Ropes Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.78M | Sell |
14,358
-560
| -4% | -$148K | 0.73% | 36 |
|
|
2023
Q2 | $4.45M | Buy |
14,918
+1,197
| +9% | +$357K | 0.74% | 33 |
|
|
2023
Q1 | $3.84M | Buy |
13,721
+338
| +3% | +$94.5K | 0.69% | 36 |
|
|
2022
Q4 | $3.53M | Sell |
13,383
-680
| -5% | -$179K | 0.63% | 38 |
|
|
2022
Q3 | $3.25M | Sell |
14,063
-69
| -0.5% | -$15.9K | 0.68% | 37 |
|
|
2022
Q2 | $3.49M | Sell |
14,132
-440
| -3% | -$109K | 0.72% | 30 |
|
|
2022
Q1 | $3.6M | Sell |
14,572
-654
| -4% | -$162K | 0.62% | 41 |
|
|
2021
Q4 | $4.08M | Sell |
15,226
-5,316
| -26% | -$1.43M | 0.72% | 37 |
|
|
2021
Q3 | $4.95M | Sell |
20,542
-1,658
| -7% | -$400K | 0.79% | 29 |
|
|
2021
Q2 | $5.13M | Buy |
22,200
+893
| +4% | +$206K | 0.81% | 30 |
|
|
2021
Q1 | $4.98M | Sell |
21,307
-2,442
| -10% | -$571K | 0.87% | 28 |
|
|
2020
Q4 | $5.1M | Sell |
23,749
-84
| -0.4% | -$18K | 0.79% | 25 |
|
|
2020
Q3 | $5.23M | Sell |
23,833
-344
| -1% | -$75.5K | 1.01% | 15 |
|
|
2020
Q2 | $4.46M | Sell |
24,177
-268
| -1% | -$49.4K | 0.91% | 22 |
|
|
2020
Q1 | $4.04M | Buy |
24,445
+348
| +1% | +$57.5K | 1.02% | 22 |
|
|
2019
Q4 | $4.76M | Sell |
24,097
-865
| -3% | -$171K | 1.03% | 23 |
|
|
2019
Q3 | $5.36M | Buy |
24,962
+2,247
| +10% | +$482K | 1.14% | 19 |
|
|
2019
Q2 | $4.72M | Sell |
22,715
-480
| -2% | -$99.7K | 1% | 24 |
|
|
2019
Q1 | $4.41M | Sell |
23,195
-362
| -2% | -$68.7K | 1.17% | 23 |
|
|
2018
Q4 | $4.18M | Buy |
23,557
+38
| +0.2% | +$6.75K | 1.2% | 25 |
|
|
2018
Q3 | $3.93M | Buy |
23,519
+2,697
| +13% | +$451K | 0.97% | 27 |
|
|
2018
Q2 | $3.26M | Buy |
20,822
+4,881
| +31% | +$765K | 0.88% | 28 |
|
|
2018
Q1 | $2.49M | Sell |
15,941
-119
| -0.7% | -$18.6K | 0.68% | 36 |
|
|
2017
Q4 | $2.76M | Sell |
16,060
-407
| -2% | -$70K | 0.72% | 33 |
|
|
2017
Q3 | $2.58M | Sell |
16,467
-587
| -3% | -$92K | 0.7% | 38 |
|
|
2017
Q2 | $2.61M | Sell |
17,054
-50
| -0.3% | -$7.66K | 0.74% | 35 |
|
|
2017
Q1 | $2.22M | Sell |
17,104
-257
| -1% | -$33.3K | 0.64% | 42 |
|
|
2016
Q4 | $2.11M | Sell |
17,361
-157
| -0.9% | -$19.1K | 0.66% | 40 |
|
|
2016
Q3 | $2.02M | Sell |
17,518
-282
| -2% | -$32.5K | 0.68% | 38 |
|
|
2016
Q2 | $2.14M | Buy |
17,800
+692
| +4% | +$83.3K | 0.75% | 35 |
|
|
2016
Q1 | $2.15M | Buy |
17,108
+911
| +6% | +$114K | 0.95% | 28 |
|
|
2015
Q4 | $1.91M | Buy |
16,197
+272
| +2% | +$32.1K | 0.84% | 30 |
|
|
2015
Q3 | $1.57M | Buy |
15,925
+3,677
| +30% | +$362K | 0.82% | 28 |
|
|
2015
Q2 | $1.16M | Sell |
12,248
-588
| -5% | -$55.9K | 0.63% | 37 |
|
|
2015
Q1 | $1.25M | Buy |
+12,836
| New | +$1.25M | 0.65% | 38 |
|