YorkBridge Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $488K | Buy |
1,851
+118
| +7% | +$31.1K | 0.12% | 125 |
|
|
2022
Q3 | $400K | Buy |
1,733
+32
| +2% | +$7.39K | 0.1% | 139 |
|
|
2022
Q2 | $420K | Hold |
1,701
| – | – | 0.11% | 144 |
|
|
2022
Q1 | $421K | Hold |
1,701
| – | – | 0.09% | 166 |
|
|
2021
Q4 | $456K | Hold |
1,701
| – | – | 0.1% | 159 |
|
|
2021
Q3 | $410K | Hold |
1,701
| – | – | 0.1% | 156 |
|
|
2021
Q2 | $393K | Hold |
1,701
| – | – | 0.1% | 155 |
|
|
2021
Q1 | $381K | Hold |
1,701
| – | – | 0.11% | 148 |
|
|
2020
Q4 | $365K | Sell |
1,701
-56
| -3% | -$12K | 0.12% | 134 |
|
|
2020
Q3 | $386K | Hold |
1,757
| – | – | 0.16% | 111 |
|
|
2020
Q2 | $324K | Sell |
1,757
-842
| -32% | -$155K | 0.15% | 124 |
|
|
2020
Q1 | $430K | Sell |
2,599
-354
| -12% | -$58.6K | 0.26% | 91 |
|
|
2019
Q4 | $584K | Buy |
2,953
+235
| +9% | +$46.5K | 0.27% | 90 |
|
|
2019
Q3 | $584K | Sell |
2,718
-1,565
| -37% | -$336K | 0.29% | 86 |
|
|
2019
Q2 | $889K | Buy |
4,283
+58
| +1% | +$12K | 0.4% | 65 |
|
|
2019
Q1 | $802K | Buy |
4,225
+15
| +0.4% | +$2.85K | 0.37% | 68 |
|
|
2018
Q4 | $748K | Sell |
4,210
-1
| -0% | -$178 | 0.4% | 65 |
|
|
2018
Q3 | $702K | Sell |
4,211
-381
| -8% | -$63.5K | 0.32% | 75 |
|
|
2018
Q2 | $720K | Buy |
4,592
+249
| +6% | +$39K | 0.32% | 77 |
|
|
2018
Q1 | $702K | Buy |
4,343
+553
| +15% | +$89.4K | 0.32% | 80 |
|
|
2017
Q4 | $621K | Buy |
3,790
+81
| +2% | +$13.3K | 0.3% | 84 |
|
|
2017
Q3 | $581K | Sell |
3,709
-125
| -3% | -$19.6K | 0.3% | 81 |
|
|
2017
Q2 | $585K | Sell |
3,834
-184
| -5% | -$28.1K | 0.31% | 79 |
|
|
2017
Q1 | $567K | Sell |
4,018
-834
| -17% | -$118K | 0.3% | 79 |
|
|
2016
Q4 | $585K | Buy |
+4,852
| New | +$585K | 0.35% | 80 |
|