PFM
Parsec Financial Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.4M | Sell |
5,007
-107
| -2% | -$29.9K | 0.06% | 149 |
|
|
2022
Q4 | $1.35M | Sell |
5,114
-50
| -1% | -$13.2K | 0.06% | 150 |
|
|
2022
Q3 | $1.19M | Sell |
5,164
-153
| -3% | -$35.3K | 0.06% | 154 |
|
|
2022
Q2 | $1.31M | Buy |
5,317
+45
| +0.9% | +$11.1K | 0.06% | 150 |
|
|
2022
Q1 | $1.3M | Buy |
5,272
+726
| +16% | +$180K | 0.06% | 161 |
|
|
2021
Q4 | $1.22M | Hold |
4,546
| – | – | 0.05% | 156 |
|
|
2021
Q3 | $1.15M | Buy |
4,546
+473
| +12% | +$120K | 0.05% | 153 |
|
|
2021
Q2 | $941K | Buy |
4,073
+1,084
| +36% | +$250K | 0.04% | 153 |
|
|
2021
Q1 | $670K | Sell |
2,989
-38
| -1% | -$8.52K | 0.03% | 169 |
|
|
2020
Q4 | $650K | Buy |
3,027
+59
| +2% | +$12.7K | 0.04% | 155 |
|
|
2020
Q3 | $651K | Sell |
2,968
-30
| -1% | -$6.58K | 0.04% | 146 |
|
|
2020
Q2 | $553K | Sell |
2,998
-195
| -6% | -$36K | 0.04% | 161 |
|
|
2020
Q1 | $528K | Buy |
3,193
+62
| +2% | +$10.3K | 0.04% | 157 |
|
|
2019
Q4 | $619K | Sell |
3,131
-3
| -0.1% | -$593 | 0.04% | 158 |
|
|
2019
Q3 | $673K | Sell |
3,134
-600
| -16% | -$129K | 0.04% | 155 |
|
|
2019
Q2 | $775K | Buy |
3,734
+53
| +1% | +$11K | 0.05% | 147 |
|
|
2019
Q1 | $699K | Sell |
3,681
-228
| -6% | -$43.3K | 0.04% | 155 |
|
|
2018
Q4 | $694K | Sell |
3,909
-24
| -0.6% | -$4.26K | 0.05% | 157 |
|
|
2018
Q3 | $658K | Buy |
3,933
+300
| +8% | +$50.2K | 0.04% | 161 |
|
|
2018
Q2 | $569K | Buy |
3,633
+479
| +15% | +$75K | 0.04% | 162 |
|
|
2018
Q1 | $493K | Buy |
3,154
+136
| +5% | +$21.3K | 0.03% | 176 |
|
|
2017
Q4 | $519K | Hold |
3,018
| – | – | 0.04% | 181 |
|
|
2017
Q3 | $473K | Hold |
3,018
| – | – | 0.03% | 186 |
|
|
2017
Q2 | $462K | Buy |
3,018
+380
| +14% | +$58.2K | 0.04% | 148 |
|
|
2017
Q1 | $342K | Buy |
2,638
+251
| +11% | +$32.5K | 0.03% | 160 |
|
|
2016
Q4 | $291K | Buy |
2,387
+113
| +5% | +$13.8K | 0.03% | 169 |
|
|
2016
Q3 | $262K | Sell |
2,274
-706
| -24% | -$81.3K | 0.02% | 175 |
|
|
2016
Q2 | $359K | Buy |
2,980
+10
| +0.3% | +$1.21K | 0.03% | 149 |
|
|
2016
Q1 | $373K | Sell |
2,970
-8
| -0.3% | -$1.01K | 0.04% | 145 |
|
|
2015
Q4 | $352K | Buy |
2,978
+8
| +0.3% | +$946 | 0.04% | 148 |
|
|
2015
Q3 | $293K | Buy |
2,970
+100
| +3% | +$9.87K | 0.03% | 150 |
|
|
2015
Q2 | $273K | Sell |
2,870
-306
| -10% | -$29.1K | 0.03% | 156 |
|
|
2015
Q1 | $309K | Buy |
3,176
+100
| +3% | +$9.73K | 0.03% | 151 |
|
|
2014
Q4 | $288K | Sell |
3,076
-312
| -9% | -$29.2K | 0.03% | 142 |
|
|
2014
Q3 | $321K | Buy |
3,388
+112
| +3% | +$10.6K | 0.04% | 132 |
|
|
2014
Q2 | $330K | Hold |
3,276
| – | – | 0.04% | 130 |
|
|
2014
Q1 | $321K | Buy |
3,276
+520
| +19% | +$51K | 0.04% | 125 |
|
|
2013
Q4 | $267K | Sell |
2,756
-174
| -6% | -$16.9K | 0.03% | 129 |
|
|
2013
Q3 | $282K | Sell |
2,930
-55
| -2% | -$5.29K | 0.04% | 114 |
|
|
2013
Q2 | $296K | Buy |
+2,985
| New | +$296K | 0.04% | 113 |
|