WealthOne’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 | $223K | Sell |
846
-107
| -11% | -$28.2K | 0.09% | 73 |
|
|
2023
Q2 | $284K | Sell |
953
-48
| -5% | -$14.3K | 0.1% | 84 |
|
|
2023
Q1 | $280K | Buy |
1,001
+19
| +2% | +$5.31K | 0.11% | 85 |
|
|
2022
Q4 | $259K | Sell |
982
-59
| -6% | -$15.5K | 0.1% | 94 |
|
|
2022
Q3 | $240K | Sell |
1,041
-49
| -4% | -$11.3K | 0.1% | 93 |
|
|
2022
Q2 | $269K | Sell |
1,090
-76
| -7% | -$18.8K | 0.11% | 92 |
|
|
2022
Q1 | $288K | Buy |
1,166
+59
| +5% | +$14.6K | 0.1% | 95 |
|
|
2021
Q4 | $297K | Sell |
1,107
-93
| -8% | -$25K | 0.1% | 88 |
|
|
2021
Q3 | $289K | Sell |
1,200
-94
| -7% | -$22.6K | 0.11% | 107 |
|
|
2021
Q2 | $299K | Sell |
1,294
-193
| -13% | -$44.6K | 0.12% | 100 |
|
|
2021
Q1 | $333K | Sell |
1,487
-167
| -10% | -$37.4K | 0.14% | 93 |
|
|
2020
Q4 | $355K | Buy |
1,654
+5
| +0.3% | +$1.07K | 0.17% | 74 |
|
|
2020
Q3 | $362K | Buy |
1,649
+53
| +3% | +$11.6K | 0.2% | 67 |
|
|
2020
Q2 | $294K | Buy |
1,596
+291
| +22% | +$53.6K | 0.18% | 74 |
|
|
2020
Q1 | $216K | Sell |
1,305
-359
| -22% | -$59.4K | 0.17% | 80 |
|
|
2019
Q4 | $329K | Buy |
1,664
+35
| +2% | +$6.92K | 0.2% | 65 |
|
|
2019
Q3 | $350K | Sell |
1,629
-121
| -7% | -$26K | 0.25% | 60 |
|
|
2019
Q2 | $363K | Buy |
1,750
+53
| +3% | +$11K | 0.26% | 62 |
|
|
2019
Q1 | $322K | Sell |
1,697
-92
| -5% | -$17.5K | 0.36% | 52 |
|
|
2018
Q4 | $318K | Buy |
+1,789
| New | +$318K | 0.28% | 52 |
|