St. Denis J. Villere & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-26,815
| Closed | -$2.61M | – | 57 |
|
|
2015
Q1 | $2.61M | Sell |
26,815
-2,250
| -8% | -$219K | 0.11% | 38 |
|
|
2014
Q4 | $2.72M | Sell |
29,065
-7,750
| -21% | -$726K | 0.12% | 38 |
|
|
2014
Q3 | $3.49M | Sell |
36,815
-1,000
| -3% | -$94.8K | 0.15% | 31 |
|
|
2014
Q2 | $3.81M | Sell |
37,815
-42,060
| -53% | -$4.24M | 0.14% | 34 |
|
|
2014
Q1 | $7.83M | Buy |
79,875
+1,750
| +2% | +$172K | 0.31% | 27 |
|
|
2013
Q4 | $7.58M | Buy |
78,125
+6,100
| +8% | +$592K | 0.29% | 29 |
|
|
2013
Q3 | $6.93M | Buy |
72,025
+2,250
| +3% | +$216K | 0.32% | 28 |
|
|
2013
Q2 | $6.91M | Buy |
+69,775
| New | +$6.91M | 0.37% | 29 |
|