SWA
Sutton Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.27M | Sell |
12,428
-125
| -1% | -$32.9K | 1.61% | 15 |
|
|
2023
Q2 | $3.75M | Sell |
12,553
-999
| -7% | -$298K | 1.82% | 14 |
|
|
2023
Q1 | $3.79M | Sell |
13,552
-994
| -7% | -$278K | 2.02% | 13 |
|
|
2022
Q4 | $3.83M | Sell |
14,546
-302
| -2% | -$79.6K | 1.46% | 16 |
|
|
2022
Q3 | $3.43M | Buy |
14,848
+272
| +2% | +$62.8K | 1.4% | 15 |
|
|
2022
Q2 | $3.6M | Buy |
14,576
+37
| +0.3% | +$9.14K | 1.43% | 15 |
|
|
2022
Q1 | $3.6M | Sell |
14,539
-1,151
| -7% | -$285K | 1.24% | 16 |
|
|
2021
Q4 | $4.21M | Sell |
15,690
-116
| -0.7% | -$31.1K | 1.4% | 15 |
|
|
2021
Q3 | $3.81M | Buy |
15,806
+11
| +0.1% | +$2.65K | 1.41% | 14 |
|
|
2021
Q2 | $3.65M | Sell |
15,795
-147
| -0.9% | -$34K | 1.33% | 15 |
|
|
2021
Q1 | $3.57M | Buy |
15,942
+24
| +0.2% | +$5.38K | 1.41% | 15 |
|
|
2020
Q4 | $3.42M | Sell |
15,918
-29
| -0.2% | -$6.22K | 1.45% | 15 |
|
|
2020
Q3 | $3.5M | Sell |
15,947
-1,067
| -6% | -$234K | 1.69% | 13 |
|
|
2020
Q2 | $3.14M | Sell |
17,014
-198
| -1% | -$36.5K | 1.64% | 14 |
|
|
2020
Q1 | $2.85M | Sell |
17,212
-87
| -0.5% | -$14.4K | 1.79% | 14 |
|
|
2019
Q4 | $3.42M | Sell |
17,299
-5
| -0% | -$988 | 1.75% | 12 |
|
|
2019
Q3 | $3.72M | Buy |
17,304
+13
| +0.1% | +$2.79K | 2.07% | 9 |
|
|
2019
Q2 | $3.59M | Buy |
17,291
+6
| +0% | +$1.25K | 2.06% | 9 |
|
|
2019
Q1 | $3.28M | Sell |
17,285
-568
| -3% | -$108K | 1.92% | 10 |
|
|
2018
Q4 | $3.17M | Buy |
17,853
+13,045
| +271% | +$2.32M | 2.04% | 10 |
|
|
2018
Q3 | $804K | Sell |
4,808
-331
| -6% | -$55.4K | 0.53% | 28 |
|
|
2018
Q2 | $805K | Buy |
5,139
+55
| +1% | +$8.62K | 0.56% | 27 |
|
|
2018
Q1 | $795K | Buy |
5,084
+600
| +13% | +$93.8K | 0.57% | 26 |
|
|
2017
Q4 | $772K | Sell |
4,484
-2
| -0% | -$344 | 0.57% | 27 |
|
|
2017
Q3 | $703K | Sell |
4,486
-43
| -0.9% | -$6.74K | 0.54% | 31 |
|
|
2017
Q2 | $694K | Buy |
4,529
+962
| +27% | +$147K | 0.55% | 29 |
|
|
2017
Q1 | $462K | Hold |
3,567
| – | – | 0.39% | 47 |
|
|
2016
Q4 | $434K | Hold |
3,567
| – | – | 0.39% | 45 |
|
|
2016
Q3 | $411K | Sell |
3,567
-318
| -8% | -$36.7K | 0.38% | 50 |
|
|
2016
Q2 | $468K | Sell |
3,885
-133
| -3% | -$16K | 0.44% | 42 |
|
|
2016
Q1 | $505K | Buy |
+4,018
| New | +$505K | 0.48% | 37 |
|