Windsor Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $212K | Hold |
803
| – | – | 0.04% | 153 |
|
|
2023
Q2 | $240K | Buy |
+803
| New | +$240K | 0.04% | 148 |
|
|
2022
Q2 | – | Sell |
-6,788
| Closed | -$1.71M | – | 203 |
|
|
2022
Q1 | $1.71M | Sell |
6,788
-397
| -6% | -$99.8K | 0.32% | 62 |
|
|
2021
Q4 | $1.93M | Buy |
7,185
+55
| +0.8% | +$14.8K | 0.35% | 57 |
|
|
2021
Q3 | $1.73M | Buy |
7,130
+62
| +0.9% | +$15.1K | 0.36% | 57 |
|
|
2021
Q2 | $1.63M | Buy |
7,068
+463
| +7% | +$107K | 0.35% | 58 |
|
|
2021
Q1 | $1.48M | Buy |
6,605
+236
| +4% | +$52.9K | 0.35% | 58 |
|
|
2020
Q4 | $1.37M | Buy |
6,369
+26
| +0.4% | +$5.58K | 0.35% | 59 |
|
|
2020
Q3 | $1.42M | Buy |
6,343
+185
| +3% | +$41.5K | 0.41% | 53 |
|
|
2020
Q2 | $1.14M | Buy |
6,158
+249
| +4% | +$45.9K | 0.36% | 62 |
|
|
2020
Q1 | $977K | Buy |
5,909
+194
| +3% | +$32.1K | 0.39% | 58 |
|
|
2019
Q4 | $1.13M | Buy |
5,715
+1,268
| +29% | +$250K | 0.42% | 60 |
|
|
2019
Q3 | $917K | Sell |
4,447
-420
| -9% | -$86.6K | 0.4% | 63 |
|
|
2019
Q2 | $1M | Buy |
4,867
+567
| +13% | +$117K | 0.44% | 63 |
|
|
2019
Q1 | $817K | Sell |
4,300
-4
| -0.1% | -$760 | 0.46% | 65 |
|
|
2018
Q4 | $764K | Buy |
4,304
+638
| +17% | +$113K | 0.52% | 53 |
|
|
2018
Q3 | $613K | Hold |
3,666
| – | – | 0.4% | 76 |
|
|
2018
Q2 | $574K | Buy |
3,666
+11
| +0.3% | +$1.72K | 0.45% | 66 |
|
|
2018
Q1 | $571K | Buy |
3,655
+163
| +5% | +$25.5K | 0.48% | 56 |
|
|
2017
Q4 | $601K | Buy |
+3,492
| New | +$601K | 0.52% | 49 |
|