Spotlight Asset Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $78.5K | Hold |
308
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $86.8K | Sell |
308
-150
| -33% | -$42.3K | 0.06% | 116 |
|
|
2023
Q4 | $121K | Hold |
458
| – | – | 0.11% | 88 |
|
|
2023
Q3 | $121K | Hold |
458
| – | – | 0.11% | 88 |
|
|
2023
Q2 | $137K | Sell |
458
-534
| -54% | -$159K | 0.12% | 81 |
|
|
2023
Q1 | $253K | Buy |
+992
| New | +$253K | 0.25% | 67 |
|
|
2022
Q3 | $253K | Buy |
+992
| New | +$253K | 0.25% | 67 |
|
|
2021
Q3 | $407K | Sell |
1,686
-222
| -12% | -$53.6K | 0.2% | 77 |
|
|
2021
Q2 | $441K | Sell |
1,908
-4,469
| -70% | -$1.03M | 0.17% | 80 |
|
|
2021
Q1 | $1.43M | Sell |
6,377
-137
| -2% | -$30.7K | 0.54% | 36 |
|
|
2020
Q4 | $1.4M | Buy |
6,514
+13
| +0.2% | +$2.79K | 0.52% | 31 |
|
|
2020
Q3 | $1.43M | Sell |
6,501
-62
| -0.9% | -$13.6K | 0.56% | 27 |
|
|
2020
Q2 | $1.21M | Buy |
6,563
+110
| +2% | +$20.3K | 0.51% | 32 |
|
|
2020
Q1 | $1.07M | Sell |
6,453
-5
| -0.1% | -$827 | 0.57% | 33 |
|
|
2019
Q4 | $1.19M | Buy |
+6,458
| New | +$1.19M | 0.57% | 34 |
|