Norris Perne & French’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
715
+3
| +0.4% | +$877 | 0.01% | 149 |
|
|
2025
Q1 | $222K | Sell |
712
-10
| -1% | -$3.12K | 0.02% | 138 |
|
|
2024
Q4 | $209K | Buy |
+722
| New | +$209K | 0.02% | 139 |
|
|
2024
Q2 | – | Sell |
-952
| Closed | -$268K | – | 147 |
|
|
2024
Q1 | $268K | Buy |
+952
| New | +$268K | 0.02% | 124 |
|
|
2023
Q3 | – | Sell |
-691
| Closed | -$206K | – | 133 |
|
|
2023
Q2 | $206K | Sell |
691
-235
| -25% | -$70.1K | 0.02% | 126 |
|
|
2023
Q1 | $259K | Sell |
926
-38,763
| -98% | -$10.8M | 0.02% | 112 |
|
|
2022
Q4 | $10.5M | Sell |
39,689
-4,616
| -10% | -$1.22M | 1.03% | 47 |
|
|
2022
Q3 | $10.2M | Sell |
44,305
-854
| -2% | -$197K | 1.06% | 45 |
|
|
2022
Q2 | $11.1M | Buy |
45,159
+495
| +1% | +$122K | 1.07% | 49 |
|
|
2022
Q1 | $11M | Sell |
44,664
-23
| -0.1% | -$5.69K | 0.89% | 55 |
|
|
2021
Q4 | $12M | Buy |
44,687
+283
| +0.6% | +$75.9K | 0.93% | 50 |
|
|
2021
Q3 | $10.7M | Buy |
44,404
+969
| +2% | +$234K | 0.92% | 52 |
|
|
2021
Q2 | $10M | Buy |
43,435
+633
| +1% | +$146K | 0.86% | 54 |
|
|
2021
Q1 | $9.59M | Sell |
42,802
-13,207
| -24% | -$2.96M | 0.89% | 52 |
|
|
2020
Q4 | $12M | Buy |
56,009
+547
| +1% | +$117K | 1.13% | 40 |
|
|
2020
Q3 | $12.2M | Buy |
55,462
+547
| +1% | +$120K | 1.32% | 36 |
|
|
2020
Q2 | $10.1M | Sell |
54,915
-899
| -2% | -$166K | 1.23% | 37 |
|
|
2020
Q1 | $9.23M | Sell |
55,814
-1,149
| -2% | -$190K | 1.38% | 37 |
|
|
2019
Q4 | $11.3M | Buy |
56,963
+239
| +0.4% | +$47.2K | 1.34% | 34 |
|
|
2019
Q3 | $12.2M | Buy |
56,724
+21,980
| +63% | +$4.72M | 1.52% | 24 |
|
|
2019
Q2 | $7.22M | Buy |
34,744
+539
| +2% | +$112K | 0.91% | 51 |
|
|
2019
Q1 | $6.5M | Buy |
+34,205
| New | +$6.5M | 0.86% | 53 |
|
|
2014
Q3 | – | Sell |
-2,375
| Closed | -$239K | – | 169 |
|
|
2014
Q2 | $239K | Buy |
2,375
+50
| +2% | +$5.03K | 0.05% | 152 |
|
|
2014
Q1 | $228K | Sell |
2,325
-625
| -21% | -$61.3K | 0.04% | 155 |
|
|
2013
Q4 | $286K | Sell |
2,950
-361
| -11% | -$35K | 0.05% | 154 |
|
|
2013
Q3 | $318K | Buy |
3,311
+687
| +26% | +$66K | 0.07% | 144 |
|
|
2013
Q2 | $259K | Buy |
+2,624
| New | +$259K | 0.06% | 164 |
|