Private Vista’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 | $1.3M | Sell |
7,030
-285
| -4% | -$52.5K | 0.63% | 34 |
|
|
2020
Q1 | $1.21M | Sell |
7,315
-142
| -2% | -$23.5K | 0.46% | 39 |
|
|
2019
Q4 | $1.48M | Buy |
7,457
+791
| +12% | +$156K | 0.4% | 32 |
|
|
2019
Q3 | $1.43M | Buy |
6,666
+195
| +3% | +$41.9K | 0.38% | 34 |
|
|
2019
Q2 | $1.34M | Sell |
6,471
-216
| -3% | -$44.9K | 0.34% | 42 |
|
|
2019
Q1 | $1.27M | Sell |
6,687
-1,806
| -21% | -$343K | 0.31% | 43 |
|
|
2018
Q4 | $1.51M | Sell |
8,493
-3,342
| -28% | -$593K | 0.35% | 40 |
|
|
2018
Q3 | $1.98M | Sell |
11,835
-32
| -0.3% | -$5.35K | 0.41% | 36 |
|
|
2018
Q2 | $1.86M | Sell |
11,867
-81
| -0.7% | -$12.7K | 0.43% | 33 |
|
|
2018
Q1 | $1.87M | Buy |
11,948
+6,020
| +102% | +$942K | 0.55% | 23 |
|
|
2017
Q4 | $1.02M | Sell |
5,928
-5,903
| -50% | -$1.02M | 0.31% | 30 |
|
|
2017
Q3 | $1.85M | Buy |
11,831
+3,109
| +36% | +$487K | 0.41% | 33 |
|
|
2017
Q2 | $1.34M | Buy |
8,722
+38
| +0.4% | +$5.84K | 0.32% | 29 |
|
|
2017
Q1 | $1.17M | Buy |
8,684
+4,792
| +123% | +$647K | 0.29% | 31 |
|
|
2016
Q4 | $485K | Sell |
3,892
-4,192
| -52% | -$522K | 0.14% | 37 |
|
|
2016
Q3 | $906K | Buy |
8,084
+4,121
| +104% | +$462K | 0.23% | 37 |
|
|
2016
Q2 | $481K | Hold |
3,963
| – | – | 0.16% | 31 |
|
|
2016
Q1 | $509K | Buy |
3,963
+71
| +2% | +$9.12K | 0.18% | 23 |
|
|
2015
Q4 | $450K | Buy |
+3,892
| New | +$450K | 0.2% | 24 |
|