Weld Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-949
| Closed | -$219K | – | 114 |
|
|
2021
Q2 | $219K | Sell |
949
-2,000
| -68% | -$462K | 0.22% | 194 |
|
|
2021
Q1 | $661K | Sell |
2,949
-622
| -17% | -$139K | 0.28% | 144 |
|
|
2020
Q4 | $766K | Sell |
3,571
-4,256
| -54% | -$913K | 0.3% | 106 |
|
|
2020
Q3 | $1.72M | Buy |
7,827
+6,471
| +477% | +$1.42M | 0.68% | 15 |
|
|
2020
Q2 | $250K | Buy |
+1,356
| New | +$250K | 0.1% | 330 |
|
|
2020
Q1 | – | Sell |
-11,221
| Closed | -$2.22M | – | 592 |
|
|
2019
Q4 | $2.22M | Buy |
+11,221
| New | +$2.22M | 0.43% | 45 |
|
|
2019
Q3 | – | Sell |
-12,757
| Closed | -$2.65M | – | 904 |
|
|
2019
Q2 | $2.65M | Buy |
12,757
+9,182
| +257% | +$1.91M | 0.49% | 16 |
|
|
2019
Q1 | $679K | Buy |
+3,575
| New | +$679K | 0.12% | 308 |
|