019
Q3 | $1.07M | Buy |
+5,000
| New | +$1.07M | 0.77% | 27 |
|
|
2016
Q2 | – | Sell |
-17,000
| Closed | -$2.14M | – | 90 |
|
|
2016
Q1 | $2.14M | Hold |
17,000
| – | – | 1.33% | 24 |
|
|
2015
Q4 | $2.01M | Buy |
17,000
+5,000
| +42% | +$591K | 1.18% | 19 |
|
|
2015
Q3 | $1.18M | Buy |
+12,000
| New | +$1.18M | 0.73% | 46 |
|
|
2014
Q1 | – | Sell |
-7,000
| Closed | -$679K | – | 82 |
|
|
2013
Q4 | $679K | Sell |
7,000
-7,000
| -50% | -$679K | 0.39% | 60 |
|
|
2013
Q3 | $1.35M | Sell |
14,000
-5,000
| -26% | -$481K | 1.04% | 43 |
|
|
2013
Q2 | $1.88M | Buy |
+19,000
| New | +$1.88M | 1.68% | 21 |
|