Williams Jones & Associates’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.32M | Sell |
6,377
-133
| -2% | -$27.6K | 0.03% | 178 |
|
|
2019
Q1 | $1.24M | Sell |
6,510
-122
| -2% | -$23.2K | 0.03% | 182 |
|
|
2018
Q4 | $1.18M | Buy |
6,632
+147
| +2% | +$26.1K | 0.03% | 179 |
|
|
2018
Q3 | $1.09M | Sell |
6,485
-226
| -3% | -$37.8K | 0.02% | 223 |
|
|
2018
Q2 | $1.05M | Buy |
6,711
+100
| +2% | +$15.7K | 0.02% | 218 |
|
|
2018
Q1 | $1.03M | Buy |
6,611
+31
| +0.5% | +$4.85K | 0.02% | 219 |
|
|
2017
Q4 | $1.13M | Buy |
6,580
+54
| +0.8% | +$9.3K | 0.03% | 216 |
|
|
2017
Q3 | $1.02M | Buy |
6,526
+219
| +3% | +$34.3K | 0.03% | 223 |
|
|
2017
Q2 | $966K | Hold |
6,307
| – | – | 0.02% | 234 |
|
|
2017
Q1 | $817K | Sell |
6,307
-425
| -6% | -$55.1K | 0.02% | 236 |
|
|
2016
Q4 | $819K | Sell |
6,732
-775
| -10% | -$94.3K | 0.02% | 230 |
|
|
2016
Q3 | $866K | Sell |
7,507
-550
| -7% | -$63.4K | 0.03% | 219 |
|
|
2016
Q2 | $970K | Buy |
8,057
+1,625
| +25% | +$196K | 0.03% | 202 |
|
|
2016
Q1 | $808K | Sell |
6,432
-240
| -4% | -$30.1K | 0.04% | 171 |
|
|
2015
Q4 | $788K | Hold |
6,672
| – | – | 0.04% | 186 |
|
|
2015
Q3 | $657K | Buy |
6,672
+115
| +2% | +$11.3K | 0.03% | 214 |
|
|
2015
Q2 | $623K | Buy |
6,557
+60
| +0.9% | +$5.7K | 0.02% | 228 |
|
|
2015
Q1 | $633K | Sell |
6,497
-280
| -4% | -$27.3K | 0.03% | 238 |
|
|
2014
Q4 | $635K | Sell |
6,777
-26,939
| -80% | -$2.52M | 0.03% | 236 |
|
|
2014
Q3 | $3.2M | Sell |
33,716
-829
| -2% | -$78.6K | 0.15% | 108 |
|
|
2014
Q2 | $3.48M | Sell |
34,545
-47,805
| -58% | -$4.82M | 0.16% | 107 |
|
|
2014
Q1 | $8.07M | Sell |
82,350
-36,128
| -30% | -$3.54M | 0.16% | 115 |
|
|
2013
Q4 | $11.5M | Sell |
118,478
-12,056
| -9% | -$1.17M | 0.55% | 52 |
|
|
2013
Q3 | $12.6M | Sell |
130,534
-1,131
| -0.9% | -$109K | 0.65% | 48 |
|
|
2013
Q2 | $13M | Buy |
+131,665
| New | +$13M | 0.65% | 44 |
|