Sarah T. Connolly’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 | – | Sell |
-3,780
| Closed | -$996K | – | 57 |
|
|
2023
Q3 | $996K | Sell |
3,780
-285
| -7% | -$75.1K | 0.66% | 52 |
|
|
2023
Q2 | $1.21M | Sell |
4,065
-325
| -7% | -$97K | 0.73% | 49 |
|
|
2023
Q1 | $1.23M | Hold |
4,390
| – | – | 0.78% | 50 |
|
|
2022
Q4 | $1.16M | Sell |
4,390
-315
| -7% | -$83K | 0.79% | 47 |
|
|
2022
Q3 | $1.09M | Hold |
4,705
| – | – | 0.8% | 47 |
|
|
2022
Q2 | $1.16M | Hold |
4,705
| – | – | 0.79% | 48 |
|
|
2022
Q1 | $1.16M | Hold |
4,705
| – | – | 0.68% | 51 |
|
|
2021
Q4 | $1.26M | Buy |
4,705
+340
| +8% | +$91.1K | 0.7% | 48 |
|
|
2021
Q3 | $1.05M | Hold |
4,365
| – | – | 0.87% | 48 |
|
|
2021
Q2 | $1.01M | Hold |
4,365
| – | – | 0.82% | 50 |
|
|
2021
Q1 | $978K | Sell |
4,365
-45
| -1% | -$10.1K | 0.87% | 50 |
|
|
2020
Q4 | $946K | Buy |
+4,410
| New | +$946K | 0.87% | 44 |
|