S. Muoio & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,259
| Closed | -$311K | – | 73 |
|
2022
Q1 | $311K | Sell |
1,259
-541
| -30% | -$134K | 0.37% | 70 |
|
2021
Q4 | $483K | Sell |
1,800
-500
| -22% | -$134K | 0.19% | 57 |
|
2021
Q3 | $555K | Sell |
2,300
-700
| -23% | -$169K | 0.43% | 62 |
|
2021
Q2 | $693K | Hold |
3,000
| – | – | 0.59% | 49 |
|
2021
Q1 | $672K | Sell |
3,000
-1,400
| -32% | -$314K | 0.72% | 49 |
|
2020
Q4 | $944K | Sell |
4,400
-600
| -12% | -$129K | 1.03% | 39 |
|
2020
Q3 | $1.1M | Hold |
5,000
| – | – | 1.25% | 30 |
|
2020
Q2 | $922K | Buy |
5,000
+1,000
| +25% | +$184K | 1.13% | 32 |
|
2020
Q1 | $661K | Buy |
+4,000
| New | +$661K | 0.85% | 38 |
|