Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Hold |
835
| – | – | 0.1% | 64 |
|
|
2023
Q2 | $247K | Hold |
835
| – | – | 0.11% | 61 |
|
|
2023
Q1 | $238K | Hold |
835
| – | – | 0.11% | 60 |
|
|
2022
Q4 | $220K | Buy |
+835
| New | +$220K | 0.12% | 59 |
|
|
2022
Q3 | – | Sell |
-885
| Closed | -$218K | – | 57 |
|
|
2022
Q2 | $218K | Sell |
885
-65
| -7% | -$16K | 0.11% | 52 |
|
|
2022
Q1 | $235K | Sell |
950
-10
| -1% | -$2.47K | 0.09% | 60 |
|
|
2021
Q4 | $257K | Hold |
960
| – | – | 0.09% | 55 |
|
|
2021
Q3 | $233K | Hold |
960
| – | – | 0.09% | 58 |
|
|
2021
Q2 | $232K | Hold |
960
| – | – | 0.08% | 60 |
|
|
2021
Q1 | $224K | Hold |
960
| – | – | 0.09% | 61 |
|
|
2020
Q4 | $206K | Hold |
960
| – | – | 0.09% | 53 |
|
|
2020
Q3 | $217K | Hold |
960
| – | – | 0.1% | 54 |
|
|
2020
Q2 | $181K | Sell |
960
-14
| -1% | -$2.64K | 0.1% | 53 |
|
|
2020
Q1 | $175K | Hold |
974
| – | – | 0.12% | 52 |
|
|
2019
Q4 | $211K | Buy |
+974
| New | +$211K | 0.12% | 56 |
|