PagnatoKarp Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,435
| Closed | -$733K | – | 85 |
|
|
2020
Q1 | $733K | Sell |
4,435
-350
| -7% | -$57.8K | 0.18% | 69 |
|
|
2019
Q4 | $946K | Buy |
4,785
+20
| +0.4% | +$3.95K | 0.16% | 69 |
|
|
2019
Q3 | $1.02M | Sell |
4,765
-10
| -0.2% | -$2.15K | 0.2% | 64 |
|
|
2019
Q2 | $992K | Sell |
4,775
-1,224
| -20% | -$254K | 0.21% | 60 |
|
|
2019
Q1 | $1.14M | Sell |
5,999
-89
| -1% | -$16.9K | 0.26% | 54 |
|
|
2018
Q4 | $1.08M | Buy |
6,088
+34
| +0.6% | +$6.04K | 0.23% | 53 |
|
|
2018
Q3 | $1.01M | Buy |
6,054
+61
| +1% | +$10.2K | 0.3% | 52 |
|
|
2018
Q2 | $939K | Buy |
5,993
+1,926
| +47% | +$302K | 0.3% | 51 |
|
|
2018
Q1 | $636K | Sell |
4,067
-1,658
| -29% | -$259K | 0.27% | 63 |
|
|
2017
Q4 | $986K | Buy |
5,725
+75
| +1% | +$12.9K | 0.29% | 51 |
|
|
2017
Q3 | $885K | Buy |
5,650
+378
| +7% | +$59.2K | 0.22% | 55 |
|
|
2017
Q2 | $807K | Buy |
5,272
+217
| +4% | +$33.2K | 0.24% | 56 |
|
|
2017
Q1 | $655K | Buy |
5,055
+1,078
| +27% | +$140K | 0.19% | 61 |
|
|
2016
Q4 | $484K | Buy |
+3,977
| New | +$484K | 0.15% | 76 |
|