Noesis Capital Mangement’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-881
| Closed | -$261K | – | 99 |
|
|
2023
Q4 | $261K | Sell |
881
-151
| -15% | -$44.8K | 0.06% | 88 |
|
|
2023
Q3 | $272K | Hold |
1,032
| – | – | 0.07% | 81 |
|
|
2023
Q2 | $308K | Buy |
1,032
+40
| +4% | +$11.9K | 0.08% | 83 |
|
|
2023
Q1 | $277K | Sell |
992
-15
| -1% | -$4.19K | 0.07% | 90 |
|
|
2022
Q4 | $265K | Sell |
1,007
-1,461
| -59% | -$384K | 0.08% | 89 |
|
|
2022
Q3 | $569K | Buy |
2,468
+131
| +6% | +$30.2K | 0.17% | 59 |
|
|
2022
Q2 | $577K | Sell |
2,337
-151
| -6% | -$37.3K | 0.17% | 61 |
|
|
2022
Q1 | $615K | Sell |
2,488
-1,261
| -34% | -$312K | 0.15% | 62 |
|
|
2021
Q4 | $1.01M | Sell |
3,749
-219
| -6% | -$58.7K | 0.2% | 50 |
|
|
2021
Q3 | $957K | Buy |
3,968
+1,589
| +67% | +$383K | 0.19% | 53 |
|
|
2021
Q2 | $558K | Sell |
2,379
-115
| -5% | -$27K | 0.11% | 61 |
|
|
2021
Q1 | $559K | Sell |
2,494
-68
| -3% | -$15.2K | 0.13% | 62 |
|
|
2020
Q4 | $550K | Sell |
2,562
-41
| -2% | -$8.8K | 0.14% | 61 |
|
|
2020
Q3 | $571K | Hold |
2,603
| – | – | 0.16% | 57 |
|
|
2020
Q2 | $480K | Sell |
2,603
-400
| -13% | -$73.8K | 0.15% | 62 |
|
|
2020
Q1 | $497K | Sell |
3,003
-54
| -2% | -$8.93K | 0.18% | 57 |
|
|
2019
Q4 | $604K | Buy |
3,057
+1,652
| +118% | +$326K | 0.17% | 60 |
|
|
2019
Q3 | $302K | Buy |
1,405
+114
| +9% | +$24.5K | 0.1% | 75 |
|
|
2019
Q2 | $268K | Buy |
+1,291
| New | +$268K | 0.09% | 78 |
|