Private Wealth Advisors (Pennsylvania)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.49M | Sell |
11,624
-1,358
| -10% | -$291K | 1.42% | 20 |
|
|
2020
Q3 | $2.85M | Sell |
12,982
-172
| -1% | -$37.7K | 1.82% | 15 |
|
|
2020
Q2 | $2.43M | Sell |
13,154
-24
| -0.2% | -$4.43K | 1.66% | 16 |
|
|
2020
Q1 | $2.41M | Sell |
13,178
-409
| -3% | -$74.7K | 1.83% | 15 |
|
|
2019
Q4 | $2.86M | Sell |
13,587
-1,596
| -11% | -$336K | 1.52% | 19 |
|
|
2019
Q3 | $3.26M | Sell |
15,183
-6,469
| -30% | -$1.39M | 1.66% | 18 |
|
|
2019
Q2 | $4.5M | Sell |
21,652
-123
| -0.6% | -$25.5K | 1.59% | 18 |
|
|
2019
Q1 | $4.14M | Buy |
21,775
+82
| +0.4% | +$15.6K | 1.55% | 19 |
|
|
2018
Q4 | $3.85M | Sell |
21,693
-528
| -2% | -$93.8K | 1.67% | 17 |
|
|
2018
Q3 | $3.72M | Sell |
22,221
-23
| -0.1% | -$3.85K | 1.37% | 22 |
|
|
2018
Q2 | $3.49M | Buy |
22,244
+353
| +2% | +$55.3K | 1.39% | 23 |
|
|
2018
Q1 | $3.42M | Sell |
21,891
-408
| -2% | -$63.8K | 1.37% | 22 |
|
|
2017
Q4 | $3.84M | Sell |
22,299
-243
| -1% | -$41.8K | 1.49% | 19 |
|
|
2017
Q3 | $3.53M | Sell |
22,542
-281
| -1% | -$44K | 1.45% | 19 |
|
|
2017
Q2 | $3.5M | Sell |
22,823
-792
| -3% | -$121K | 1.5% | 20 |
|
|
2017
Q1 | $3.06M | Sell |
23,615
-866
| -4% | -$112K | 1.37% | 21 |
|
|
2016
Q4 | $2.98M | Sell |
24,481
-631
| -3% | -$76.8K | 1.38% | 21 |
|
|
2016
Q3 | $2.9M | Sell |
25,112
-24
| -0.1% | -$2.77K | 1.38% | 21 |
|
|
2016
Q2 | $3.03M | Sell |
25,136
-417
| -2% | -$50.2K | 1.48% | 21 |
|
|
2016
Q1 | $3.21M | Sell |
25,553
-79
| -0.3% | -$9.93K | 1.71% | 17 |
|
|
2015
Q4 | $3.03M | Sell |
25,632
-1,166
| -4% | -$138K | 1.7% | 17 |
|
|
2015
Q3 | $2.64M | Sell |
26,798
-1,029
| -4% | -$101K | 1.32% | 19 |
|
|
2015
Q2 | $2.65M | Sell |
27,827
-51
| -0.2% | -$4.85K | 1.2% | 25 |
|
|
2015
Q1 | $2.72M | Sell |
27,878
-616
| -2% | -$60K | 1.27% | 26 |
|
|
2014
Q4 | $2.67M | Buy |
28,494
+7,024
| +33% | +$658K | 1.29% | 26 |
|
|
2014
Q3 | $2.04M | Buy |
21,470
+97
| +0.5% | +$9.2K | 1.07% | 32 |
|
|
2014
Q2 | $2.15M | Buy |
21,373
+107
| +0.5% | +$10.8K | 1.1% | 32 |
|
|
2014
Q1 | $2.09M | Sell |
21,266
-13
| -0.1% | -$1.28K | 1.13% | 30 |
|
|
2013
Q4 | $2.07M | Buy |
21,279
+957
| +5% | +$92.9K | 1.13% | 29 |
|
|
2013
Q3 | $1.96M | Buy |
20,322
+482
| +2% | +$46.4K | 1.15% | 30 |
|
|
2013
Q2 | $1.96M | Buy |
+19,840
| New | +$1.96M | 1.22% | 26 |
|