Wellesley Investment Partners’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 | $833K | Sell |
3,796
-446
| -11% | -$97.9K | 0.28% | 35 |
|
|
2020
Q2 | $782K | Sell |
4,242
-163
| -4% | -$30K | 0.28% | 38 |
|
|
2020
Q1 | $728K | Sell |
4,405
-441
| -9% | -$72.9K | 0.29% | 43 |
|
|
2019
Q4 | $957K | Sell |
4,846
-152
| -3% | -$30K | 0.29% | 43 |
|
|
2019
Q3 | $1.07M | Buy |
4,998
+139
| +3% | +$29.8K | 0.35% | 32 |
|
|
2019
Q2 | $1.01M | Sell |
4,859
-1,312
| -21% | -$272K | 0.35% | 31 |
|
|
2019
Q1 | $1.17M | Sell |
6,171
-157
| -2% | -$29.8K | 0.4% | 33 |
|
|
2018
Q4 | $1.12M | Sell |
6,328
-431
| -6% | -$76.5K | 0.4% | 38 |
|
|
2018
Q3 | $1.13M | Buy |
6,759
+214
| +3% | +$35.8K | 0.37% | 48 |
|
|
2018
Q2 | $1.03M | Buy |
6,545
+202
| +3% | +$31.6K | 0.36% | 51 |
|
|
2018
Q1 | $992K | Sell |
6,343
-65
| -1% | -$10.2K | 0.36% | 54 |
|
|
2017
Q4 | $1.1M | Buy |
6,408
+212
| +3% | +$36.5K | 0.42% | 44 |
|
|
2017
Q3 | $970K | Sell |
6,196
-799
| -11% | -$125K | 0.4% | 43 |
|
|
2017
Q2 | $1.07M | Buy |
6,995
+272
| +4% | +$41.6K | 0.45% | 35 |
|
|
2017
Q1 | $871K | Buy |
6,723
+392
| +6% | +$50.8K | 0.38% | 46 |
|
|
2016
Q4 | $770K | Buy |
6,331
+800
| +14% | +$97.3K | 0.37% | 47 |
|
|
2016
Q3 | $638K | Buy |
5,531
+173
| +3% | +$20K | 0.33% | 56 |
|
|
2016
Q2 | $644K | Buy |
5,358
+48
| +0.9% | +$5.77K | 0.35% | 46 |
|
|
2016
Q1 | $667K | Buy |
5,310
+57
| +1% | +$7.16K | 0.4% | 41 |
|
|
2015
Q4 | $620K | Buy |
+5,253
| New | +$620K | 0.43% | 36 |
|