Wellesley Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $833K | Sell |
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|
2020
Q2 | $782K | Sell |
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|
2020
Q1 | $728K | Sell |
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|
2019
Q4 | $957K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $992K | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $970K | Sell |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $871K | Buy |
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|
2016
Q4 | $770K | Buy |
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|
2016
Q3 | $638K | Buy |
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|
2016
Q2 | $644K | Buy |
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|
2016
Q1 | $667K | Buy |
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|
2015
Q4 | $620K | Buy |
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