Orser Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,102
| Closed | -$1.16M | – | 42 |
|
|
2024
Q1 | $1.16M | Buy |
4,102
+179
| +5% | +$50.5K | 1.08% | 29 |
|
|
2023
Q4 | $1.16M | Sell |
3,923
-392
| -9% | -$116K | 1.27% | 27 |
|
|
2023
Q3 | $1.14M | Buy |
4,315
+280
| +7% | +$73.8K | 1.12% | 34 |
|
|
2023
Q2 | $1.2M | Hold |
4,035
| – | – | 1.2% | 29 |
|
|
2023
Q1 | $1.13M | Buy |
+4,035
| New | +$1.13M | 1.27% | 29 |
|
|
2020
Q1 | – | Sell |
-6,020
| Closed | -$1.19M | – | 67 |
|
|
2019
Q4 | $1.19M | Buy |
6,020
+634
| +12% | +$125K | 1.15% | 33 |
|
|
2019
Q3 | $1.12M | Buy |
5,386
+301
| +6% | +$62.8K | 1.32% | 29 |
|
|
2019
Q2 | $1.16M | Sell |
5,085
-510
| -9% | -$117K | 1.2% | 33 |
|
|
2019
Q1 | $1.06M | Buy |
5,595
+540
| +11% | +$103K | 1.17% | 34 |
|
|
2018
Q4 | $843K | Hold |
5,055
| – | – | 0.97% | 40 |
|
|
2018
Q3 | $843K | Sell |
5,055
-300
| -6% | -$50K | 0.81% | 46 |
|
|
2018
Q2 | $855K | Buy |
+5,355
| New | +$855K | 0.74% | 55 |
|