Stearns Financial Services Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.05M | Sell |
4,806
-692
| -13% | -$142K | 0.17% | 58 |
|
|
2020
Q2 | $1.01M | Buy |
5,498
+471
| +9% | +$86.4K | 0.16% | 57 |
|
|
2020
Q1 | $831K | Sell |
5,027
-516
| -9% | -$102K | 0.15% | 57 |
|
|
2019
Q4 | $1.09M | Buy |
5,543
+3
| +0.1% | +$595 | 0.18% | 56 |
|
|
2019
Q3 | $1.19M | Sell |
5,540
-850
| -13% | -$182K | 0.21% | 50 |
|
|
2019
Q2 | $1.33M | Buy |
6,390
+18
| +0.3% | +$3.56K | 0.24% | 46 |
|
|
2019
Q1 | $1.21M | Sell |
6,372
-377
| -6% | -$68.4K | 0.23% | 50 |
|
|
2018
Q4 | $1.2M | Buy |
6,749
+86
| +1% | +$15.3K | 0.25% | 50 |
|
|
2018
Q3 | $1.11M | Buy |
6,663
+2
| +0% | +$321 | 0.25% | 53 |
|
|
2018
Q2 | $1.04M | Buy |
6,661
+118
| +2% | +$19.1K | 0.26% | 52 |
|
|
2018
Q1 | $1.02M | Sell |
6,543
-327
| -5% | -$53.8K | 0.25% | 50 |
|
|
2017
Q4 | $1.18M | Sell |
6,870
-122
| -2% | -$20.5K | 0.28% | 50 |
|
|
2017
Q3 | $1.09M | Sell |
6,992
-71
| -1% | -$11.1K | 0.28% | 49 |
|
|
2017
Q2 | $1.08M | Sell |
7,063
-594
| -8% | -$85.8K | 0.26% | 52 |
|
|
2017
Q1 | $992K | Buy |
7,657
+707
| +10% | +$88.7K | 0.24% | 57 |
|
|
2016
Q4 | $846K | Sell |
6,950
-732
| -10% | -$85.8K | 0.22% | 65 |
|
|
2016
Q3 | $886K | Sell |
7,682
-309
| -4% | -$36.6K | 0.24% | 63 |
|
|
2016
Q2 | $962K | Sell |
7,991
-231
| -3% | -$28.9K | 0.27% | 56 |
|
|
2016
Q1 | $1.03M | Sell |
8,222
-2,252
| -22% | -$269K | 0.31% | 52 |
|
|
2015
Q4 | $1.24M | Sell |
10,474
-621
| -6% | -$69.4K | 0.37% | 43 |
|
|
2015
Q3 | $1.09M | Sell |
11,095
-325
| -3% | -$31.7K | 0.35% | 45 |
|
|
2015
Q2 | $1.09M | Sell |
11,420
-282
| -2% | -$27.3K | 0.33% | 49 |
|
|
2015
Q1 | $1.14M | Buy |
11,702
+291
| +3% | +$27.6K | 0.35% | 47 |
|
|
2014
Q4 | $1.07M | Sell |
11,411
-63
| -0.5% | -$5.9K | 0.35% | 49 |
|
|
2014
Q3 | $1.09M | Buy |
11,474
+659
| +6% | +$62.9K | 0.39% | 45 |
|
|
2014
Q2 | $1.09M | Buy |
10,815
+239
| +2% | +$24.1K | 0.4% | 41 |
|
|
2014
Q1 | $1.04M | Buy |
10,576
+1,162
| +12% | +$111K | 0.4% | 43 |
|
|
2013
Q4 | $913K | Buy |
9,414
+205
| +2% | +$19.7K | 0.36% | 51 |
|
|
2013
Q3 | $886K | Sell |
9,209
-291
| -3% | -$28.4K | 0.39% | 49 |
|
|
2013
Q2 | $941K | Buy |
+9,500
| New | +$951K | 0.42% | 46 |
|
Other funds holding MCD
