Summit Financial Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $725K | Hold |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $835K | Hold |
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|
2023
Q1 | $782K | Sell |
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|
2022
Q4 | $743K | Hold |
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|
2022
Q3 | $651K | Sell |
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|
2022
Q2 | $749K | Hold |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $840K | Buy |
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|
2021
Q3 | $718K | Hold |
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|
2021
Q2 | $689K | Buy |
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|
2021
Q1 | $649K | Hold |
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|
2020
Q4 | $622K | Hold |
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|
2020
Q3 | $636K | Hold |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | $466K | Hold |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $627K | Buy |
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|
2019
Q2 | $586K | Sell |
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|
2019
Q1 | $546K | Hold |
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|
2018
Q4 | $510K | Hold |
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|
2018
Q3 | $481K | Hold |
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|
2018
Q2 | $450K | Hold |
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|
2018
Q1 | $449K | Buy |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q3 | $283K | Buy |
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|
2017
Q2 | $268K | Buy |
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