AWA
Aaron Wealth Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
5,650
-158
| -3% | -$46.2K | 0.17% | 80 |
|
|
2025
Q1 | $1.81M | Buy |
5,808
+237
| +4% | +$74K | 0.21% | 69 |
|
|
2024
Q4 | $1.61M | Buy |
5,571
+678
| +14% | +$197K | 0.19% | 73 |
|
|
2024
Q3 | $1.49M | Buy |
4,893
+208
| +4% | +$63.3K | 0.18% | 79 |
|
|
2024
Q2 | $1.19M | Sell |
4,685
-227
| -5% | -$57.8K | 0.17% | 82 |
|
|
2024
Q1 | $1.38M | Buy |
4,912
+790
| +19% | +$223K | 0.2% | 72 |
|
|
2023
Q4 | $1.22M | Buy |
4,122
+14
| +0.3% | +$4.15K | 0.2% | 65 |
|
|
2023
Q3 | $1.08M | Sell |
4,108
-14
| -0.3% | -$3.69K | 0.14% | 83 |
|
|
2023
Q2 | $1.23M | Buy |
4,122
+89
| +2% | +$26.6K | 0.16% | 85 |
|
|
2023
Q1 | $1.13M | Sell |
4,033
-244
| -6% | -$68.2K | 0.16% | 90 |
|
|
2022
Q4 | $1.13M | Buy |
4,277
+773
| +22% | +$204K | 0.16% | 88 |
|
|
2022
Q3 | $809K | Buy |
3,504
+273
| +8% | +$63K | 0.15% | 87 |
|
|
2022
Q2 | $797K | Sell |
3,231
-617,194
| -99% | -$152M | 0.2% | 70 |
|
|
2022
Q1 | $2.51M | Buy |
620,425
+617,569
| +21,624% | +$2.5M | 0.03% | 206 |
|
|
2021
Q4 | $765K | Buy |
2,856
+47
| +2% | +$12.6K | 0.21% | 69 |
|
|
2021
Q3 | $677K | Buy |
2,809
+134
| +5% | +$32.3K | 0.19% | 69 |
|
|
2021
Q2 | $617K | Sell |
2,675
-146
| -5% | -$33.7K | 0.2% | 75 |
|
|
2021
Q1 | $632K | Sell |
2,821
-38
| -1% | -$8.51K | 0.23% | 67 |
|
|
2020
Q4 | $613K | Buy |
+2,859
| New | +$613K | 0.22% | 62 |
|