Truepoint Inc’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,787
| Closed | -$530K | – | 193 |
|
|
2023
Q4 | $530K | Sell |
1,787
-640
| -26% | -$190K | 0.02% | 123 |
|
|
2023
Q3 | $639K | Buy |
2,427
+1,475
| +155% | +$389K | 0.02% | 104 |
|
|
2023
Q2 | $284K | Buy |
952
+5
| +0.5% | +$1.49K | 0.01% | 126 |
|
|
2023
Q1 | $265K | Buy |
+947
| New | +$265K | 0.01% | 123 |
|
|
2022
Q1 | – | Sell |
-918
| Closed | -$246K | – | 144 |
|
|
2021
Q4 | $246K | Buy |
+918
| New | +$246K | 0.01% | 123 |
|
|
2019
Q1 | – | Sell |
-1,270
| Closed | -$225K | – | 113 |
|
|
2018
Q4 | $225K | Buy |
1,270
+4
| +0.3% | +$709 | 0.02% | 93 |
|
|
2018
Q3 | $212K | Sell |
1,266
-256
| -17% | -$42.9K | 0.02% | 101 |
|
|
2018
Q2 | $238K | Buy |
1,522
+1,315
| +635% | +$206K | 0.02% | 98 |
|
|
2018
Q1 | $1.32K | Buy |
+207
| New | +$1.32K | 0.01% | 97 |
|
|
2017
Q4 | – | Sell |
-1,002
| Closed | -$157K | – | 103 |
|
|
2017
Q3 | $157K | Sell |
1,002
-341
| -25% | -$53.4K | 0.02% | 94 |
|
|
2017
Q2 | $210K | Buy |
+1,343
| New | +$210K | 0.02% | 97 |
|
|
2015
Q4 | – | Sell |
-2,047
| Closed | -$202K | – | 74 |
|
|
2015
Q3 | $202K | Buy |
+2,047
| New | +$202K | 0.03% | 57 |
|