MCIA
Mountain Capital Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,370
| Closed | -$984K | – | 62 |
|
|
2023
Q4 | $984K | Sell |
3,370
-139
| -4% | -$40.6K | 0.33% | 18 |
|
|
2023
Q3 | $940K | Sell |
3,509
-2,949
| -46% | -$790K | 0.35% | 22 |
|
|
2023
Q2 | $1.91M | Sell |
6,458
-2,082
| -24% | -$615K | 0.72% | 17 |
|
|
2023
Q1 | $2.47M | Buy |
8,540
+497
| +6% | +$144K | 1.09% | 19 |
|
|
2022
Q4 | $2.16M | Buy |
8,043
+930
| +13% | +$250K | 0.98% | 34 |
|
|
2022
Q3 | $1.78M | Buy |
7,113
+29
| +0.4% | +$7.27K | 0.93% | 26 |
|
|
2022
Q2 | $1.79M | Buy |
7,084
+366
| +5% | +$92.6K | 0.9% | 30 |
|
|
2022
Q1 | $1.68M | Sell |
6,718
-32
| -0.5% | -$8.02K | 0.79% | 42 |
|
|
2021
Q4 | $1.77M | Buy |
6,750
+1,582
| +31% | +$415K | 0.8% | 30 |
|
|
2021
Q3 | $1.28M | Buy |
5,168
+33
| +0.6% | +$8.17K | 0.68% | 47 |
|
|
2021
Q2 | $1.2M | Sell |
5,135
-457
| -8% | -$106K | 0.55% | 50 |
|
|
2021
Q1 | $1.29M | Buy |
5,592
+665
| +13% | +$154K | 0.65% | 47 |
|
|
2020
Q4 | $1.06M | Sell |
4,927
-939
| -16% | -$201K | 0.64% | 46 |
|
|
2020
Q3 | $1.33M | Buy |
+5,866
| New | +$1.33M | 0.86% | 39 |
|
|
2017
Q4 | – | Sell |
-103
| Closed | -$16K | – | 260 |
|
|
2017
Q3 | $16K | Buy |
103
+1
| +1% | +$155 | 0.01% | 213 |
|
|
2017
Q2 | $16K | Buy |
+102
| New | +$16K | 0.02% | 246 |
|