Rampart Investment Management’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 | – | Sell |
-7,971
| Closed | -$1.75M | – | 229 |
|
|
2020
Q3 | $1.75M | Sell |
7,971
-16,473
| -67% | -$3.62M | 1.11% | 17 |
|
|
2020
Q2 | $4.51M | Buy |
24,444
+17,973
| +278% | +$3.32M | 0.76% | 19 |
|
|
2020
Q1 | $1.07M | Sell |
6,471
-24,767
| -79% | -$4.1M | 0.51% | 45 |
|
|
2019
Q4 | $6.17M | Buy |
31,238
+2,211
| +8% | +$437K | 0.75% | 18 |
|
|
2019
Q3 | $6.23M | Sell |
29,027
-2,686
| -8% | -$577K | 0.77% | 18 |
|
|
2019
Q2 | $6.59M | Sell |
31,713
-6,549
| -17% | -$1.36M | 0.78% | 16 |
|
|
2019
Q1 | $7.27M | Buy |
38,262
+13,324
| +53% | +$2.53M | 0.83% | 15 |
|
|
2018
Q4 | $4.43M | Sell |
24,938
-19,644
| -44% | -$3.49M | 1.23% | 16 |
|
|
2018
Q3 | $1.46M | Sell |
44,582
-1,915
| -4% | -$62.9K | 0.64% | 36 |
|
|
2018
Q2 | $7.29M | Sell |
46,497
-3,188
| -6% | -$500K | 0.71% | 31 |
|
|
2018
Q1 | $7.77M | Buy |
49,685
+38,696
| +352% | +$6.05M | 0.74% | 30 |
|
|
2017
Q4 | $1.89M | Buy |
10,989
+963
| +10% | +$166K | 0.73% | 31 |
|
|
2017
Q3 | $1.57M | Sell |
10,026
-595
| -6% | -$93.2K | 0.53% | 40 |
|
|
2017
Q2 | $1.63M | Buy |
10,621
+8,334
| +364% | +$1.28M | 0.59% | 36 |
|
|
2017
Q1 | $296K | Buy |
+2,287
| New | +$296K | 0.11% | 49 |
|