RE Dickinson Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $331K | Buy |
114
+9
| +9% | +$26.1K | 0.02% | 110 |
|
|
2024
Q3 | $32K | Hold |
105
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $26.8K | Hold |
105
| – | – | 0.02% | 110 |
|
|
2024
Q1 | $30K | Hold |
105
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $31K | Hold |
105
| – | – | 0.02% | 105 |
|
|
2023
Q3 | $28K | Hold |
105
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $31K | Sell |
105
-31
| -23% | -$9.15K | 0.01% | 182 |
|
|
2023
Q1 | $38K | Sell |
136
-21
| -13% | -$5.87K | 0.01% | 176 |
|
|
2022
Q4 | $41K | Hold |
157
| – | – | 0.02% | 158 |
|
|
2022
Q3 | $36K | Hold |
157
| – | – | 0.03% | 85 |
|
|
2022
Q2 | $39 | Hold |
157
| – | – | 0.01% | 88 |
|
|
2022
Q1 | $39K | Buy |
157
+5
| +3% | +$1.24K | 0.03% | 102 |
|
|
2021
Q4 | $41K | Buy |
+152
| New | +$41K | 0.03% | 97 |
|