NewFocus Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.47M | Sell |
16,154
-1,131
| -7% | -$243K | 1.02% | 28 |
|
|
2020
Q3 | $3.79M | Sell |
17,285
-2,773
| -14% | -$609K | 1.26% | 24 |
|
|
2020
Q2 | $3.7M | Sell |
20,058
-2,356
| -11% | -$435K | 1.33% | 21 |
|
|
2020
Q1 | $3.71M | Sell |
22,414
-717
| -3% | -$119K | 1.71% | 21 |
|
|
2019
Q4 | $4.57M | Sell |
23,131
-115
| -0.5% | -$22.7K | 1.78% | 16 |
|
|
2019
Q3 | $4.99M | Sell |
23,246
-77
| -0.3% | -$16.5K | 2.19% | 13 |
|
|
2019
Q2 | $4.84M | Buy |
23,323
+1,321
| +6% | +$274K | 2.24% | 13 |
|
|
2019
Q1 | $4.18M | Buy |
22,002
+33
| +0.2% | +$6.27K | 2.08% | 16 |
|
|
2018
Q4 | $3.9M | Sell |
21,969
-137
| -0.6% | -$24.3K | 2.3% | 15 |
|
|
2018
Q3 | $3.7M | Buy |
22,106
+414
| +2% | +$69.3K | 2% | 18 |
|
|
2018
Q2 | $3.4M | Buy |
21,692
+144
| +0.7% | +$22.6K | 2.05% | 17 |
|
|
2018
Q1 | $3.37M | Sell |
21,548
-39
| -0.2% | -$6.1K | 2.12% | 18 |
|
|
2017
Q4 | $3.72M | Sell |
21,587
-97
| -0.4% | -$16.7K | 2.26% | 17 |
|
|
2017
Q3 | $3.4M | Buy |
21,684
+152
| +0.7% | +$23.8K | 2.21% | 20 |
|
|
2017
Q2 | $3.3M | Buy |
21,532
+515
| +2% | +$78.9K | 1.86% | 22 |
|
|
2017
Q1 | $2.72M | Buy |
21,017
+274
| +1% | +$35.5K | 1.68% | 22 |
|
|
2016
Q4 | $2.53M | Buy |
20,743
+232
| +1% | +$28.2K | 1.7% | 24 |
|
|
2016
Q3 | $2.37M | Buy |
20,511
+49
| +0.2% | +$5.65K | 1.71% | 23 |
|
|
2016
Q2 | $2.46M | Sell |
20,462
-293
| -1% | -$35.3K | 1.82% | 24 |
|
|
2016
Q1 | $2.61M | Buy |
20,755
+724
| +4% | +$91K | 1.91% | 19 |
|
|
2015
Q4 | $2.37M | Buy |
20,031
+253
| +1% | +$29.9K | 1.65% | 21 |
|
|
2015
Q3 | $1.95M | Sell |
19,778
-5,632
| -22% | -$555K | 1.5% | 29 |
|
|
2015
Q2 | $2.42M | Sell |
25,410
-614
| -2% | -$58.4K | 1.56% | 28 |
|
|
2015
Q1 | $2.54M | Sell |
26,024
-1,323
| -5% | -$129K | 1.58% | 27 |
|
|
2014
Q4 | $2.56M | Sell |
27,347
-12
| -0% | -$1.12K | 1.77% | 26 |
|
|
2014
Q3 | $2.58M | Sell |
27,359
-1,692
| -6% | -$159K | 2.08% | 26 |
|
|
2014
Q2 | $2.93M | Sell |
29,051
-1,407
| -5% | -$142K | 2.31% | 27 |
|
|
2014
Q1 | $2.99M | Sell |
30,458
-273
| -0.9% | -$26.8K | 2.47% | 26 |
|
|
2013
Q4 | $2.98M | Buy |
+30,731
| New | +$2.98M | 2.52% | 26 |
|