VFAM
Valley Forge Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $477K | Hold |
4,040
| – | – | 0.07% | 74 |
|
|
2015
Q3 | $398K | Sell |
4,040
-50
| -1% | -$4.93K | 0.06% | 77 |
|
|
2015
Q2 | $389K | Hold |
4,090
| – | – | 0.05% | 82 |
|
|
2015
Q1 | $399K | Sell |
4,090
-118,860
| -97% | -$11.6M | 0.05% | 78 |
|
|
2014
Q4 | $11.5M | Buy |
122,950
+6,390
| +5% | +$599K | 1.37% | 40 |
|
|
2014
Q3 | $11.1M | Buy |
116,560
+112,426
| +2,720% | +$10.7M | 1.35% | 42 |
|
|
2014
Q2 | $416K | Sell |
4,134
-219
| -5% | -$22K | 0.04% | 73 |
|
|
2014
Q1 | $427K | Hold |
4,353
| – | – | 0.05% | 71 |
|
|
2013
Q4 | $422K | Hold |
4,353
| – | – | 0.04% | 73 |
|
|
2013
Q3 | $419K | Buy |
4,353
+44
| +1% | +$4.24K | 0.03% | 70 |
|
|
2013
Q2 | $427K | Buy |
+4,309
| New | +$427K | 0.03% | 70 |
|