USCA RIA’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$9.45M Sell
40,890
-190
-0.5% -$43.9K 0.57% 37
2021
Q1
$9.21M Buy
41,080
+12,579
+44% +$2.82M 0.61% 38
2020
Q4
$6.12M Sell
28,501
-414
-1% -$88.8K 0.43% 50
2020
Q3
$6.35M Sell
28,915
-653
-2% -$143K 0.5% 46
2020
Q2
$5.45M Buy
29,568
+2,007
+7% +$370K 0.48% 48
2020
Q1
$4.56M Buy
27,561
+3,663
+15% +$606K 0.53% 47
2019
Q4
$4.72M Buy
23,898
+5,952
+33% +$1.18M 0.42% 70
2019
Q3
$3.85M Buy
17,946
+1,334
+8% +$286K 0.38% 77
2019
Q2
$3.45M Sell
16,612
-3,213
-16% -$667K 0.35% 87
2019
Q1
$3.77M Buy
19,825
+610
+3% +$116K 0.41% 80
2018
Q4
$3.41M Buy
19,215
+1,421
+8% +$252K 0.45% 63
2018
Q3
$2.98M Buy
17,794
+1,486
+9% +$249K 0.3% 103
2018
Q2
$2.56M Buy
16,308
+415
+3% +$65K 0.27% 117
2018
Q1
$2.49M Sell
15,893
-1,078
-6% -$169K 0.27% 117
2017
Q4
$2.92M Sell
16,971
-11,219
-40% -$1.93M 0.32% 97
2017
Q3
$4.32M Hold
28,190
0.56% 49
2017
Q2
$4.32M Sell
28,190
-28,796
-51% -$4.41M 0.55% 50
2017
Q1
$7.39M Buy
56,986
+17,678
+45% +$2.29M 1.08% 13
2016
Q4
$4.79M Sell
39,308
-463
-1% -$56.4K 0.74% 30
2016
Q3
$4.59M Buy
39,771
+20,764
+109% +$2.4M 0.76% 24
2016
Q2
$2.29M Buy
19,007
+1,043
+6% +$125K 0.38% 69
2016
Q1
$2.26M Sell
17,964
-20,952
-54% -$2.63M 0.41% 68
2015
Q4
$4.6M Sell
38,916
-13,391
-26% -$1.58M 0.99% 24
2015
Q3
$5.15M Buy
52,307
+16,834
+47% +$1.66M 1.29% 12
2015
Q2
$3.37M Buy
35,473
+364
+1% +$34.6K 0.89% 27
2015
Q1
$3.42M Buy
35,109
+7,840
+29% +$764K 0.92% 27
2014
Q4
$2.56M Buy
27,269
+5,320
+24% +$498K 0.71% 36
2014
Q3
$2.08M Buy
21,949
+211
+1% +$20K 0.63% 38
2014
Q2
$2.19M Sell
21,738
-170
-0.8% -$17.1K 0.73% 31
2014
Q1
$2.15M Buy
21,908
+2,971
+16% +$291K 0.77% 31
2013
Q4
$1.84M Sell
18,937
-4,801
-20% -$466K 0.73% 29
2013
Q3
$2.28M Buy
23,738
+4,455
+23% +$429K 1.04% 19
2013
Q2
$1.91M Buy
+19,283
New +$1.91M 0.96% 21