Quantum Capital Management (California)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $35K | Hold |
162
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $30K | Hold |
162
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $27K | Hold |
162
| – | – | 0.02% | 253 |
|
|
2019
Q4 | $32K | Hold |
162
| – | – | 0.02% | 266 |
|
|
2019
Q3 | $35K | Buy |
+162
| New | +$35K | 0.02% | 280 |
|
|
2014
Q4 | – | Sell |
-4,311
| Closed | -$409K | – | 184 |
|
|
2014
Q3 | $409K | Sell |
4,311
-869
| -17% | -$82.4K | 0.08% | 134 |
|
|
2014
Q2 | $522K | Sell |
5,180
-1,313
| -20% | -$132K | 0.09% | 133 |
|
|
2014
Q1 | $637K | Sell |
6,493
-1,375
| -17% | -$135K | 0.1% | 124 |
|
|
2013
Q4 | $763K | Buy |
7,868
+344
| +5% | +$33.4K | 0.13% | 117 |
|
|
2013
Q3 | $724K | Sell |
7,524
-203
| -3% | -$19.5K | 0.14% | 117 |
|
|
2013
Q2 | $765K | Buy |
+7,727
| New | +$765K | 0.16% | 107 |
|