Summit Financial Group’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 | $725K | Hold |
2,570
| – | – | 0.26% | 100 |
|
|
2023
Q4 | $762K | Sell |
2,570
-77
| -3% | -$22.8K | 0.29% | 92 |
|
|
2023
Q3 | $697K | Sell |
2,647
-151
| -5% | -$39.8K | 0.29% | 93 |
|
|
2023
Q2 | $835K | Hold |
2,798
| – | – | 0.32% | 86 |
|
|
2023
Q1 | $782K | Sell |
2,798
-23
| -0.8% | -$6.43K | 0.3% | 91 |
|
|
2022
Q4 | $743K | Hold |
2,821
| – | – | 0.29% | 98 |
|
|
2022
Q3 | $651K | Sell |
2,821
-211
| -7% | -$48.7K | 0.27% | 98 |
|
|
2022
Q2 | $749K | Hold |
3,032
| – | – | 0.29% | 96 |
|
|
2022
Q1 | $750K | Sell |
3,032
-100
| -3% | -$24.7K | 0.25% | 99 |
|
|
2021
Q4 | $840K | Buy |
3,132
+150
| +5% | +$40.2K | 0.27% | 95 |
|
|
2021
Q3 | $718K | Hold |
2,982
| – | – | 0.26% | 97 |
|
|
2021
Q2 | $689K | Buy |
2,982
+85
| +3% | +$19.6K | 0.26% | 96 |
|
|
2021
Q1 | $649K | Hold |
2,897
| – | – | 0.27% | 89 |
|
|
2020
Q4 | $622K | Hold |
2,897
| – | – | 0.27% | 87 |
|
|
2020
Q3 | $636K | Hold |
2,897
| – | – | 0.32% | 78 |
|
|
2020
Q2 | $534K | Buy |
2,897
+78
| +3% | +$14.4K | 0.28% | 84 |
|
|
2020
Q1 | $466K | Hold |
2,819
| – | – | 0.28% | 83 |
|
|
2019
Q4 | $557K | Sell |
2,819
-100
| -3% | -$19.8K | 0.27% | 87 |
|
|
2019
Q3 | $627K | Buy |
2,919
+96
| +3% | +$20.6K | 0.32% | 81 |
|
|
2019
Q2 | $586K | Sell |
2,823
-50
| -2% | -$10.4K | 0.26% | 91 |
|
|
2019
Q1 | $546K | Hold |
2,873
| – | – | 0.43% | 69 |
|
|
2018
Q4 | $510K | Hold |
2,873
| – | – | 0.43% | 67 |
|
|
2018
Q3 | $481K | Hold |
2,873
| – | – | 0.36% | 72 |
|
|
2018
Q2 | $450K | Hold |
2,873
| – | – | 0.35% | 75 |
|
|
2018
Q1 | $449K | Buy |
2,873
+1,000
| +53% | +$156K | 0.35% | 80 |
|
|
2017
Q4 | $322K | Buy |
1,873
+69
| +4% | +$11.9K | 0.26% | 90 |
|
|
2017
Q3 | $283K | Buy |
1,804
+54
| +3% | +$8.47K | 0.24% | 95 |
|
|
2017
Q2 | $268K | Buy |
+1,750
| New | +$268K | 0.23% | 98 |
|