Telemus Capital’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$9.08M Buy
30,615
+1,885
+7% +$559K 0.75% 34
2023
Q3
$7.57M Sell
28,730
-1,447
-5% -$381K 0.7% 35
2023
Q2
$9.01M Sell
30,177
-140
-0.5% -$41.8K 0.76% 34
2023
Q1
$8.48M Sell
30,317
-770
-2% -$215K 0.75% 33
2022
Q4
$8.38M Sell
31,087
-103
-0.3% -$27.8K 0.76% 32
2022
Q3
$7.2M Sell
31,190
-382
-1% -$88.1K 0.74% 34
2022
Q2
$7.79M Sell
31,572
-721
-2% -$178K 0.76% 33
2022
Q1
$7.99M Sell
32,293
-241
-0.7% -$59.6K 0.7% 43
2021
Q4
$8.72M Buy
32,534
+158
+0.5% +$42.4K 0.7% 39
2021
Q3
$7.81M Buy
32,376
+642
+2% +$155K 0.66% 40
2021
Q2
$7.33M Buy
31,734
+17,634
+125% +$4.07M 0.53% 49
2021
Q1
$3.23M Sell
14,100
-371
-3% -$84.9K 0.22% 92
2020
Q4
$3.11M Buy
14,471
+20
+0.1% +$4.29K 0.23% 83
2020
Q3
$3.32M Sell
14,451
-157
-1% -$36K 0.24% 82
2020
Q2
$2.7M Sell
14,608
-184
-1% -$34K 0.21% 90
2020
Q1
$2.76M Sell
14,792
-52
-0.4% -$9.69K 0.23% 87
2019
Q4
$2.93M Sell
14,844
-616
-4% -$122K 0.23% 90
2019
Q3
$3.32M Buy
15,460
+527
+4% +$113K 0.27% 84
2019
Q2
$3.14M Sell
14,933
-10,763
-42% -$2.27M 0.28% 85
2019
Q1
$4.88M Sell
25,696
-569
-2% -$108K 0.37% 63
2018
Q4
$4.66M Buy
26,265
+399
+2% +$70.9K 0.38% 64
2018
Q3
$4.33M Sell
25,866
-393
-1% -$65.7K 0.32% 64
2018
Q2
$4.11M Sell
26,259
-159
-0.6% -$24.9K 0.32% 67
2018
Q1
$4.13M Sell
26,418
-401
-1% -$62.7K 0.33% 68
2017
Q4
$4.62M Buy
26,819
+21,718
+426% +$3.74M 0.36% 62
2017
Q3
$799K Sell
5,101
-10,647
-68% -$1.67M 0.09% 157
2017
Q2
$2.41M Buy
15,748
+42
+0.3% +$6.43K 0.24% 76
2017
Q1
$2.04M Buy
15,706
+10,764
+218% +$1.4M 0.21% 78
2016
Q4
$602K Sell
4,942
-10,545
-68% -$1.28M 0.08% 177
2016
Q3
$1.79M Sell
15,487
-396
-2% -$45.7K 0.2% 96
2016
Q2
$1.91M Buy
15,883
+9,951
+168% +$1.2M 0.24% 90
2016
Q1
$745K Buy
+5,932
New +$745K 0.12% 153
2015
Q1
Sell
-2,846
Closed -$267K 140
2014
Q4
$267K Sell
2,846
-300
-10% -$28.1K 0.06% 114
2014
Q3
$298K Sell
3,146
-9,501
-75% -$900K 0.08% 100
2014
Q2
$1.27M Sell
12,647
-590
-4% -$59.4K 0.33% 63
2014
Q1
$1.3M Sell
13,237
-401
-3% -$39.3K 0.36% 60
2013
Q4
$1.32M Sell
13,638
-13,186
-49% -$1.28M 0.38% 58
2013
Q3
$2.58M Buy
+26,824
New +$2.58M 0.76% 27