Thompson Davis & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $23K | Buy |
139
+1
| +0.7% | +$165 | 0.05% | 306 |
|
|
2018
Q2 | $22K | Hold |
138
| – | – | 0.05% | 299 |
|
|
2018
Q1 | $22K | Buy |
138
+36
| +35% | +$5.74K | 0.06% | 278 |
|
|
2017
Q4 | $18K | Buy |
102
+1
| +1% | +$176 | 0.04% | 335 |
|
|
2017
Q3 | $16K | Buy |
101
+26
| +35% | +$4.12K | 0.03% | 546 |
|
|
2017
Q2 | $11K | Sell |
75
-2,901
| -97% | -$425K | 0.02% | 632 |
|
|
2017
Q1 | $386K | Buy |
2,976
+2,922
| +5,411% | +$379K | 0.55% | 49 |
|
|
2016
Q4 | $7K | Buy |
54
+1
| +2% | +$130 | 0.01% | 784 |
|
|
2016
Q3 | $6K | Sell |
53
-154
| -74% | -$17.4K | 0.01% | 799 |
|
|
2016
Q2 | $25K | Sell |
207
-158
| -43% | -$19.1K | 0.04% | 398 |
|
|
2016
Q1 | $46K | Buy |
365
+73
| +25% | +$9.2K | 0.07% | 258 |
|
|
2015
Q4 | $35K | Buy |
292
+240
| +462% | +$28.8K | 0.05% | 323 |
|
|
2015
Q3 | $5K | Sell |
52
-1,069
| -95% | -$103K | 0.01% | 838 |
|
|
2015
Q2 | $107K | Hold |
1,121
| – | – | 0.12% | 188 |
|
|
2015
Q1 | $109K | Buy |
1,121
+1,071
| +2,142% | +$104K | 0.13% | 170 |
|
|
2014
Q4 | $5K | Sell |
50
-254
| -84% | -$25.4K | 0.01% | 932 |
|
|
2014
Q3 | $29K | Buy |
304
+2
| +0.7% | +$191 | 0.04% | 383 |
|
|
2014
Q2 | $30K | Buy |
302
+2
| +0.7% | +$199 | 0.04% | 324 |
|
|
2014
Q1 | $29K | Hold |
300
| – | – | 0.05% | 333 |
|
|
2013
Q4 | $29K | Buy |
+300
| New | +$29K | 0.04% | 300 |
|