Vantage Financial Partners (Illinois)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $452K | Buy |
1,775
+50
| +3% | +$12.7K | 0.11% | 79 |
|
|
2024
Q1 | $486K | Buy |
1,725
+225
| +15% | +$63.4K | 0.13% | 75 |
|
|
2023
Q4 | $445K | Sell |
1,500
-75
| -5% | -$22.2K | 0.14% | 76 |
|
|
2023
Q3 | $415K | Sell |
1,575
-50
| -3% | -$13.2K | 0.24% | 66 |
|
|
2023
Q2 | $485K | Sell |
1,625
-150
| -8% | -$44.8K | 0.27% | 58 |
|
|
2023
Q1 | $496K | Hold |
1,775
| – | – | 0.29% | 56 |
|
|
2022
Q4 | $468K | Sell |
1,775
-25
| -1% | -$6.59K | 0.27% | 63 |
|
|
2022
Q3 | $415K | Buy |
1,800
+100
| +6% | +$23.1K | 0.27% | 56 |
|
|
2022
Q2 | $420K | Hold |
1,700
| – | – | 0.25% | 63 |
|
|
2022
Q1 | $420K | Buy |
1,700
+250
| +17% | +$61.8K | 0.22% | 62 |
|
|
2021
Q4 | $389K | Buy |
1,450
+250
| +21% | +$67.1K | 0.2% | 62 |
|
|
2021
Q3 | $289K | Hold |
1,200
| – | – | 0.15% | 72 |
|
|
2021
Q2 | $277K | Hold |
1,200
| – | – | 0.15% | 73 |
|
|
2021
Q1 | $269K | Hold |
1,200
| – | – | 0.15% | 69 |
|
|
2020
Q4 | $257K | Buy |
1,200
+250
| +26% | +$53.5K | 0.15% | 67 |
|
|
2020
Q3 | $209K | Buy |
+950
| New | +$209K | 0.13% | 74 |
|
|
2018
Q3 | – | Sell |
-2,097
| Closed | -$329K | – | 84 |
|
|
2018
Q2 | $329K | Hold |
2,097
| – | – | 0.22% | 63 |
|
|
2018
Q1 | $328K | Hold |
2,097
| – | – | 0.22% | 56 |
|
|
2017
Q4 | $361K | Hold |
2,097
| – | – | 0.24% | 54 |
|
|
2017
Q3 | $329K | Hold |
2,097
| – | – | 0.23% | 51 |
|
|
2017
Q2 | $322K | Buy |
+2,097
| New | +$322K | 0.23% | 50 |
|
|
2017
Q1 | – | Sell |
-3,197
| Closed | -$389K | – | 64 |
|
|
2016
Q4 | $389K | Buy |
+3,197
| New | +$389K | 0.35% | 29 |
|