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 |
|