Spearhead Capital Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$899K Sell
3,896
-34,503
-90% -$7.96M 0.97% 36
2022
Q2
$9.48M Sell
38,399
-2,705
-7% -$668K 1.41% 24
2022
Q1
$10.2M Buy
41,104
+868
+2% +$215K 1.26% 32
2021
Q4
$10.8M Buy
40,236
+986
+3% +$264K 1.3% 31
2021
Q3
$9.46M Buy
39,250
+1,168
+3% +$282K 1.26% 31
2021
Q2
$8.8M Sell
38,082
-982
-3% -$227K 1.2% 39
2021
Q1
$8.76M Buy
39,064
+8,241
+27% +$1.85M 1.29% 29
2020
Q4
$6.61M Buy
30,823
+2,420
+9% +$519K 1.05% 43
2020
Q3
$6.23M Buy
28,403
+243
+0.9% +$53.3K 1.19% 29
2020
Q2
$5.2M Buy
28,160
+1,735
+7% +$320K 1.11% 47
2020
Q1
$4.37M Buy
26,425
+3,098
+13% +$512K 1.26% 38
2019
Q4
$4.61M Buy
23,327
+1,442
+7% +$285K 1.14% 50
2019
Q3
$4.7M Sell
21,885
-672
-3% -$144K 1.31% 27
2019
Q2
$4.68M Buy
22,557
+462
+2% +$95.9K 1.37% 20
2019
Q1
$4.2M Buy
22,095
+1,770
+9% +$336K 1.27% 21
2018
Q4
$3.61M Sell
20,325
-1,024
-5% -$182K 1.55% 17
2018
Q3
$3.58M Buy
21,349
+401
+2% +$67.3K 1.2% 35
2018
Q2
$3.28M Buy
20,948
+1,753
+9% +$275K 1.17% 34
2018
Q1
$3M Buy
19,195
+3,636
+23% +$569K 1.17% 45
2017
Q4
$2.68M Buy
+15,559
New +$2.68M 1.3% 26