Simplicity Solutions’s McDonald's MCD Stock Holding History

Simplicity Solutions’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$7.18M	Buy	24,207 +493	+2%	+$146K	0.2%	89
2023 Q3	$6.25M	Sell	23,714 -4,199	-15%	-$1.11M	0.2%	96
2023 Q2	$8.33M	Sell	27,913 -1,503	-5%	-$448K	0.23%	86
2023 Q1	$8.22M	Buy	29,416 +20,866	+244%	+$5.83M	0.22%	92
2022 Q4	$2.25M	Buy	8,550 +895	+12%	+$236K	0.31%	67
2022 Q3	$1.77M	Buy	7,655 +1,476	+24%	+$341K	0.26%	83
2022 Q2	$1.53M	Buy	6,179 +1,219	+25%	+$301K	0.2%	122
2022 Q1	$1.23M	Sell	4,960 -5,008	-50%	-$1.24M	0.15%	144
2021 Q4	$2.67M	Buy	9,968 +5,408	+119%	+$1.45M	0.3%	80
2021 Q3	$1.1M	Sell	4,560 -73	-2%	-$17.6K	0.17%	132
2021 Q2	$1.07M	Buy	4,633 +1,564	+51%	+$361K	0.21%	105
2021 Q1	$688K	Sell	3,069 -30,073	-91%	-$6.74M	0.15%	152
2020 Q4	$7.11M	Buy	33,142 +793	+2%	+$170K	0.11%	182
2020 Q3	$7.1M	Buy	32,349 +2,107	+7%	+$462K	0.13%	142
2020 Q2	$5.58M	Buy	30,242 +21,711	+254%	+$4.01M	0.11%	169
2020 Q1	$1.41M	Buy	8,531 +1,467	+21%	+$243K	0.04%	274
2019 Q4	$1.4M	Buy	7,064 +1,966	+39%	+$389K	0.04%	309
2019 Q3	$1.1M	Buy	5,098 +836	+20%	+$180K	0.04%	275
2019 Q2	$885K	Sell	4,262 -29,729	-87%	-$6.17M	0.04%	279
2019 Q1	$6.46M	Buy	33,991 +1,670	+5%	+$317K	0.39%	57
2018 Q4	$5.74M	Buy	32,321 +27,664	+594%	+$4.91M	0.74%	26
2018 Q3	$779K	Buy	4,657 +911	+24%	+$152K	0.04%	197
2018 Q2	$587K	Buy	3,746 +1,979	+112%	+$310K	0.04%	225
2018 Q1	$276K	Sell	1,767 -1,174	-40%	-$183K	0.02%	294
2017 Q4	$507K	Buy	+2,941	New	+$507K	0.05%	215
2017 Q3	–	Sell	-6,309	Closed	-$966K	–	311
2017 Q2	$966K	Sell	6,309 -3,697	-37%	-$566K	0.11%	154
2017 Q1	$1.3M	Buy	10,006 +2,372	+31%	+$307K	0.2%	105
2016 Q4	$929K	Buy	7,634 +5,358	+235%	+$652K	0.21%	103
2016 Q3	$263K	Buy	+2,276	New	+$263K	0.13%	203
2016 Q1	–	Sell	-16,460	Closed	-$1.95M	–	374
2015 Q4	$1.95M	Buy	+16,460	New	+$1.95M	0.23%	120