Mosaic Family Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.76M | Buy |
6,579
+21
| +0.3% | +$5.63K | 0.46% | 33 |
|
|
2021
Q3 | $1.58M | Sell |
6,558
-16
| -0.2% | -$3.86K | 0.44% | 37 |
|
|
2021
Q2 | $1.52M | Sell |
6,574
-14
| -0.2% | -$3.24K | 0.44% | 35 |
|
|
2021
Q1 | $1.48M | Buy |
6,588
+27
| +0.4% | +$6.05K | 0.43% | 35 |
|
|
2020
Q4 | $1.41M | Buy |
6,561
+115
| +2% | +$24.7K | 0.47% | 35 |
|
|
2020
Q3 | $1.42M | Sell |
6,446
-2
| -0% | -$439 | 0.53% | 29 |
|
|
2020
Q2 | $1.19M | Sell |
6,448
-57
| -0.9% | -$10.5K | 0.49% | 30 |
|
|
2020
Q1 | $1.08M | Sell |
6,505
-45
| -0.7% | -$7.44K | 0.55% | 29 |
|
|
2019
Q4 | $1.29M | Sell |
6,550
-634
| -9% | -$125K | 0.52% | 29 |
|
|
2019
Q3 | $1.54M | Buy |
7,184
+171
| +2% | +$36.7K | 0.64% | 24 |
|
|
2019
Q2 | $1.46M | Buy |
7,013
+356
| +5% | +$73.9K | 0.61% | 25 |
|
|
2019
Q1 | $1.26M | Sell |
6,657
-9
| -0.1% | -$1.71K | 0.51% | 25 |
|
|
2018
Q4 | $1.18M | Buy |
6,666
+8
| +0.1% | +$1.42K | 0.49% | 30 |
|
|
2018
Q3 | $1.23M | Buy |
6,658
+449
| +7% | +$82.6K | 0.5% | 29 |
|
|
2018
Q2 | $973K | Sell |
6,209
-78
| -1% | -$12.2K | 0.37% | 41 |
|
|
2018
Q1 | $983K | Buy |
6,287
+91
| +1% | +$14.2K | 0.36% | 43 |
|
|
2017
Q4 | $1.07M | Sell |
6,196
-983
| -14% | -$169K | 0.39% | 41 |
|
|
2017
Q3 | $1.12M | Buy |
7,179
+57
| +0.8% | +$8.92K | 0.44% | 35 |
|
|
2017
Q2 | $1.09M | Sell |
7,122
-26
| -0.4% | -$3.98K | 0.46% | 33 |
|
|
2017
Q1 | $926K | Sell |
7,148
-22
| -0.3% | -$2.85K | 0.4% | 47 |
|
|
2016
Q4 | $873K | Buy |
7,170
+27
| +0.4% | +$3.29K | 0.4% | 44 |
|
|
2016
Q3 | $824K | Buy |
7,143
+211
| +3% | +$24.3K | 0.38% | 50 |
|
|
2016
Q2 | $835K | Buy |
6,932
+100
| +1% | +$12K | 0.4% | 43 |
|
|
2016
Q1 | $858K | Sell |
6,832
-225
| -3% | -$28.3K | 0.41% | 44 |
|
|
2015
Q4 | $833K | Buy |
+7,057
| New | +$833K | 0.37% | 49 |
|