Rollins Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $918K | Sell |
3,097
-50
| -2% | -$14.8K | 0.19% | 52 |
|
2023
Q3 | $829K | Buy |
3,147
+50
| +2% | +$13.2K | 0.2% | 53 |
|
2023
Q2 | $924K | Sell |
3,097
-200
| -6% | -$59.7K | 0.25% | 47 |
|
2023
Q1 | $922K | Buy |
3,297
+281
| +9% | +$78.6K | 0.31% | 47 |
|
2022
Q4 | $795K | Sell |
3,016
-911
| -23% | -$240K | 0.3% | 49 |
|
2022
Q3 | $906K | Sell |
3,927
-89
| -2% | -$20.5K | 0.34% | 37 |
|
2022
Q2 | $991K | Buy |
4,016
+89
| +2% | +$22K | 0.35% | 40 |
|
2022
Q1 | $971K | Hold |
3,927
| – | – | 0.29% | 41 |
|
2021
Q4 | $1.05M | Buy |
+3,927
| New | +$1.05M | 0.3% | 33 |
|
2021
Q2 | $907K | Sell |
3,927
-183
| -4% | -$42.3K | 0.33% | 37 |
|
2021
Q1 | $921K | Sell |
4,110
-13
| -0.3% | -$2.91K | 0.39% | 34 |
|
2020
Q4 | $885K | Buy |
+4,123
| New | +$885K | 0.4% | 31 |
|