Richmond Brothers’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 | – | Sell |
-689
| Closed | -$210K | – | 35 |
|
|
2024
Q3 | $210K | Sell |
689
-259
| -27% | -$78.8K | 0.13% | 31 |
|
|
2024
Q2 | $242K | Hold |
948
| – | – | 0.48% | 19 |
|
|
2024
Q1 | $267K | Sell |
948
-254
| -21% | -$71.6K | 0.5% | 20 |
|
|
2023
Q4 | $356K | Sell |
1,202
-85
| -7% | -$25.2K | 0.62% | 16 |
|
|
2023
Q3 | $339K | Sell |
1,287
-254
| -16% | -$67K | 0.64% | 14 |
|
|
2023
Q2 | $460K | Sell |
1,541
-88
| -5% | -$26.3K | 0.75% | 14 |
|
|
2023
Q1 | $455K | Sell |
1,629
-282
| -15% | -$78.8K | 0.77% | 13 |
|
|
2022
Q4 | $504K | Sell |
1,911
-39
| -2% | -$10.3K | 0.71% | 14 |
|
|
2022
Q3 | $450K | Sell |
1,950
-134
| -6% | -$30.9K | 0.5% | 18 |
|
|
2022
Q2 | $515K | Sell |
2,084
-60
| -3% | -$14.8K | 0.53% | 17 |
|
|
2022
Q1 | $531K | Sell |
2,144
-386
| -15% | -$95.6K | 0.41% | 17 |
|
|
2021
Q4 | $679K | Buy |
+2,530
| New | +$679K | 0.49% | 16 |
|