SIM
Sterling Investment Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,930
| Closed | -$1.06M | – | 58 |
|
|
2020
Q4 | $1.06M | Sell |
4,930
-1,317
| -21% | -$283K | 0.75% | 39 |
|
|
2020
Q3 | $1.37M | Buy |
6,247
+1,717
| +38% | +$377K | 1.02% | 32 |
|
|
2020
Q2 | $836K | Sell |
4,530
-4,856
| -52% | -$896K | 0.65% | 42 |
|
|
2020
Q1 | $1.55M | Sell |
9,386
-4,037
| -30% | -$668K | 1.35% | 25 |
|
|
2019
Q4 | $2.65M | Sell |
13,423
-98
| -0.7% | -$19.4K | 1.76% | 18 |
|
|
2019
Q3 | $2.9M | Buy |
13,521
+519
| +4% | +$111K | 2.12% | 14 |
|
|
2019
Q2 | $2.7M | Sell |
13,002
-382
| -3% | -$79.3K | 2.09% | 13 |
|
|
2019
Q1 | $2.54M | Sell |
13,384
-759
| -5% | -$144K | 1.97% | 17 |
|
|
2018
Q4 | $2.51M | Sell |
14,143
-484
| -3% | -$85.9K | 2.1% | 16 |
|
|
2018
Q3 | $2.45M | Sell |
14,627
-140
| -0.9% | -$23.4K | 1.78% | 16 |
|
|
2018
Q2 | $2.31M | Buy |
14,767
+1,667
| +13% | +$261K | 1.79% | 17 |
|
|
2018
Q1 | $2.05M | Buy |
13,100
+1,718
| +15% | +$269K | 1.65% | 20 |
|
|
2017
Q4 | $1.96M | Buy |
11,382
+48
| +0.4% | +$8.26K | 2.09% | 20 |
|
|
2017
Q3 | $1.78M | Sell |
11,334
-494
| -4% | -$77.4K | 2.41% | 18 |
|
|
2017
Q2 | $1.81M | Buy |
11,828
+342
| +3% | +$52.4K | 2.39% | 18 |
|
|
2017
Q1 | $1.49M | Buy |
11,486
+536
| +5% | +$69.5K | 2.08% | 21 |
|
|
2016
Q4 | $1.33M | Buy |
+10,950
| New | +$1.33M | 1.9% | 26 |
|