Warther Private Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,756
| Closed | -$463K | – | 54 |
|
|
2023
Q3 | $463K | Sell |
1,756
-9
| -0.5% | -$2.37K | 0.31% | 46 |
|
|
2023
Q2 | $527K | Sell |
1,765
-238
| -12% | -$71K | 0.36% | 47 |
|
|
2023
Q1 | $560K | Sell |
2,003
-871
| -30% | -$243K | 0.43% | 45 |
|
|
2022
Q4 | $757K | Sell |
2,874
-259
| -8% | -$68.2K | 0.57% | 46 |
|
|
2022
Q3 | $723K | Sell |
3,133
-464
| -13% | -$107K | 0.57% | 45 |
|
|
2022
Q2 | $910K | Sell |
3,597
-165
| -4% | -$41.7K | 0.67% | 49 |
|
|
2022
Q1 | $938K | Sell |
3,762
-105
| -3% | -$26.2K | 0.61% | 45 |
|
|
2021
Q4 | $1.04M | Buy |
3,867
+8
| +0.2% | +$2.15K | 0.77% | 34 |
|
|
2021
Q3 | $938K | Buy |
3,859
+8
| +0.2% | +$1.95K | 0.84% | 33 |
|
|
2021
Q2 | $895K | Buy |
+3,851
| New | +$895K | 0.87% | 35 |
|