UCMOK
United Capital Management of KS’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,358
| Closed | -$4.39M | – | 97 |
|
|
2021
Q4 | $4.39M | Buy |
16,358
+935
| +6% | +$251K | 1.64% | 20 |
|
|
2021
Q3 | $3.72M | Buy |
15,423
+1,044
| +7% | +$252K | 1.52% | 26 |
|
|
2021
Q2 | $3.32M | Buy |
14,379
+1,018
| +8% | +$235K | 1.36% | 30 |
|
|
2021
Q1 | $3M | Buy |
13,361
+754
| +6% | +$169K | 1.38% | 31 |
|
|
2020
Q4 | $2.71M | Buy |
12,607
+81
| +0.6% | +$17.4K | 1.24% | 32 |
|
|
2020
Q3 | $2.75M | Buy |
12,526
+730
| +6% | +$160K | 1.44% | 26 |
|
|
2020
Q2 | $2.18M | Buy |
11,796
+447
| +4% | +$82.5K | 1.27% | 32 |
|
|
2020
Q1 | $1.88M | Buy |
11,349
+1,617
| +17% | +$267K | 1.58% | 25 |
|
|
2019
Q4 | $1.92M | Sell |
9,732
-578
| -6% | -$114K | 1.22% | 29 |
|
|
2019
Q3 | $2.19M | Buy |
10,310
+171
| +2% | +$36.2K | 1.6% | 17 |
|
|
2019
Q2 | $2.09M | Buy |
10,139
+168
| +2% | +$34.7K | 1.58% | 16 |
|
|
2019
Q1 | $1.97M | Buy |
9,971
+16
| +0.2% | +$3.16K | 1.54% | 19 |
|
|
2018
Q4 | $1.77M | Sell |
9,955
-102
| -1% | -$18.1K | 1.64% | 16 |
|
|
2018
Q3 | $1.6M | Buy |
+10,057
| New | +$1.6M | 1.29% | 23 |
|