PAM
Private Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $320K | Sell |
1,215
-641
| -35% | -$169K | 0.08% | 101 |
|
|
2023
Q2 | $554K | Sell |
1,856
-95
| -5% | -$28.4K | 0.11% | 86 |
|
|
2023
Q1 | $546K | Sell |
1,951
-18
| -0.9% | -$5.04K | 0.09% | 91 |
|
|
2022
Q4 | $519K | Sell |
1,969
-240
| -11% | -$63.3K | 0.09% | 95 |
|
|
2022
Q3 | $510K | Sell |
2,209
-6
| -0.3% | -$1.39K | 0.09% | 94 |
|
|
2022
Q2 | $547K | Sell |
2,215
-55
| -2% | -$13.6K | 0.09% | 95 |
|
|
2022
Q1 | $562K | Buy |
2,270
+170
| +8% | +$42.1K | 0.08% | 99 |
|
|
2021
Q4 | $563K | Hold |
2,100
| – | – | 0.07% | 101 |
|
|
2021
Q3 | $507K | Hold |
2,100
| – | – | 0.07% | 102 |
|
|
2021
Q2 | $485K | Sell |
2,100
-250
| -11% | -$57.7K | 0.06% | 108 |
|
|
2021
Q1 | $527K | Buy |
2,350
+132
| +6% | +$29.6K | 0.07% | 98 |
|
|
2020
Q4 | $476K | Buy |
2,218
+217
| +11% | +$46.6K | 0.07% | 100 |
|
|
2020
Q3 | $439K | Buy |
2,001
+50
| +3% | +$11K | 0.07% | 99 |
|
|
2020
Q2 | $360K | Buy |
1,951
+65
| +3% | +$12K | 0.06% | 102 |
|
|
2020
Q1 | $312K | Hold |
1,886
| – | – | 0.07% | 98 |
|
|
2019
Q4 | $373K | Hold |
1,886
| – | – | 0.06% | 104 |
|
|
2019
Q3 | $405K | Hold |
1,886
| – | – | 0.07% | 102 |
|
|
2019
Q2 | $392K | Buy |
1,886
+40
| +2% | +$8.31K | 0.07% | 106 |
|
|
2019
Q1 | $351K | Sell |
1,846
-2,200
| -54% | -$418K | 0.06% | 104 |
|
|
2018
Q4 | $719K | Sell |
4,046
-150
| -4% | -$26.7K | 0.14% | 81 |
|
|
2018
Q3 | $702K | Sell |
4,196
-80
| -2% | -$13.4K | 0.11% | 93 |
|
|
2018
Q2 | $670K | Sell |
4,276
-301
| -7% | -$47.2K | 0.11% | 97 |
|
|
2018
Q1 | $716K | Sell |
4,577
-1,548
| -25% | -$242K | 0.12% | 80 |
|
|
2017
Q4 | $1.05M | Sell |
6,125
-200
| -3% | -$34.4K | 0.17% | 76 |
|
|
2017
Q3 | $991K | Buy |
6,325
+1,975
| +45% | +$309K | 0.16% | 80 |
|
|
2017
Q2 | $666K | Hold |
4,350
| – | – | 0.11% | 85 |
|
|
2017
Q1 | $564K | Hold |
4,350
| – | – | 0.09% | 97 |
|
|
2016
Q4 | $529K | Sell |
4,350
-90
| -2% | -$10.9K | 0.09% | 95 |
|
|
2016
Q3 | $512K | Hold |
4,440
| – | – | 0.09% | 101 |
|
|
2016
Q2 | $534K | Hold |
4,440
| – | – | 0.09% | 96 |
|
|
2016
Q1 | $558K | Sell |
4,440
-225
| -5% | -$28.3K | 0.1% | 93 |
|
|
2015
Q4 | $551K | Hold |
4,665
| – | – | 0.1% | 93 |
|
|
2015
Q3 | $460K | Buy |
4,665
+2,112
| +83% | +$208K | 0.09% | 95 |
|
|
2015
Q2 | $243K | Sell |
2,553
-300
| -11% | -$28.6K | 0.04% | 127 |
|
|
2015
Q1 | $278K | Hold |
2,853
| – | – | 0.05% | 121 |
|
|
2014
Q4 | $267K | Sell |
2,853
-525
| -16% | -$49.1K | 0.04% | 121 |
|
|
2014
Q3 | $320K | Sell |
3,378
-300
| -8% | -$28.4K | 0.05% | 116 |
|
|
2014
Q2 | $371K | Hold |
3,678
| – | – | 0.06% | 110 |
|
|
2014
Q1 | $361K | Hold |
3,678
| – | – | 0.06% | 107 |
|
|
2013
Q4 | $357K | Sell |
3,678
-190
| -5% | -$18.4K | 0.06% | 108 |
|
|
2013
Q3 | $372K | Sell |
3,868
-310
| -7% | -$29.8K | 0.07% | 98 |
|
|
2013
Q2 | $414K | Buy |
+4,178
| New | +$414K | 0.08% | 99 |
|