PFS Investments’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.73M | Buy |
9,142
+499
| +6% | +$149K | 0.04% | 296 |
|
|
2023
Q1 | $2.45M | Buy |
8,643
+328
| +4% | +$92.8K | 0.04% | 285 |
|
|
2022
Q4 | $2.19M | Buy |
8,315
+50
| +0.6% | +$13.2K | 0.04% | 278 |
|
|
2022
Q3 | $1.91K | Buy |
8,265
+536
| +7% | +$124 | 0.03% | 284 |
|
|
2022
Q2 | $1.91M | Sell |
7,729
-13,645
| -64% | -$3.37M | 0.04% | 275 |
|
|
2022
Q1 | $5.29M | Buy |
21,374
+1,533
| +8% | +$379K | 0.1% | 189 |
|
|
2021
Q4 | $5.32M | Buy |
19,841
+1,689
| +9% | +$453K | 0.1% | 181 |
|
|
2021
Q3 | $4.59M | Buy |
18,152
+1,426
| +9% | +$361K | 0.1% | 189 |
|
|
2021
Q2 | $3.94M | Sell |
16,726
-534
| -3% | -$126K | 0.09% | 187 |
|
|
2021
Q1 | $3.87M | Sell |
17,260
-20,821
| -55% | -$4.67M | 0.1% | 177 |
|
|
2020
Q4 | $8.16M | Buy |
38,081
+5,058
| +15% | +$1.08M | 0.23% | 108 |
|
|
2020
Q3 | $7.25M | Buy |
33,023
+5,022
| +18% | +$1.1M | 0.24% | 92 |
|
|
2020
Q2 | $5.17M | Buy |
28,001
+1,543
| +6% | +$285K | 0.19% | 109 |
|
|
2020
Q1 | $4.38M | Buy |
26,458
+19,966
| +308% | +$3.3M | 0.19% | 89 |
|
|
2019
Q4 | $1.28M | Buy |
6,492
+2,996
| +86% | +$592K | 0.05% | 176 |
|
|
2019
Q3 | $750K | Buy |
3,496
+1,743
| +99% | +$374K | 0.03% | 167 |
|
|
2019
Q2 | $370K | Buy |
+1,753
| New | +$370K | 0.02% | 170 |
|