Surevest’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.68M | Sell |
15,941
-8
| -0.1% | -$1.85K | 1% | 34 |
|
|
2022
Q2 | $3.94M | Buy |
15,949
+718
| +5% | +$177K | 1.03% | 36 |
|
|
2022
Q1 | $3.77M | Sell |
15,231
-4,362
| -22% | -$1.08M | 0.91% | 44 |
|
|
2021
Q4 | $5.25M | Sell |
19,593
-358
| -2% | -$96K | 1.24% | 27 |
|
|
2021
Q3 | $4.81M | Buy |
19,951
+1,002
| +5% | +$242K | 1.22% | 29 |
|
|
2021
Q2 | $4.38M | Sell |
18,949
-175
| -0.9% | -$40.4K | 1.14% | 45 |
|
|
2021
Q1 | $4.29M | Buy |
19,124
+786
| +4% | +$176K | 1.3% | 42 |
|
|
2020
Q4 | $3.94M | Buy |
18,338
+1,365
| +8% | +$293K | 1.31% | 40 |
|
|
2020
Q3 | $3.73M | Buy |
16,973
+921
| +6% | +$202K | 1.46% | 24 |
|
|
2020
Q2 | $2.96M | Buy |
16,052
+1,805
| +13% | +$333K | 1.31% | 42 |
|
|
2020
Q1 | $2.36M | Buy |
14,247
+4,490
| +46% | +$743K | 1.28% | 42 |
|
|
2019
Q4 | $1.93M | Buy |
9,757
+1,475
| +18% | +$291K | 0.82% | 61 |
|
|
2019
Q3 | $1.78M | Buy |
8,282
+1,916
| +30% | +$411K | 0.87% | 39 |
|
|
2019
Q2 | $1.32M | Buy |
6,366
+2,797
| +78% | +$581K | 0.69% | 54 |
|
|
2019
Q1 | $678K | Buy |
3,569
+1,740
| +95% | +$331K | 0.42% | 75 |
|
|
2018
Q4 | $325K | Buy |
+1,829
| New | +$325K | 0.26% | 76 |
|