Stokes & Hubbell Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $1.24M | Sell |
6,553
-321
| -5% | -$60.9K | 0.26% | 69 |
|
2018
Q4 | $1.22M | Buy |
6,874
+158
| +2% | +$28.1K | 0.28% | 67 |
|
2018
Q3 | $1.12M | Buy |
6,716
+6
| +0.1% | +$1K | 0.23% | 66 |
|
2018
Q2 | $1.05M | Buy |
6,710
+156
| +2% | +$24.4K | 0.24% | 67 |
|
2018
Q1 | $1.03M | Buy |
6,554
+2
| +0% | +$313 | 0.24% | 67 |
|
2017
Q4 | $1.13M | Buy |
6,552
+3
| +0% | +$516 | 0.27% | 64 |
|
2017
Q3 | $1.03M | Buy |
6,549
+2
| +0% | +$313 | 0.27% | 64 |
|
2017
Q2 | $1M | Buy |
6,547
+128
| +2% | +$19.6K | 0.31% | 56 |
|
2017
Q1 | $832K | Buy |
6,419
+3
| +0% | +$389 | 0.28% | 54 |
|
2016
Q4 | $781K | Buy |
6,416
+3
| +0% | +$365 | 0.3% | 52 |
|
2016
Q3 | $740K | Buy |
6,413
+3
| +0% | +$346 | 0.31% | 51 |
|
2016
Q2 | $771K | Sell |
6,410
-197
| -3% | -$23.7K | 0.33% | 48 |
|
2016
Q1 | $830K | Hold |
6,607
| – | – | 0.38% | 44 |
|
2015
Q4 | $781K | Hold |
6,607
| – | – | 0.42% | 43 |
|
2015
Q3 | $651K | Buy |
+6,607
| New | +$651K | 0.4% | 45 |
|