West Coast Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-896
| Closed | -$280K | – | 93 |
|
|
2025
Q1 | $280K | Sell |
896
-5
| -0.6% | -$1.56K | 0.03% | 144 |
|
|
2024
Q4 | $261K | Sell |
901
-17
| -2% | -$4.93K | 0.03% | 147 |
|
|
2024
Q3 | $280K | Hold |
918
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $234K | Sell |
918
-50
| -5% | -$12.7K | 0.03% | 156 |
|
|
2024
Q1 | $273K | Sell |
968
-106
| -10% | -$29.9K | 0.03% | 142 |
|
|
2023
Q4 | $318K | Hold |
1,074
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $283K | Sell |
1,074
-3
| -0.3% | -$790 | 0.04% | 122 |
|
|
2023
Q2 | $321K | Buy |
1,077
+16
| +2% | +$4.78K | 0.05% | 119 |
|
|
2023
Q1 | $297K | Hold |
1,061
| – | – | 0.05% | 114 |
|
|
2022
Q4 | $280K | Sell |
1,061
-3
| -0.3% | -$791 | 0.05% | 110 |
|
|
2022
Q3 | $246K | Buy |
1,064
+13
| +1% | +$3.01K | 0.05% | 106 |
|
|
2022
Q2 | $259K | Hold |
1,051
| – | – | 0.05% | 104 |
|
|
2022
Q1 | $260K | Sell |
1,051
-12
| -1% | -$2.97K | 0.04% | 118 |
|
|
2021
Q4 | $285K | Buy |
1,063
+88
| +9% | +$23.6K | 0.04% | 116 |
|
|
2021
Q3 | $235K | Sell |
975
-812
| -45% | -$196K | 0.04% | 120 |
|
|
2021
Q2 | $413K | Buy |
1,787
+5
| +0.3% | +$1.16K | 0.07% | 99 |
|
|
2021
Q1 | $399K | Buy |
1,782
+100
| +6% | +$22.4K | 0.07% | 92 |
|
|
2020
Q4 | $361K | Sell |
1,682
-20
| -1% | -$4.29K | 0.07% | 87 |
|
|
2020
Q3 | $374K | Sell |
1,702
-318
| -16% | -$69.9K | 0.08% | 86 |
|
|
2020
Q2 | $373K | Buy |
2,020
+320
| +19% | +$59.1K | 0.09% | 81 |
|
|
2020
Q1 | $281K | Sell |
1,700
-77
| -4% | -$12.7K | 0.07% | 85 |
|
|
2019
Q4 | $351K | Sell |
1,777
-13
| -0.7% | -$2.57K | 0.07% | 90 |
|
|
2019
Q3 | $384K | Hold |
1,790
| – | – | 0.09% | 89 |
|
|
2019
Q2 | $372K | Sell |
1,790
-33
| -2% | -$6.86K | 0.09% | 90 |
|
|
2019
Q1 | $346K | Buy |
1,823
+8
| +0.4% | +$1.52K | 0.08% | 94 |
|
|
2018
Q4 | $322K | Sell |
1,815
-907
| -33% | -$161K | 0.09% | 93 |
|
|
2018
Q3 | $455K | Buy |
2,722
+1,067
| +64% | +$178K | 0.1% | 104 |
|
|
2018
Q2 | $259K | Hold |
1,655
| – | – | 0.07% | 96 |
|
|
2018
Q1 | $259K | Hold |
1,655
| – | – | 0.07% | 95 |
|
|
2017
Q4 | $285K | Sell |
1,655
-1,327
| -45% | -$229K | 0.08% | 97 |
|
|
2017
Q3 | $467K | Buy |
2,982
+1,002
| +51% | +$157K | 0.13% | 101 |
|
|
2017
Q2 | $303K | Sell |
1,980
-2
| -0.1% | -$306 | 0.1% | 93 |
|
|
2017
Q1 | $257K | Sell |
1,982
-32
| -2% | -$4.15K | 0.08% | 108 |
|
|
2016
Q4 | $241K | Buy |
2,014
+142
| +8% | +$17K | 0.08% | 117 |
|
|
2016
Q3 | $216K | Sell |
1,872
-126
| -6% | -$14.5K | 0.07% | 128 |
|
|
2016
Q2 | $240K | Buy |
1,998
+128
| +7% | +$15.4K | 0.09% | 97 |
|
|
2016
Q1 | $235K | Buy |
+1,870
| New | +$235K | 0.1% | 79 |
|
|
2014
Q3 | – | Sell |
-2,245
| Closed | -$226K | – | 90 |
|
|
2014
Q2 | $226K | Sell |
2,245
-550
| -20% | -$55.4K | 0.12% | 84 |
|
|
2014
Q1 | $274K | Buy |
2,795
+275
| +11% | +$27K | 0.14% | 84 |
|
|
2013
Q4 | $245K | Sell |
2,520
-100
| -4% | -$9.72K | 0.13% | 85 |
|
|
2013
Q3 | $252K | Sell |
2,620
-125
| -5% | -$12K | 0.14% | 82 |
|
|
2013
Q2 | $272K | Buy |
+2,745
| New | +$272K | 0.15% | 84 |
|