SIM
Sonora Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.14M | Buy |
29,628
+2,729
| +10% | +$658K | 0.9% | 42 |
|
|
2021
Q2 | $6.21M | Buy |
26,899
+1,759
| +7% | +$406K | 0.81% | 49 |
|
|
2021
Q1 | $5.64M | Buy |
25,140
+5,681
| +29% | +$1.27M | 0.44% | 87 |
|
|
2020
Q4 | $4.18M | Buy |
19,459
+5,626
| +41% | +$1.21M | 0.35% | 93 |
|
|
2020
Q3 | $3.04M | Buy |
13,833
+2,115
| +18% | +$464K | 0.28% | 101 |
|
|
2020
Q2 | $2.16M | Buy |
11,718
+5,501
| +88% | +$1.01M | 0.22% | 106 |
|
|
2020
Q1 | $1.03M | Buy |
6,217
+2,375
| +62% | +$393K | 0.12% | 137 |
|
|
2019
Q4 | $759K | Buy |
3,842
+1,185
| +45% | +$234K | 0.07% | 163 |
|
|
2019
Q3 | $570K | Buy |
2,657
+344
| +15% | +$73.8K | 0.06% | 170 |
|
|
2019
Q2 | $480K | Buy |
2,313
+212
| +10% | +$44K | 0.05% | 185 |
|
|
2019
Q1 | $399K | Buy |
2,101
+245
| +13% | +$46.5K | 0.05% | 187 |
|
|
2018
Q4 | $330K | Hold |
1,856
| – | – | 0.05% | 189 |
|
|
2018
Q3 | $311K | Buy |
1,856
+100
| +6% | +$16.8K | 0.04% | 191 |
|
|
2018
Q2 | $275K | Hold |
1,756
| – | – | 0.04% | 186 |
|
|
2018
Q1 | $275K | Buy |
1,756
+1,000
| +132% | +$156K | 0.04% | 179 |
|
|
2017
Q4 | $130K | Buy |
756
+43
| +6% | +$7.41K | 0.02% | 233 |
|
|
2017
Q3 | $112K | Sell |
713
-88
| -11% | -$13.8K | 0.02% | 241 |
|
|
2017
Q2 | $123K | Buy |
801
+50
| +7% | +$7.66K | 0.02% | 229 |
|
|
2017
Q1 | $97.4K | Sell |
751
-50
| -6% | -$6.48K | 0.02% | 252 |
|
|
2016
Q4 | $97.5K | Sell |
801
-75
| -9% | -$9.13K | 0.02% | 224 |
|
|
2016
Q3 | $101K | Buy |
876
+188
| +27% | +$21.7K | 0.02% | 220 |
|
|
2016
Q2 | $82.8K | Sell |
688
-335
| -33% | -$40.3K | 0.02% | 213 |
|
|
2016
Q1 | $130K | Sell |
1,023
-267
| -21% | -$34K | 0.03% | 180 |
|
|
2015
Q4 | $152K | Buy |
1,290
+6
| +0.5% | +$707 | 0.04% | 142 |
|
|
2015
Q3 | $122K | Buy |
+1,284
| New | +$122K | 0.04% | 140 |
|