Stewart & Patten Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Buy |
3,984
+4
| +0.1% | +$1.13K | 0.17% | 42 |
|
|
2023
Q4 | $1.18M | Hold |
3,980
| – | – | 0.18% | 41 |
|
|
2023
Q3 | $1.05M | Hold |
3,980
| – | – | 0.18% | 41 |
|
|
2023
Q2 | $1.19M | Hold |
3,980
| – | – | 0.19% | 40 |
|
|
2023
Q1 | $1.11M | Sell |
3,980
-150
| -4% | -$41.9K | 0.19% | 38 |
|
|
2022
Q4 | $1.09M | Sell |
4,130
-175
| -4% | -$46.1K | 0.19% | 39 |
|
|
2022
Q3 | $993K | Buy |
4,305
+60
| +1% | +$13.8K | 0.19% | 39 |
|
|
2022
Q2 | $1.05M | Buy |
4,245
+53
| +1% | +$13.1K | 0.19% | 40 |
|
|
2022
Q1 | $1.04M | Buy |
4,192
+30
| +0.7% | +$7.42K | 0.17% | 41 |
|
|
2021
Q4 | $1.12M | Sell |
4,162
-250
| -6% | -$67K | 0.17% | 40 |
|
|
2021
Q3 | $1.06M | Sell |
4,412
-27
| -0.6% | -$6.51K | 0.17% | 39 |
|
|
2021
Q2 | $1.03M | Hold |
4,439
| – | – | 0.16% | 40 |
|
|
2021
Q1 | $995K | Sell |
4,439
-1,388
| -24% | -$311K | 0.16% | 39 |
|
|
2020
Q4 | $1.25M | Sell |
5,827
-931
| -14% | -$200K | 0.21% | 36 |
|
|
2020
Q3 | $1.48M | Sell |
6,758
-281
| -4% | -$61.7K | 0.27% | 33 |
|
|
2020
Q2 | $1.3M | Hold |
7,039
| – | – | 0.25% | 35 |
|
|
2020
Q1 | $1.16M | Sell |
7,039
-136
| -2% | -$22.5K | 0.25% | 38 |
|
|
2019
Q4 | $1.42M | Sell |
7,175
-1
| -0% | -$198 | 0.24% | 36 |
|
|
2019
Q3 | $1.54M | Sell |
7,176
-25
| -0.3% | -$5.37K | 0.27% | 38 |
|
|
2019
Q2 | $1.5M | Hold |
7,201
| – | – | 0.27% | 40 |
|
|
2019
Q1 | $1.37M | Sell |
7,201
-150
| -2% | -$28.5K | 0.25% | 40 |
|
|
2018
Q4 | $1.31M | Sell |
7,351
-126
| -2% | -$22.4K | 0.27% | 41 |
|
|
2018
Q3 | $1.25M | Sell |
7,477
-700
| -9% | -$117K | 0.23% | 43 |
|
|
2018
Q2 | $1.28M | Buy |
8,177
+350
| +4% | +$54.8K | 0.24% | 42 |
|
|
2018
Q1 | $1.22M | Sell |
7,827
-407
| -5% | -$63.6K | 0.24% | 41 |
|
|
2017
Q4 | $1.42M | Sell |
8,234
-200
| -2% | -$34.4K | 0.25% | 41 |
|
|
2017
Q3 | $1.32M | Sell |
8,434
-425
| -5% | -$66.6K | 0.24% | 40 |
|
|
2017
Q2 | $1.36M | Sell |
8,859
-2,790
| -24% | -$427K | 0.25% | 40 |
|
|
2017
Q1 | $1.51M | Buy |
11,649
+85
| +0.7% | +$11K | 0.28% | 40 |
|
|
2016
Q4 | $1.41M | Sell |
11,564
-384
| -3% | -$46.8K | 0.27% | 39 |
|
|
2016
Q3 | $1.38M | Sell |
11,948
-300
| -2% | -$34.6K | 0.27% | 39 |
|
|
2016
Q2 | $1.47M | Sell |
12,248
-539
| -4% | -$64.9K | 0.29% | 38 |
|
|
2016
Q1 | $1.61M | Sell |
12,787
-1,019
| -7% | -$128K | 0.32% | 37 |
|
|
2015
Q4 | $1.63M | Sell |
13,806
-405
| -3% | -$47.8K | 0.34% | 36 |
|
|
2015
Q3 | $1.4M | Sell |
14,211
-25
| -0.2% | -$2.46K | 0.31% | 38 |
|
|
2015
Q2 | $1.35M | Sell |
14,236
-503
| -3% | -$47.8K | 0.28% | 37 |
|
|
2015
Q1 | $1.44M | Sell |
14,739
-3,823
| -21% | -$373K | 0.3% | 37 |
|
|
2014
Q4 | $1.74M | Sell |
18,562
-150
| -0.8% | -$14.1K | 0.34% | 36 |
|
|
2014
Q3 | $1.77M | Sell |
18,712
-2,061
| -10% | -$195K | 0.36% | 35 |
|
|
2014
Q2 | $2.09M | Sell |
20,773
-1,542
| -7% | -$155K | 0.42% | 34 |
|
|
2014
Q1 | $2.19M | Sell |
22,315
-5,111
| -19% | -$501K | 0.45% | 36 |
|
|
2013
Q4 | $2.66M | Sell |
27,426
-2,575
| -9% | -$250K | 0.53% | 34 |
|
|
2013
Q3 | $2.89M | Sell |
30,001
-1,400
| -4% | -$135K | 0.62% | 34 |
|
|
2013
Q2 | $3.11M | Buy |
+31,401
| New | +$3.11M | 0.67% | 32 |
|