RHS Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,041
| Closed | -$309K | – | 111 |
|
|
2023
Q4 | $309K | Sell |
1,041
-10
| -1% | -$2.97K | 0.2% | 84 |
|
|
2023
Q3 | $277K | Hold |
1,051
| – | – | 0.19% | 82 |
|
|
2023
Q2 | $314K | Hold |
1,051
| – | – | 0.23% | 74 |
|
|
2023
Q1 | $294K | Sell |
1,051
-249
| -19% | -$69.6K | 0.22% | 72 |
|
|
2022
Q4 | $343K | Buy |
1,300
+10
| +0.8% | +$2.64K | 0.27% | 65 |
|
|
2022
Q3 | $298K | Hold |
1,290
| – | – | 0.27% | 70 |
|
|
2022
Q2 | $319K | Buy |
+1,290
| New | +$319K | 0.26% | 60 |
|
|
2022
Q1 | – | Sell |
-1,463
| Closed | -$392K | – | 87 |
|
|
2021
Q4 | $392K | Hold |
1,463
| – | – | 0.27% | 60 |
|
|
2021
Q3 | $353K | Sell |
1,463
-3
| -0.2% | -$724 | 0.26% | 65 |
|
|
2021
Q2 | $339K | Hold |
1,466
| – | – | 0.25% | 65 |
|
|
2021
Q1 | $329K | Buy |
1,466
+3
| +0.2% | +$673 | 0.27% | 58 |
|
|
2020
Q4 | $314K | Sell |
1,463
-884
| -38% | -$190K | 0.27% | 60 |
|
|
2020
Q3 | $515K | Sell |
2,347
-15
| -0.6% | -$3.29K | 0.52% | 48 |
|
|
2020
Q2 | $436K | Hold |
2,362
| – | – | 0.51% | 45 |
|
|
2020
Q1 | $391K | Sell |
2,362
-272
| -10% | -$45K | 0.52% | 43 |
|
|
2019
Q4 | $521K | Hold |
2,634
| – | – | 0.54% | 41 |
|
|
2019
Q3 | $566K | Buy |
2,634
+2
| +0.1% | +$430 | 0.67% | 39 |
|
|
2019
Q2 | $547K | Hold |
2,632
| – | – | 0.69% | 39 |
|
|
2019
Q1 | $500K | Hold |
2,632
| – | – | 0.65% | 41 |
|
|
2018
Q4 | $467K | Buy |
+2,632
| New | +$467K | 0.67% | 41 |
|