TrinityPoint Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.47M | Sell |
8,531
-10
| -0.1% | -$2.9K | 0.35% | 69 |
|
|
2024
Q3 | $2.6M | Sell |
8,541
-5
| -0.1% | -$1.52K | 0.37% | 70 |
|
|
2024
Q2 | $2.18M | Buy |
8,546
+16
| +0.2% | +$4.08K | 0.34% | 75 |
|
|
2024
Q1 | $2.41M | Sell |
8,530
-288
| -3% | -$81.2K | 0.4% | 65 |
|
|
2023
Q4 | $2.61M | Sell |
8,818
-163
| -2% | -$48.3K | 0.47% | 54 |
|
|
2023
Q3 | $2.37M | Sell |
8,981
-18
| -0.2% | -$4.74K | 0.47% | 56 |
|
|
2023
Q2 | $2.69M | Buy |
8,999
+268
| +3% | +$80K | 0.52% | 50 |
|
|
2023
Q1 | $2.44M | Buy |
8,731
+15
| +0.2% | +$4.19K | 0.52% | 49 |
|
|
2022
Q4 | $2.3M | Sell |
8,716
-132
| -1% | -$34.8K | 0.52% | 52 |
|
|
2022
Q3 | $2.04M | Buy |
8,848
+128
| +1% | +$29.5K | 0.47% | 55 |
|
|
2022
Q2 | $2.15M | Sell |
8,720
-151
| -2% | -$37.3K | 0.48% | 60 |
|
|
2022
Q1 | $2.19M | Buy |
8,871
+4,105
| +86% | +$1.02M | 0.4% | 61 |
|
|
2021
Q4 | $1.28M | Buy |
4,766
+37
| +0.8% | +$9.92K | 0.23% | 94 |
|
|
2021
Q3 | $1.14M | Buy |
4,729
+78
| +2% | +$18.8K | 0.22% | 97 |
|
|
2021
Q2 | $1.07M | Buy |
4,651
+61
| +1% | +$14.1K | 0.22% | 98 |
|
|
2021
Q1 | $1.03M | Buy |
4,590
+4
| +0.1% | +$897 | 0.24% | 97 |
|
|
2020
Q4 | $988K | Buy |
4,586
+49
| +1% | +$10.6K | 0.24% | 94 |
|
|
2020
Q3 | $996K | Buy |
4,537
+85
| +2% | +$18.7K | 0.28% | 88 |
|
|
2020
Q2 | $821K | Buy |
4,452
+71
| +2% | +$13.1K | 0.26% | 95 |
|
|
2020
Q1 | $724K | Buy |
4,381
+356
| +9% | +$58.8K | 0.29% | 96 |
|
|
2019
Q4 | $795K | Buy |
4,025
+44
| +1% | +$8.69K | 0.27% | 96 |
|
|
2019
Q3 | $751K | Buy |
3,981
+350
| +10% | +$66K | 0.26% | 104 |
|
|
2019
Q2 | $773K | Buy |
3,631
+54
| +2% | +$11.5K | 0.37% | 71 |
|
|
2019
Q1 | $679K | Buy |
3,577
+216
| +6% | +$41K | 0.33% | 83 |
|
|
2018
Q4 | $597K | Buy |
+3,361
| New | +$597K | 0.37% | 74 |
|