Wealthspire Advisors (Maryland)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.35M | Buy |
10,683
+296
| +3% | +$65K | 0.08% | 111 |
|
|
2020
Q2 | $1.92M | Buy |
10,387
+94
| +0.9% | +$17.3K | 0.14% | 99 |
|
|
2020
Q1 | $1.7M | Sell |
10,293
-1,031
| -9% | -$170K | 0.15% | 94 |
|
|
2019
Q4 | $2.24M | Buy |
11,324
+98
| +0.9% | +$19.4K | 0.15% | 91 |
|
|
2019
Q3 | $2.41M | Sell |
11,226
-329
| -3% | -$70.6K | 0.18% | 82 |
|
|
2019
Q2 | $2.4M | Buy |
11,555
+133
| +1% | +$27.6K | 0.18% | 84 |
|
|
2019
Q1 | $2.17M | Sell |
11,422
-160
| -1% | -$30.4K | 0.16% | 86 |
|
|
2018
Q4 | $2.06M | Sell |
11,582
-378
| -3% | -$67.1K | 0.18% | 78 |
|
|
2018
Q3 | $2M | Sell |
11,960
-605
| -5% | -$101K | 0.16% | 83 |
|
|
2018
Q2 | $1.97M | Sell |
12,565
-45
| -0.4% | -$7.05K | 0.18% | 79 |
|
|
2018
Q1 | $1.97M | Buy |
12,610
+503
| +4% | +$78.7K | 0.19% | 79 |
|
|
2017
Q4 | $2.08M | Buy |
12,107
+11
| +0.1% | +$1.89K | 0.2% | 79 |
|
|
2017
Q3 | $1.9M | Sell |
12,096
-733
| -6% | -$115K | 0.21% | 77 |
|
|
2017
Q2 | $1.97M | Buy |
12,829
+3,290
| +34% | +$504K | 0.23% | 70 |
|
|
2017
Q1 | $1.24M | Buy |
9,539
+26
| +0.3% | +$3.37K | 0.18% | 90 |
|
|
2016
Q4 | $1.16M | Sell |
9,513
-1,426
| -13% | -$174K | 0.17% | 89 |
|
|
2016
Q3 | $1.26M | Sell |
10,939
-73
| -0.7% | -$8.42K | 0.2% | 82 |
|
|
2016
Q2 | $1.33M | Sell |
11,012
-1,625
| -13% | -$196K | 0.22% | 74 |
|
|
2016
Q1 | $1.59M | Sell |
12,637
-2,160
| -15% | -$271K | 0.28% | 61 |
|
|
2015
Q4 | $1.75M | Buy |
+14,797
| New | +$1.75M | 0.33% | 56 |
|