Sargent Bickham Lagudis’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $667K | Sell |
2,532
-3
| -0.1% | -$790 | 0.05% | 156 |
|
|
2022
Q3 | $585K | Buy |
2,535
+104
| +4% | +$24K | 0.05% | 156 |
|
|
2022
Q2 | $600K | Buy |
2,431
+160
| +7% | +$39.5K | 0.05% | 164 |
|
|
2022
Q1 | $561K | Sell |
2,271
-42
| -2% | -$10.4K | 0.04% | 172 |
|
|
2021
Q4 | $620K | Sell |
2,313
-504
| -18% | -$135K | 0.05% | 159 |
|
|
2021
Q3 | $679K | Buy |
2,817
+996
| +55% | +$240K | 0.06% | 149 |
|
|
2021
Q2 | $421K | Buy |
1,821
+203
| +13% | +$46.9K | 0.03% | 189 |
|
|
2021
Q1 | $363K | Buy |
1,618
+477
| +42% | +$107K | 0.03% | 184 |
|
|
2020
Q4 | $245K | Buy |
1,141
+83
| +8% | +$17.8K | 0.02% | 212 |
|
|
2020
Q3 | $232K | Buy |
1,058
+555
| +110% | +$122K | 0.02% | 196 |
|
|
2020
Q2 | $93K | Sell |
503
-133
| -21% | -$24.6K | 0.01% | 287 |
|
|
2020
Q1 | $105K | Sell |
636
-241
| -27% | -$39.8K | 0.01% | 250 |
|
|
2019
Q4 | $173K | Buy |
877
+4
| +0.5% | +$789 | 0.02% | 217 |
|
|
2019
Q3 | $187K | Sell |
873
-1,487
| -63% | -$319K | 0.02% | 196 |
|
|
2019
Q2 | $490K | Buy |
2,360
+659
| +39% | +$137K | 0.06% | 142 |
|
|
2019
Q1 | $323K | Buy |
1,701
+1
| +0.1% | +$190 | 0.04% | 179 |
|
|
2018
Q4 | $302K | Hold |
1,700
| – | – | 0.04% | 169 |
|
|
2018
Q3 | $284K | Buy |
1,700
+1
| +0.1% | +$167 | 0.03% | 178 |
|
|
2018
Q2 | $266K | Buy |
1,699
+1
| +0.1% | +$157 | 0.03% | 177 |
|
|
2018
Q1 | $266K | Hold |
1,698
| – | – | 0.03% | 175 |
|
|
2017
Q4 | $292K | Hold |
1,698
| – | – | 0.03% | 181 |
|
|
2017
Q3 | $266K | Buy |
1,698
+60
| +4% | +$9.4K | 0.03% | 190 |
|
|
2017
Q2 | $251K | Buy |
1,638
+130
| +9% | +$19.9K | 0.03% | 187 |
|
|
2017
Q1 | $195K | Hold |
1,508
| – | – | 0.03% | 211 |
|
|
2016
Q4 | $184K | Sell |
1,508
-648
| -30% | -$79.1K | 0.03% | 207 |
|
|
2016
Q3 | $249 | Buy |
2,156
+111
| +5% | +$13 | 0.04% | 187 |
|
|
2016
Q2 | $246K | Buy |
2,045
+215
| +12% | +$25.9K | 0.04% | 184 |
|
|
2016
Q1 | $230K | Buy |
+1,830
| New | +$230K | 0.04% | 186 |
|