Northstar Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.7M | Sell |
43,957
-745
| -2% | -$181K | 1.41% | 23 |
|
|
2021
Q1 | $10M | Buy |
44,702
+115
| +0.3% | +$25.8K | 1.46% | 22 |
|
|
2020
Q4 | $9.57M | Buy |
44,587
+603
| +1% | +$129K | 1.49% | 21 |
|
|
2020
Q3 | $9.65M | Buy |
43,984
+4,424
| +11% | +$971K | 1.74% | 20 |
|
|
2020
Q2 | $7.3M | Sell |
39,560
-8,807
| -18% | -$1.62M | 1.55% | 21 |
|
|
2020
Q1 | $8M | Sell |
48,367
-27,019
| -36% | -$4.47M | 1.98% | 13 |
|
|
2019
Q4 | $14.9M | Sell |
75,386
-7,518
| -9% | -$1.49M | 2.34% | 7 |
|
|
2019
Q3 | $18.1M | Buy |
82,904
+4,334
| +6% | +$945K | 3.01% | 3 |
|
|
2019
Q2 | $16.3M | Buy |
78,570
+463
| +0.6% | +$96.1K | 3.01% | 3 |
|
|
2019
Q1 | $14.8M | Sell |
78,107
-5,205
| -6% | -$988K | 2.75% | 6 |
|
|
2018
Q4 | $14.8M | Sell |
83,312
-1,317
| -2% | -$234K | 3.22% | 2 |
|
|
2018
Q3 | $14.2M | Buy |
84,629
+467
| +0.6% | +$78.1K | 2.81% | 5 |
|
|
2018
Q2 | $13.2M | Sell |
84,162
-1,256
| -1% | -$197K | 2.76% | 5 |
|
|
2018
Q1 | $13.4M | Sell |
85,418
-318
| -0.4% | -$49.7K | 2.83% | 4 |
|
|
2017
Q4 | $14.8M | Sell |
85,736
-436
| -0.5% | -$75K | 2.67% | 4 |
|
|
2017
Q3 | $13.5M | Sell |
86,172
-1,757
| -2% | -$275K | 2.64% | 4 |
|
|
2017
Q2 | $13.5M | Sell |
87,929
-918
| -1% | -$141K | 2.72% | 4 |
|
|
2017
Q1 | $11.5M | Buy |
88,847
+1,253
| +1% | +$162K | 2.32% | 8 |
|
|
2016
Q4 | $10.7M | Buy |
87,594
+3,878
| +5% | +$472K | 2.39% | 8 |
|
|
2016
Q3 | $9.39M | Buy |
83,716
+482
| +0.6% | +$54K | 2.15% | 10 |
|
|
2016
Q2 | $10M | Buy |
83,234
+1,281
| +2% | +$154K | 2.31% | 8 |
|
|
2016
Q1 | $10.3M | Buy |
81,953
+10,305
| +14% | +$1.3M | 2.51% | 6 |
|
|
2015
Q4 | $8.47M | Buy |
71,648
+1,601
| +2% | +$189K | 2.18% | 12 |
|
|
2015
Q3 | $6.9M | Buy |
70,047
+138
| +0.2% | +$13.6K | 1.89% | 14 |
|
|
2015
Q2 | $6.65M | Buy |
69,909
+532
| +0.8% | +$50.6K | 1.72% | 18 |
|
|
2015
Q1 | $6.76M | Sell |
69,377
-2,228
| -3% | -$217K | 1.72% | 18 |
|
|
2014
Q4 | $6.71M | Buy |
71,605
+2,989
| +4% | +$280K | 1.68% | 23 |
|
|
2014
Q3 | $6.51M | Buy |
68,616
+4,108
| +6% | +$389K | 1.69% | 19 |
|
|
2014
Q2 | $6.5M | Sell |
64,508
-247
| -0.4% | -$24.9K | 1.68% | 18 |
|
|
2014
Q1 | $6.35M | Buy |
64,755
+2,857
| +5% | +$280K | 1.69% | 19 |
|
|
2013
Q4 | $6.01M | Buy |
61,898
+5
| +0% | +$485 | 1.64% | 22 |
|
|
2013
Q3 | $5.96M | Buy |
61,893
+810
| +1% | +$77.9K | 1.78% | 15 |
|
|
2013
Q2 | $6.05M | Buy |
+61,083
| New | +$6.05M | 1.89% | 10 |
|