VIA
Virtus Investment Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-441
| Closed | -$131K | – | 369 |
|
|
2023
Q4 | $131K | Hold |
441
| – | – | 0.1% | 225 |
|
|
2023
Q3 | $116K | Sell |
441
-51
| -10% | -$13.4K | 0.08% | 215 |
|
|
2023
Q2 | $147K | Hold |
492
| – | – | 0.1% | 215 |
|
|
2023
Q1 | $138K | Hold |
492
| – | – | 0.1% | 226 |
|
|
2022
Q4 | $130K | Hold |
492
| – | – | 0.09% | 251 |
|
|
2022
Q3 | $114K | Buy |
+492
| New | +$114K | 0.05% | 275 |
|
|
2018
Q1 | – | Sell |
-42,614
| Closed | -$7.34M | – | 275 |
|
|
2017
Q4 | $7.34M | Sell |
42,614
-4,628
| -10% | -$797K | 0.8% | 29 |
|
|
2017
Q3 | $7.4M | Sell |
47,242
-3,760
| -7% | -$589K | 0.78% | 30 |
|
|
2017
Q2 | $7.81M | Sell |
51,002
-11,452
| -18% | -$1.75M | 0.76% | 31 |
|
|
2017
Q1 | $8.1M | Sell |
62,454
-11,369
| -15% | -$1.47M | 0.72% | 32 |
|
|
2016
Q4 | $8.99M | Sell |
73,823
-4,475
| -6% | -$545K | 0.69% | 32 |
|
|
2016
Q3 | $9.03M | Buy |
+78,298
| New | +$9.03M | 0.58% | 40 |
|