Vista Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-851
| Closed | -$238K | – | 165 |
|
|
2023
Q1 | $238K | Sell |
851
-4
| -0.5% | -$1.12K | 0.13% | 149 |
|
|
2022
Q4 | $225K | Sell |
855
-26
| -3% | -$6.85K | 0.13% | 144 |
|
|
2022
Q3 | $203K | Sell |
881
-3
| -0.3% | -$691 | 0.13% | 151 |
|
|
2022
Q2 | $218K | Sell |
884
-24
| -3% | -$5.92K | 0.13% | 152 |
|
|
2022
Q1 | $225K | Sell |
908
-40
| -4% | -$9.91K | 0.12% | 152 |
|
|
2021
Q4 | $254K | Buy |
+948
| New | +$254K | 0.14% | 142 |
|