SBSB
Sullivan, Bruyette, Speros & Blaney’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.44M | Buy |
10,870
+966
| +10% | +$216K | 0.11% | 56 |
|
|
2020
Q4 | $2.13M | Buy |
9,904
+226
| +2% | +$48.5K | 0.1% | 60 |
|
|
2020
Q3 | $2.12M | Buy |
9,678
+243
| +3% | +$53.3K | 0.12% | 55 |
|
|
2020
Q2 | $1.74M | Sell |
9,435
-653
| -6% | -$120K | 0.11% | 53 |
|
|
2020
Q1 | $1.67M | Sell |
10,088
-237
| -2% | -$39.2K | 0.12% | 53 |
|
|
2019
Q4 | $2.04M | Buy |
10,325
+67
| +0.7% | +$13.2K | 0.11% | 47 |
|
|
2019
Q3 | $2.2M | Buy |
10,258
+125
| +1% | +$26.8K | 0.13% | 42 |
|
|
2019
Q2 | $2.1M | Buy |
10,133
+339
| +3% | +$70.4K | 0.13% | 45 |
|
|
2019
Q1 | $1.86M | Sell |
9,794
-221
| -2% | -$42K | 0.11% | 46 |
|
|
2018
Q4 | $1.78M | Sell |
10,015
-74
| -0.7% | -$13.1K | 0.12% | 42 |
|
|
2018
Q3 | $1.69M | Sell |
10,089
-167
| -2% | -$27.9K | 0.15% | 32 |
|
|
2018
Q2 | $1.61M | Sell |
10,256
-355
| -3% | -$55.6K | 0.15% | 35 |
|
|
2018
Q1 | $1.66M | Buy |
10,611
+1,003
| +10% | +$157K | 0.16% | 34 |
|
|
2017
Q4 | $1.65M | Buy |
9,608
+791
| +9% | +$136K | 0.16% | 36 |
|
|
2017
Q3 | $1.38M | Buy |
8,817
+817
| +10% | +$128K | 0.14% | 40 |
|
|
2017
Q2 | $1.23M | Buy |
8,000
+73
| +0.9% | +$11.2K | 0.12% | 44 |
|
|
2017
Q1 | $1.03M | Buy |
7,927
+34
| +0.4% | +$4.41K | 0.1% | 47 |
|
|
2016
Q4 | $961K | Buy |
7,893
+79
| +1% | +$9.62K | 0.1% | 48 |
|
|
2016
Q3 | $901K | Buy |
7,814
+236
| +3% | +$27.2K | 0.09% | 50 |
|
|
2016
Q2 | $912K | Buy |
+7,578
| New | +$912K | 0.1% | 48 |
|