NSI Retail Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,153
| Closed | -$294K | – | 32 |
|
|
2024
Q2 | $294K | Hold |
1,153
| – | – | 0.05% | 33 |
|
|
2024
Q1 | $325K | Sell |
1,153
-300
| -21% | -$84.6K | 0.05% | 38 |
|
|
2023
Q4 | $431K | Sell |
1,453
-100
| -6% | -$29.7K | 0.07% | 34 |
|
|
2023
Q3 | $409K | Sell |
1,553
-650
| -30% | -$171K | 0.09% | 28 |
|
|
2023
Q2 | $657K | Sell |
2,203
-200
| -8% | -$59.6K | 0.11% | 33 |
|
|
2023
Q1 | $672K | Hold |
2,403
| – | – | 0.14% | 27 |
|
|
2022
Q4 | $633K | Hold |
2,403
| – | – | 0.15% | 24 |
|
|
2022
Q3 | $554K | Hold |
2,403
| – | – | 0.16% | 22 |
|
|
2022
Q2 | $593K | Hold |
2,403
| – | – | 0.13% | 24 |
|
|
2022
Q1 | $594K | Hold |
2,403
| – | – | 0.09% | 32 |
|
|
2021
Q4 | $644K | Hold |
2,403
| – | – | 0.1% | 31 |
|
|
2021
Q3 | $579K | Hold |
2,403
| – | – | 0.1% | 34 |
|
|
2021
Q2 | $555K | Buy |
+2,403
| New | +$555K | 0.08% | 39 |
|