Signature Financial Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $976K | Hold |
5,495
| – | – | 0.23% | 47 |
|
|
2018
Q3 | $920K | Hold |
5,495
| – | – | 0.16% | 60 |
|
|
2018
Q2 | $860K | Hold |
5,495
| – | – | 0.18% | 61 |
|
|
2018
Q1 | $858K | Sell |
5,495
-144
| -3% | -$22.5K | 0.18% | 61 |
|
|
2017
Q4 | $971K | Sell |
5,639
-1,428
| -20% | -$246K | 0.26% | 47 |
|
|
2017
Q3 | $1.03M | Buy |
7,067
+230
| +3% | +$33.6K | 0.31% | 48 |
|
|
2017
Q2 | $1.05M | Sell |
6,837
-210
| -3% | -$32.2K | 0.33% | 47 |
|
|
2017
Q1 | $914K | Hold |
7,047
| – | – | 0.29% | 52 |
|
|
2016
Q4 | $857K | Hold |
7,047
| – | – | 0.32% | 52 |
|
|
2016
Q3 | $812K | Hold |
7,047
| – | – | 0.33% | 48 |
|
|
2016
Q2 | $847K | Buy |
7,047
+2
| +0% | +$240 | 0.4% | 43 |
|
|
2016
Q1 | $886K | Buy |
7,045
+343
| +5% | +$43.1K | 0.43% | 44 |
|
|
2015
Q4 | $792K | Sell |
6,702
-107
| -2% | -$12.6K | 0.39% | 40 |
|
|
2015
Q3 | $671K | Buy |
6,809
+3,200
| +89% | +$315K | 0.41% | 40 |
|
|
2015
Q2 | $344K | Buy |
3,609
+100
| +3% | +$9.53K | 0.22% | 58 |
|
|
2015
Q1 | $341K | Sell |
3,509
-767
| -18% | -$74.5K | 0.22% | 56 |
|
|
2014
Q4 | $402K | Hold |
4,276
| – | – | 0.28% | 48 |
|
|
2014
Q3 | $405K | Sell |
4,276
-630
| -13% | -$59.7K | 0.29% | 45 |
|
|
2014
Q2 | $493K | Buy |
4,906
+573
| +13% | +$57.6K | 0.37% | 40 |
|
|
2014
Q1 | $424K | Buy |
4,333
+470
| +12% | +$46K | 0.36% | 44 |
|
|
2013
Q4 | $376K | Sell |
3,863
-100
| -3% | -$9.73K | 0.29% | 44 |
|
|
2013
Q3 | $382K | Buy |
3,963
+34
| +0.9% | +$3.28K | 0.34% | 41 |
|
|
2013
Q2 | $389K | Buy |
+3,929
| New | +$389K | 0.27% | 42 |
|