Wunderlich Capital Managemnt’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-9,663
Closed -$2.39M 87
2022
Q1
$2.39M Sell
9,663
-18
-0.2% -$4.45K 1.13% 44
2021
Q4
$2.6M Buy
9,681
+120
+1% +$32.2K 1.16% 48
2021
Q3
$2.31M Buy
9,561
+1,594
+20% +$384K 1.11% 49
2021
Q2
$1.84M Buy
7,967
+117
+1% +$27K 0.93% 57
2021
Q1
$1.76M Buy
+7,850
New +$1.76M 0.96% 56