QIM
Quest Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,215
| Closed | -$1.55M | – | 91 |
|
|
2023
Q4 | $1.55M | Buy |
5,215
+181
| +4% | +$53.7K | 0.19% | 64 |
|
|
2023
Q3 | $1.33M | Sell |
5,034
-35,819
| -88% | -$9.44M | 0.19% | 68 |
|
|
2023
Q2 | $12.2M | Sell |
40,853
-4,884
| -11% | -$1.46M | 1.66% | 34 |
|
|
2023
Q1 | $12.8M | Sell |
45,737
-3,443
| -7% | -$963K | 1.76% | 26 |
|
|
2022
Q4 | $13M | Buy |
49,180
+2,660
| +6% | +$701K | 1.58% | 32 |
|
|
2022
Q3 | $10.7M | Buy |
46,520
+930
| +2% | +$215K | 1.32% | 36 |
|
|
2022
Q2 | $11.3M | Sell |
45,590
-6,140
| -12% | -$1.52M | 1.33% | 30 |
|
|
2022
Q1 | $12.8M | Buy |
+51,730
| New | +$12.8M | 1.22% | 35 |
|
|
2020
Q2 | – | Sell |
-12,158
| Closed | -$2.01M | – | 104 |
|
|
2020
Q1 | $2.01M | Sell |
12,158
-4,762
| -28% | -$787K | 0.28% | 64 |
|
|
2019
Q4 | $3.34M | Buy |
16,920
+3,737
| +28% | +$739K | 0.39% | 63 |
|
|
2019
Q3 | $2.83M | Buy |
+13,183
| New | +$2.83M | 0.35% | 63 |
|
|
2018
Q3 | – | Sell |
-15,659
| Closed | -$2.45M | – | 111 |
|
|
2018
Q2 | $2.45M | Buy |
+15,659
| New | +$2.45M | 0.37% | 62 |
|
|
2015
Q2 | – | Sell |
-52,050
| Closed | -$5.07M | – | 123 |
|
|
2015
Q1 | $5.07M | Buy |
+52,050
| New | +$5.07M | 0.69% | 66 |
|
|
2014
Q3 | – | Sell |
-82,147
| Closed | -$8.28M | – | 222 |
|
|
2014
Q2 | $8.28M | Sell |
82,147
-14,060
| -15% | -$1.42M | 0.81% | 43 |
|
|
2014
Q1 | $9.43M | Buy |
96,207
+3,933
| +4% | +$386K | 0.88% | 47 |
|
|
2013
Q4 | $8.95M | Sell |
92,274
-3,896
| -4% | -$378K | 0.77% | 65 |
|
|
2013
Q3 | $9.25M | Buy |
+96,170
| New | +$9.25M | 0.79% | 74 |
|