Yellowstone Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $903K | Sell |
5,246
-608
| -10% | -$105K | 0.51% | 50 |
|
|
2017
Q3 | $917K | Buy |
+5,854
| New | +$917K | 0.48% | 50 |
|
|
2016
Q3 | $1.11M | Buy |
9,631
+3,900
| +68% | +$450K | 0.41% | 68 |
|
|
2016
Q2 | $690K | Sell |
5,731
-194
| -3% | -$23.4K | 0.3% | 84 |
|
|
2016
Q1 | $745K | Buy |
5,925
+1,382
| +30% | +$174K | 0.32% | 72 |
|
|
2015
Q4 | $537K | Sell |
4,543
-579
| -11% | -$68.4K | 0.24% | 77 |
|
|
2015
Q3 | $505K | Buy |
5,122
+1,476
| +40% | +$146K | 0.24% | 76 |
|
|
2015
Q2 | $347K | Buy |
3,646
+604
| +20% | +$57.5K | 0.16% | 119 |
|
|
2015
Q1 | $296K | Sell |
3,042
-1,212
| -28% | -$118K | 0.15% | 120 |
|
|
2014
Q4 | $399K | Sell |
4,254
-751
| -15% | -$70.4K | 0.22% | 97 |
|
|
2014
Q3 | $475K | Buy |
5,005
+1,074
| +27% | +$102K | 0.27% | 74 |
|
|
2014
Q2 | $396K | Buy |
3,931
+89
| +2% | +$8.97K | 0.23% | 91 |
|
|
2014
Q1 | $377K | Buy |
3,842
+156
| +4% | +$15.3K | 0.24% | 92 |
|
|
2013
Q4 | $358K | Buy |
+3,686
| New | +$358K | 0.23% | 87 |
|