Roosevelt Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $874K | Hold |
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|
2022
Q2 | $935K | Sell |
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|
2022
Q1 | $944K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $913K | Sell |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $884K | Buy |
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|
2020
Q4 | $834K | Hold |
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|
2020
Q3 | $853K | Sell |
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|
2020
Q2 | $731K | Sell |
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|
2020
Q1 | $725K | Sell |
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|
2019
Q4 | $906K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $721K | Sell |
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|
2018
Q4 | $768K | Sell |
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|
2018
Q3 | $742K | Sell |
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|
2018
Q2 | $702K | Buy |
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|
2018
Q1 | $633K | Sell |
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|
2017
Q4 | $761K | Buy |
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|
2017
Q3 | $651K | Sell |
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|
2017
Q2 | $688K | Sell |
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|
2017
Q1 | $588K | Hold |
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|
2016
Q4 | $552K | Buy |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $588K | Buy |
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|
2016
Q1 | $601K | Sell |
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|
2015
Q4 | $614K | Sell |
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|
2015
Q3 | $542K | Sell |
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|
2015
Q2 | $672K | Sell |
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|
2015
Q1 | $857K | Buy |
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|
2014
Q4 | $725K | Sell |
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|
2014
Q3 | $7.64M | Sell |
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|
2014
Q2 | $9.24M | Sell |
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|
2014
Q1 | $9.01M | Sell |
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|
2013
Q4 | $8.97M | Sell |
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|
2013
Q3 | $10.6M | Buy |
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|
2013
Q2 | $10.6M | Buy |
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