Thomas Story & Son’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,910
| Closed | -$1.3M | – | 51 |
|
|
2014
Q4 | $1.3M | Hold |
13,910
| – | – | 0.78% | 32 |
|
|
2014
Q3 | $1.32M | Hold |
13,910
| – | – | 0.82% | 33 |
|
|
2014
Q2 | $1.4M | Sell |
13,910
-2,354
| -14% | -$237K | 0.86% | 33 |
|
|
2014
Q1 | $1.59M | Hold |
16,264
| – | – | 0.87% | 35 |
|
|
2013
Q4 | $1.58M | Sell |
16,264
-140
| -0.9% | -$13.6K | 0.87% | 32 |
|
|
2013
Q3 | $1.58M | Hold |
16,404
| – | – | 0.98% | 29 |
|
|
2013
Q2 | $1.62M | Buy |
+16,404
| New | +$1.62M | 1.01% | 31 |
|