TKG Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,159
| Closed | -$295K | – | 106 |
|
|
2024
Q2 | $295K | Buy |
1,159
+13
| +1% | +$3.31K | 0.16% | 80 |
|
|
2024
Q1 | $323K | Sell |
1,146
-18
| -2% | -$5.08K | 0.18% | 79 |
|
|
2023
Q4 | $345K | Sell |
1,164
-28
| -2% | -$8.3K | 0.21% | 70 |
|
|
2023
Q3 | $314K | Sell |
1,192
-862
| -42% | -$227K | 0.21% | 76 |
|
|
2023
Q2 | $613K | Sell |
2,054
-808
| -28% | -$241K | 0.4% | 52 |
|
|
2023
Q1 | $800K | Sell |
2,862
-194
| -6% | -$54.2K | 0.5% | 45 |
|
|
2022
Q4 | $805K | Sell |
3,056
-1,225
| -29% | -$323K | 0.53% | 45 |
|
|
2022
Q3 | $988K | Sell |
4,281
-144
| -3% | -$33.2K | 0.78% | 35 |
|
|
2022
Q2 | $1.09M | Sell |
4,425
-812
| -16% | -$200K | 0.94% | 34 |
|
|
2022
Q1 | $1.3M | Buy |
5,237
+227
| +5% | +$56.1K | 1.04% | 31 |
|
|
2021
Q4 | $1.34M | Buy |
+5,010
| New | +$1.34M | 1.06% | 38 |
|