Sugarloaf Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $168K | Buy |
580
+1
| +0.2% | +$290 | 0.03% | 188 |
|
|
2024
Q3 | $176K | Buy |
579
+1
| +0.2% | +$304 | 0.03% | 189 |
|
|
2024
Q2 | $147K | Buy |
578
+1
| +0.2% | +$255 | 0.03% | 194 |
|
|
2024
Q1 | $163K | Buy |
577
+1
| +0.2% | +$282 | 0.03% | 182 |
|
|
2023
Q4 | $171K | Sell |
576
-27
| -4% | -$8K | 0.04% | 163 |
|
|
2023
Q3 | $159K | Buy |
603
+1
| +0.2% | +$263 | 0.04% | 153 |
|
|
2023
Q2 | $180K | Buy |
602
+1
| +0.2% | +$299 | 0.04% | 149 |
|
|
2023
Q1 | $168K | Sell |
601
-193
| -24% | -$54K | 0.04% | 148 |
|
|
2022
Q4 | $209K | Buy |
794
+5
| +0.6% | +$1.32K | 0.05% | 122 |
|
|
2022
Q3 | $182K | Buy |
789
+2
| +0.3% | +$461 | 0.05% | 132 |
|
|
2022
Q2 | $194K | Buy |
787
+2
| +0.3% | +$493 | 0.05% | 120 |
|
|
2022
Q1 | $194K | Buy |
785
+72
| +10% | +$17.8K | 0.05% | 125 |
|
|
2021
Q4 | $191K | Buy |
713
+2
| +0.3% | +$536 | 0.05% | 133 |
|
|
2021
Q3 | $171K | Buy |
711
+101
| +17% | +$24.3K | 0.05% | 138 |
|
|
2021
Q2 | $141K | Buy |
610
+2
| +0.3% | +$462 | 0.04% | 149 |
|
|
2021
Q1 | $136 | Buy |
608
+1
| +0.2% | – | 0.04% | 152 |
|
|
2020
Q4 | $130K | Sell |
607
-31
| -5% | -$6.64K | 0.04% | 152 |
|
|
2020
Q3 | $133K | Buy |
638
+1
| +0.2% | +$208 | 0.05% | 139 |
|
|
2020
Q2 | $117K | Buy |
637
+1
| +0.2% | +$184 | 0.04% | 148 |
|
|
2020
Q1 | $105K | Buy |
636
+2
| +0.3% | +$330 | 0.05% | 152 |
|
|
2019
Q4 | $125K | Buy |
+634
| New | +$125K | 0.05% | 152 |
|