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 |
|